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A brand new business dashboard

NewΒ·
Matt FranklinMatt Franklin

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

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At a glance, you can now see:

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

Filter by time period β€” 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 β€” 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.