Dashboard Overview
Understanding your dashboard metrics and widgets
Your Dashboard
The dashboard gives you a real-time snapshot of your business finances:
Key Metrics
- Revenue This Month: Total invoiced amount
- Outstanding Receivables: Unpaid invoice total
- Payroll Due: Upcoming salary payments
- Compliance Alerts: Pending deadlines
Widgets
- Cash Flow Chart: 12-month income vs expenses
- Receivables Aging: Overdue invoice breakdown
- Upcoming Deadlines: GST, TDS, and other due dates
- Recent Activity: Latest transactions and updates
Customization
- Drag and drop widgets to rearrange
- Toggle widgets on/off from settings
- Choose preferred date ranges
- Set custom alerts for specific thresholds
Quick Actions
Access common tasks directly:
- Create new invoice
- Run payroll
- Generate report
- View compliance calendar