This widget (available on the Select plan) gives you an at-a-glance overview of all upcoming recurring revenue. Or, view a detailed breakdown by clicking the Profit & Loss Report link in the top right corner. Plus, using the tooltip circles at the top of the graph, you can see the totals for: Sales, COGS ( Cost of Goods Sold) and Expenses. And because it’s cash-based, you get an accurate picture of your cash flow at a given point (because it doesn’t include anything that hasn’t been paid yet). This widget shows you exactly how much profit your business has made. Want a more detailed breakdown? Click the Accounts Aging Report link in the top right corner. Clicking on a noted amount takes you directly to the list of Invoices that are outstanding for that time period. It also shows you how long it’s been outstanding, so you know who you need to follow up with the most. This widget breaks down how much money is outstanding to your business. Here’s a breakdown of each: UPDATED: OUTSTANDING INVOICES WIDGET What’s New on My Dashboard?Ģ powerful widgets have been added to your dashboard to provide an at-a-glance view of how much money is moving in and out of your business-down to the dollar. They provide an at-a-glance snapshot of how your business is doing today, so you can better plan for the road ahead. To help you stay on top of everything, FreshBooks has added new and improved dashboard widgets. Which makes it easy to lose track of how much money a client owes, or how well your cash is flowing, or how much you’re spending across various projects. But your day-to-day responsibilities can sometimes make it tough to keep up with all your numbers.
In order to plan for the future of your business, you need to know where it stands right now.
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