Dashboard
Revenue stats, monthly charts, recent activity, and quick actions at a glance.
Last updated Apr 2, 2026
The Dashboard is the first thing you see when you log in. It gives you an at-a-glance view of your revenue, recent activity, and quick shortcuts to the things you do most.
#Quick Actions
Quick action buttons sit in the page header:
- New Note — jot down a quick note
- Voice Note — record a voice note on the go
- New Estimate — jump straight into creating an estimate
- New Invoice — start a new invoice
- New Client — add a client without leaving the Dashboard
#Revenue Cards
Five cards show the financial health of your business at a glance:
| Card | What It Shows |
|---|---|
| This Month | Revenue collected during the current month |
| Last Month | Revenue collected during the previous month |
| Year to Date | Revenue collected since January 1 |
| Outstanding | Number of unpaid invoices and total amount owed |
| Overdue | Number of past-due invoices and total overdue amount — turns red when any balance is overdue |
Tip
When the Overdue card turns red, you have invoices past their due date. Click it to jump straight to the overdue list.
#Monthly Revenue Chart
The revenue chart shows your income month by month as a stacked bar chart. Each bar is split into two segments:
- Paid (green) — revenue that has been collected
- Outstanding (yellow) — invoiced amounts not yet paid
Use the year navigation arrows to move between years and track how your revenue has trended over time. Hover over any bar (or tap on mobile) to see the exact paid and outstanding amounts for that month.
#Recent Activity
Below the chart, two columns show your most recent documents:
Recent Estimates
Your last several estimates with the estimate number, client name, total, and status badge (Draft, Sent, Accepted, or Declined). Click any row to open the estimate.
Recent Invoices
Your last several invoices with the invoice number, client name, total, and status badge (Draft, Sent, Paid, Overdue, or Void). Click any row to open the invoice.
Tip
Use recent activity to follow up on sent estimates or check which invoices are still outstanding — without leaving the Dashboard.