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.
Customize your dashboard in 60 seconds
- Go to Settings → Dashboard.
- Toggle widgets on/off.
- Drag to reorder.
- Save—your layout syncs across devices.
Filters that matter: date range, client, project, tag, and currency (reports normalize to your base currency while keeping client‑currency detail on each doc).
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
- Pin Revenue, Profit, and Overdue first.
- Schedule a Monday email summary (Settings → Dashboard → Email Reports).
Finance/Bookkeeper
- Keep Expense vs Income and Upcoming Bills top‑left.
- Export widget data for month‑end in one click.
Account Manager
- Live on Quote Pipeline and Overdue.
- 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?
Absolutely. Widget selection and order are user‑specific.
How does multi‑currency reporting work?
Invoices show in client currency; the dashboard rolls up totals in your base currency using the exchange rate locked on the invoice issue date.
Can I export dashboard data?
Yes—each widget supports Export CSV. For full backups, see Own Your Data.
Will reminders send from the dashboard affect my sequences?
They respect your existing reminder rules and templates.
5‑minute dashboard tune‑up
- Reorder widgets: Overdue → P&L → Revenue/Profit top row.
- Set a weekly email report to yourself.
- Apply a This Month filter and note 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.
