Use the dashboard to understand your company's financials, track invoice performance, monitor cash flow, and stay updated on key activity and statistics.
Here is an overview of the different sections available on the dashboard:
- Overview: This section provides a summary of important invoice-related information. It includes the total amount of invoiced, due, collected, and past due invoices within a specific time period. This gives you a quick snapshot of your overall invoicing performance.
- Cashflow: The cashflow section presents the financial performance of your company through a graph. It allows you to track your income and expenses over time, providing a visual representation of your cashflow trends.
- Invoice Aging: This section displays the past due balance divided by different time periods, along with the number of invoices that are past due. It helps you track the aging of your invoices and identify any outstanding payments that require attention.
- Invoice Stats: In this section, you can find various statistics related to your invoices. It includes metrics such as the average amount of invoices, the number of sent invoices per day, the percentage of invoices paid on time, email open rate, and more. These stats provide valuable insights into your invoicing performance and customer engagement.