The Financial Dashboard tracks your money -- what's coming in, what's going out, and what's left as profit. It combines your payment data with expense tracking to give you a clear picture of your business's financial health.
Accessing the Financial Dashboard
Navigate to Financial Dashboard in the sidebar. Like the Sales Dashboard, it uses a period selector at the top to control the date range.
Widgets
Cash Collected Chart
A time-series chart showing actual cash collected over the selected period. This reflects real payments received (not just committed deal values), so it's the most accurate view of your incoming revenue.
Key distinction: "Cash collected" shows money you've actually received. "Revenue committed" (on the Sales Dashboard) shows deal values regardless of payment status.
Financial Stats Overview
Top-level KPI cards summarizing your financial position for the selected period -- total revenue, total expenses, profit, and key ratios.
Profit Chart
A time-series chart showing profit (revenue minus expenses) over time. This is where you see whether your business is trending toward profitability or losing ground.
Profit Margin Chart
Shows your profit margin percentage over time. While the Profit Chart shows absolute numbers, this one shows the percentage -- useful for understanding efficiency regardless of scale.
Expenses Chart
A time-series view of your total expenses over the selected period. Spot trends in spending -- are costs growing faster than revenue?
Expenses Breakdown Chart
A doughnut or pie chart breaking down your expenses by category. Instantly see where your money is going -- is it team costs, software, advertising, or something else?
Team Expenses Table
A per-user breakdown of expenses, including salaries and commissions. See what each team member costs your business.
Expenses by Category
A detailed table grouping expenses by the 14 expense categories. Each row shows the category name, icon, and total amount for the selected period.
The 14 categories are:
- Software & subscriptions
- Equipment & devices
- Office supplies
- Utilities
- Rent & workspace
- Advertising
- Marketing & content
- Events & sponsorships
- Team & contractors
- Travel & transport
- Meals & entertainment
- Taxes & licenses
- Bank, insurance & fees
- Other
Detailed Metrics
A collapsible section with additional KPIs focused on cashflow, margins, and expense efficiency:
- Cash collection rate -- how much of your committed revenue has actually been collected
- Outstanding due -- revenue that is still outstanding
- Cash per day -- your average incoming cash pace for the selected period
- Expense ratio and Revenue per expense -- how efficiently revenue is being generated relative to spend
- Gross margin and Net margin -- profitability before and after taxes
- Tax due -- the gap between gross profit and net profit
- Team expense share -- how much of your operating spend is going to team costs and commissions
Reading your Financial Dashboard
Things to watch for:
- Cash collected vs. committed -- if there's a big gap, you may have collection issues. Check outstanding balances on your deals.
- Profit trends -- is profit growing or shrinking? Compare month over month.
- Expense concentration -- if one category dominates your spending, make sure it's intentional. The Breakdown Chart makes this obvious.
- Team cost vs. output -- compare the Team Expenses table with the Sales User Breakdown (on the Sales Dashboard) to see if team investment is paying off.
- Margin direction -- a rising profit margin means you're scaling efficiently. A falling one means costs are outpacing revenue.
Related
- Expenses Overview -- how to add and manage expenses
- Payments & Transactions -- how cash collected data is generated
- Sales Dashboard -- the revenue side of the equation