Dashboard show an overview of Cash Flow, Profit and Loss, Pending Payments and Expenses.
You can access the Dashboard from the sidebar.
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:
|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|
The Cashflow and the Profit and Loss chart don't show the This Month option.
The Cashflow chart shows the total amount of money being transferred into and out of your company over a period.
The Cashflow chart is calculated from the Cash and Bank account balances.
Hover tooltip shows the Inflow or Outflow amount for that month.
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.
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.
Profit and Loss
Profit and Loss is the difference between the Income and Expense accounts.
Hover tooltip shows the Profit or Loss amount for that month.
This section shows your top five expenses sorted from your highest expenses to lowest expenses by category.
The Top Expenses chart is calculated from the Expense account balances.