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Dashboard

Read the dashboard.

The dashboard is the first screen after sign in. It summarizes outstanding and collected revenue, surfaces the work that needs attention today, and gives one-click shortcuts to common actions.

Updated May 2026

01

KPI tiles and cash flow

Three figures sit across the top: Outstanding, Collected, and a six-month Cash Flow chart. They are calculated from your invoices, not entered manually.

  1. Read Outstanding for the total unpaid balance across all sent invoices, including pending, partially paid, and overdue.
  2. Read Collected for all-time paid revenue across every invoice.
  3. Use the Cash Flow card to see paid revenue grouped by month for the last six months.
  4. Hover a point on the chart to read the exact amount for that month.

02

Today Focus agenda

The Today Focus card builds one ranked list from overdue invoices, sent proposals awaiting a response, and active tasks. Each row has a primary action.

  1. Review the agenda rows from most to least urgent.
  2. Use Send Reminder on an overdue invoice, Mark Accepted on a proposal, or Mark Done on a task.
  3. Click a row to open the related invoice, proposal, or project.
  4. Use the X on a row to hide it from the agenda, and the restore link to bring hidden items back.

03

Quick actions and schedule

Four quick action tiles open the create flows for invoices, projects, time entries, and clients. A Today Schedule card appears only when Google Calendar is connected.

  1. Use New Invoice, New Project, Log Time, or Add Client to start a record without leaving the dashboard.
  2. Connect Google Calendar in Settings to show the next 24 hours of events.
  3. Use the refresh control on the schedule card to pull the latest events.

Notes

The agenda picks up to ten items using a quota of three overdue invoices, two proposals, and five tasks, then backfills remaining slots by urgency.