Your numbers tell a story—if you can see them. The Invoice Master dashboard puts the right KPIs front‑and‑center so you spot cash leaks, late payers and growth trends the moment you log in.
What you’ll see at a glance
| Widget | What it shows | Why it matters | |---|---|---| | Expense vs Income (P&L) | Income and expenses over time | Quick profitability pulse—no spreadsheets | | Revenue & Profit Cards | Total revenue, total expenses, net profit | One‑line business health check | | Overdue Invoices | Late invoices by age and value | Target collections where it counts | | Quote Pipeline | Draft / sent / accepted | Forecast revenue and prioritize follow‑ups | | Upcoming Bills | Payables due in next 30 days | Prevent cash‑flow crunches before they hit |
Pro tip: Click any number to open the underlying invoices, quotes or bills—instant drill‑down.
Make the most of dashboard filters
- Use the date, client, project, tag, and currency filters to focus on the slice of data that matters right now.
- Filter to a single currency when comparing totals so you’re not mixing exchange rates.
- Need to revisit a view? Jot the filter combo in your notes and reapply it in a click.
Drill‑down like a pro
- Hover for details: See per‑invoice or per‑day values on the charts.
- A/R aging buckets: Open the Overdue widget to view 1–15, 16–30, 31–60, 60+ day buckets.
- Quick actions from widgets: Send reminders, mark bills paid, or convert quotes without leaving the dashboard.
- Save views: Pin your favorite filter combo (e.g., This Quarter · Client A · Project Alpha).
Turn insights into action (with one click)
- Too many overdue invoices? Batch‑send reminders or add payment links. See Payment Processing.
- Profit dipping? Open Expense Tracking to cut non‑essentials.
- Pipeline stalled? Refresh pricing, set expiry, and Convert accepted quotes to invoices.
- Projects running hot? Check Mastering Projects for budget vs actual and job costing.
- Choppy cash flow? Stabilize with Automating Recurring Invoices.
Role-based quick wins
Owner/Founder
- Review Revenue, Profit, and Overdue first thing each week.
- Use reminders to nudge late payers before month-end closes.
Finance/Bookkeeper
- Keep Expense vs Income and Upcoming Bills top-left to prevent surprises.
- Export full invoice/bill reports when you need month-end reconciliations.
Account Manager
- Live on Quote Pipeline and Overdue to prioritize follow-ups.
- Use quick actions to resend quotes and follow up on late payers.
FAQ
Does the dashboard update in real time?
Yes—new invoices, payments and expenses reflect within seconds.
Can team members have different layouts?
Teams share the same dashboard layout today; focus on filters for personalized views.
How does multi-currency reporting work?
Invoices show in client currency; filter by currency and record exchange rates in your notes to keep context when reviewing totals.
Can I export dashboard data?
To export, open the invoices or bills list and use the export tools there. The dashboard itself doesn’t offer CSV downloads yet.
Will reminders send from the dashboard affect my sequences?
They respect your existing reminder rules and templates.
5‑minute dashboard tune‑up
- Pick a focus order for the widgets (e.g., Overdue → P&L → Revenue/Profit) and review them daily.
- Block five minutes each Monday to note the overdue total and largest invoices.
- Apply a This Month filter and note the overdue total.
- Batch-send reminders to the top five late invoices.
- Open Expense vs Income and tag one category to reduce this week.
👉 Try Invoice Master free and turn real‑time data into faster payments and smarter decisions—every time you log in.
