Your numbers tell a story—if you can see them. Invoice Master’s dashboard puts critical KPIs up front so you spot cash leaks, overdue invoices and growth trends the instant you sign in.
What You Get at a Glance
| Widget | What It Shows | Why It Matters | |--------|---------------|----------------| | Expense vs Income Chart | Income and expense bars over selectable periods (week, month, quarter). | Quick pulse on profitability—no spreadsheets. | | Revenue & Profit Cards | Total revenue, total expenses, net profit YTD. | One‑line health check. | | Overdue Invoices Alert | Count and value of late payments, color‑coded by age. | Focus collection calls where they matter. | | Quote Pipeline | Draft, sent, accepted counts. | Forecast future revenue. | | Upcoming Bills | Next 30 days payable amounts. | Prevent cash‑flow crunches. |
Pro move: Click any metric to open a filtered list—no hunting through menus.
Customize in 60 Seconds
- Settings → Dashboard.
- Toggle widgets on/off.
- Drag to reorder.
- Save. Your layout syncs across devices instantly.
Drill‑Down Tricks
- Hover for Details: See per‑invoice data points on charts.
- Date Picker: Compare Q2 vs Q3 with two clicks.
- Tag Filters: Limit views to one client, project or currency.
Turn Insights into Action
- High overdue total? Auto‑send reminder batch from the widget dropdown.
- Profit dipping? Jump to Expense Tracker to slice non‑essential spend.
- Quote acceptance slowing? Open pipeline, resend with expiry reminders.
SEO‑Friendly FAQ
Q: Can I export dashboard data?
Yes—click Export CSV; each widget downloads its raw numbers for deeper analysis.
Q: Does the dashboard update in real time?
Within seconds of a new invoice, payment or expense entry—no manual refresh needed.
Q: Can team members have different dashboards?
Absolutely—layouts and visible widgets are user‑specific.
Q: What about multi‑currency?
Choose a base currency; the system converts foreign amounts with daily rates.
Q: How secure is my data?
All figures come via encrypted API calls; no metrics leave our servers unless you export them.
5‑Minute Challenge
- Log in and note your current profit card.
- Disable one low‑priority widget you never use.
- Re‑order the overdue alert to top left.
- Set a weekly Monday email summary (Dashboard → Email Reports).
- Act on the first red number you see—call that late payer now.
Dashboards turn raw data into smart moves—start reading yours.
