Overview Dashboard
1. Navigate to your home dashboard for a high-level business overview.
2. View key metrics: total revenue, outstanding invoices, active clients, project status.
3. Customize dashboard widgets by clicking the "Customize" button.
4. Drag and drop widgets to rearrange your layout.
5. Set the default date range for all widgets (this week, this month, this quarter).
The dashboard updates in real-time as new data comes in.
Financial Reports
1. Go to Reports > Financial.
2. View pre-built reports: Revenue by Month, Outstanding Invoices, Payment Aging, Client Lifetime Value.
3. Filter reports by date range, client, project, or service type.
4. Export reports to CSV or PDF.
5. Schedule automated report delivery to your email (daily, weekly, or monthly).
Financial reports help you track cash flow, identify late-paying clients, and forecast revenue.
Custom Reports
1. Navigate to Reports > Custom.
2. Click "New Report" and choose your data source.
3. Add columns, filters, and groupings.
4. Apply aggregations: sum, average, count, min, max.
5. Save the report for future access.
6. Share reports with team members or schedule automated delivery.
Custom reports let you answer specific business questions with your exact data requirements.