A brand new business dashboard

We've rebuilt the dashboard from the ground up to give you a clear, real-time picture of how your business is performing.

At a glance, you can now see:

• Proposals sent, pending, and your average project value, so you always know what's in your pipeline
• Invoices sent, awaiting payment, and your collection rate, so you can track cash flow at a glance
• Revenue secured vs revenue received, with sparkline charts showing daily trends and period-over-period comparisons
• Proposal and invoice status breakdowns, donut charts showing where your money sits (pending, accepted, declined / paid, awaiting, overdue)
• Monthly trends, see how your sent, accepted, and declined proposals (and invoices) are tracking over time, with acceptance and payment rates overlaid

Filter by time period, view this month, last month, last 3/6/12 months, or all time. Each view includes a comparison to the previous period so you can see whether you're trending up or down.

The new dashboard is available now alongside the classic view, switch between them using the toggle at the top of the page.

More to come on this one! We know it's missing a couple of key features from the classic dashboard so we've kept both for now.