Dashboard
Revenue stats, monthly charts, recent invoices and estimates, overdue alerts, and quick actions — see exactly where your business stands.
Last updated Aug 14, 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
- 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 collected revenue month by month — one bar per month, money actually received. Outstanding and overdue balances are the stat cards above it, not part of the chart.
Revenue lands on the day the money did
A month's bar counts payments received in that month, not invoices closed. A deposit taken in March and a balance paid in May show up in March and May, even though it was one job. That is the single most likely thing to misread off this chart.
Use the year navigation arrows to move between years. Hover over any bar (or tap on mobile) to see the exact figure for that month. On a phone the chart aggregates to quarters rather than months, so it stays readable at that width.
#Recent Activity
Below the chart, three tabs show what you have been working on most recently:
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.
Recent Projects
Your last several projects with the project name, client, status and what is still outstanding on the job. Archived projects are left out. Click any row to open the project. If you do not use projects, the tab is simply empty — nothing here requires one.
Tip
Use recent activity to follow up on sent estimates or check which invoices are still outstanding — without leaving the Dashboard.