Dashboard

The Dashboard is the first thing you see when you log in. It’s built around your billing operations, so at a glance you can tell what you’re owed, what’s overdue, and what to do next. It does not track time or projects, just the money side of your business.

Your key numbers (the KPI row)

A row of figures across the top gives you the health of your receivables:

Outstanding — the total amount currently invoiced and not yet paid. This is everything customers still owe you.
Overdue — the portion of outstanding that has passed its due date. These invoices need attention first.
Open estimates — the value of quotes still in play (more on exactly what this includes below).
Collected (30 days) — how much money you’ve actually received in the last 30 days. A quick read on recent cash flow.
Invoiced MTD — the total you’ve invoiced so far this month, month-to-date.

What “Open estimates” includes

“Open estimates” is meant to show real, live opportunity, so it counts:

Sent estimates that are still waiting — quotes you’ve sent that are live, not archived, and haven’t been accepted or declined yet.
Accepted estimates with work left to bill — quotes the client accepted where part of the amount hasn’t been turned into an invoice yet (for example, an accepted job where you’ve only invoiced the deposit so far).

Draft estimates are not included. A quote you haven’t sent yet doesn’t count as open.

Action cards

Below the numbers, a set of cards point you to the specific items worth acting on:

Draft invoices — invoices you’ve started but not yet sent. Finish and send these to get paid.
Overdue invoices — invoices past their due date. A good place to send a reminder or follow up.
Open estimates — sent quotes awaiting a response, and accepted quotes with a remaining balance to invoice.
Recent activity — a running feed of what’s happened lately, so you can see recent sends, acceptances, and payments at a glance.

Using the dashboard to decide what to do next

A simple daily routine:

Check Overdue first. If the Overdue number is above zero, open the Overdue invoices card and follow up on those customers.
Send your drafts. Clear the Draft invoices card so nothing you’ve prepared is sitting unsent.
Move accepted estimates forward. In Open estimates, look for accepted quotes with a remaining balance and create the next invoice (a progress or final invoice). See Estimate to invoice.
Nudge pending quotes. For sent estimates still waiting, consider a friendly follow-up.
Keep an eye on Collected and Invoiced MTD to see whether your billing pace and incoming cash are where you want them.

For the bigger-picture reports behind these numbers, including sales and tax-invoiced summaries, see Accounting & statements.