Dashboard show an overview of Cash Flow, Profit and Loss, Pending Payments and Expenses.
You can access the Dashboard from the sidebar.
Period Selector
All sections of the Dashboard have a Period Selector. The default value is This Year. There are three options.
Consider today's date as 16 Jun, 2022. The three options will show analytics for the given range:
| # | Option | From | Until (Today) |
|---|---|---|---|
| 1 | This Year | 16 Jun, 2021 | 16 Jun, 2022 |
| 2 | This Quarter | 16 Mar, 2022 | 16 Jun, 2022 |
| 3 | This Month | 16 May, 2022 | 16 Jun, 2022 |
::: info Options The Cashflow and the Profit and Loss chart don't show the This Month option. :::
Cashflow
The Cashflow chart shows the total amount of money being transferred into and out of your company over a period.
::: tip Cashflow The Cashflow chart is calculated from the Cash and Bank account balances. :::
::: info Hover Hover tooltip shows the Inflow or Outflow amount for that month. :::
Pending Payments
Pending Payments shows the invoice paid and unpaid (outstanding) amounts. It has two sub-sections
- The Sales Invoice section shows the total outstanding amount which is pending from your customers for your sales.
- The Purchase Invoice section shows the total outstanding amount that you have to pay to your suppliers for your purchases.
::: info Hover Hover tooltip shows the number of Paid and Unpaid invoices. :::
Profit and Loss
This chart shows the profit (or loss) per month for a given period.
::: tip Profit and Loss Profit and Loss is the difference between the Income and Expense accounts. :::
::: info Hover Hover tooltip shows the Profit or Loss amount for that month. :::
Top Expenses
This section shows your top five expenses sorted from your highest expenses to lowest expenses by category.
::: tip Expenses The Top Expenses chart is calculated from the Expense account balances. :::