Your dashboard gives you a quick overview of:

• A period switcher for month, quarter, or year
• Five fixed KPI tiles: cash, receivables, revenue, payables, and profit
• An attention widget with up to four tasks that need action
• Supporting blocks such as trend, ageing, revenue sources, quotes, expenses, cash, activity, and VAT

Switch the period selector to reframe every figure in the KPI row. The trend chart always stays at 12 months.

Each KPI tile links to the report or list behind it. Click through to resolve issues directly from there.

The dashboard keeps two views honest: the KPI row shows cash-movement figures, while the profit tile and the trend block use a profit-and-loss view. In the P&L view, expenses are without VAT, investments are spread through their depreciation schedule, and drafts still pending review are excluded. Use the P&L report if you want the same profit figure in a detailed report.