Your dashboard

Total revenue—All recorded sales, including invoiced sales

Cash collected—Paid invoices and direct sales

Estimated expenses—Product, business and estimated recurring/team costs

Estimated net profit—Using the app dashboard calculation

Revenue over the last 6 months

Recorded sales

At a glance

—Revenue this month

—Awaiting invoice payment

—Paid invoices

—Active team members

Recent sales

Latest 8

Revenue is based on recorded sales, not just money received. The estimated expense and profit cards follow the app’s current dashboard formula; they are operational estimates, not formal accounts.

A read-only view of your sales and costs. Add or change records in the mobile app; refresh this page to see updates.

Recorded sales—

Product costs—

One-off expenses—

Recurring + team estimate—

Sales

Business expenses

Recurring expenses

Track invoices and the customers connected to your business. “Cash collected” counts an invoiced sale once the invoice is marked Paid in the app.

Outstanding invoice value—

Overdue invoices—

Paid invoices—

Customers—

Invoices

Customers

Products, quotes, suppliers and orders from your app workspace.

Products & services—

Quotes—

Suppliers—

Purchase orders—

Products & services

Quotes

Purchase orders

Suppliers

People, shifts and named business locations. Only owners and managers can open this dashboard.

Active team members—

Hours this week—

Upcoming shifts—

Locations—