Docs/Dashboard

Dashboard

Every metric on the Finvora dashboard explained — hero pills, accounting, invoicing, quotations, charts, and quick actions.

Layout overview#

The dashboard is the landing page after sign-in. It reads top to bottom: a hero with headline numbers, then metric sections for Accounting, Invoicing, and Quotations, then trend charts, and finally activity and shortcuts.

The sidebar on the left is the main navigation — Dashboard, Finance (Quotations, Invoicing, Accounting), Inventory, Customers, and Settings. Modules hidden by your plan or role do not appear.

Hero and headline pills#

The hero shows a personalized greeting, today’s date in the workspace timezone, and four pills with the most important finance signals for the current month.

Pill	Meaning
Outstanding	Total open amount from issued invoices not yet fully paid. Draft invoices are excluded.
Invoiced MTD	Total value of invoices issued in the current calendar month.
Pipeline	Value of active quotations that have not yet become invoices. Rejected and expired quotes are excluded.
Journals	Count of journal entries posted this month — a quick signal of ledger activity.

Accounting section#

The accounting row summarizes ledger health: revenue, net position, chart of accounts status, and the current accounting period. Start here before opening full reports.

Invoiced revenue#

Issued invoice totals for the month with the month-over-month change. Watch the trend rather than the raw total — sudden changes usually deserve invoice-level review.

Net position#

Monthly profit after expenses, including the margin percentage. Negative values indicate a loss for the period; margin makes comparisons easier across different revenue sizes.

Chart of accounts#

Shows configured active accounts and recent journal activity, confirming the ledger setup is in use. A new workspace may show little activity — that is normal.

Accounting period#

Identifies the current period and whether it is open or locked. Open periods accept new entries; locked periods protect finalized reporting and should be treated as historical records.

Invoicing section#

The invoicing row tracks collections: how many invoices await payment, how much money is outstanding, what has been paid, and what was billed this month.

Card	Meaning
Awaiting payment	Count of issued invoices not yet fully paid. Overdue count appears in the footer — use it to prioritize follow-up.
Outstanding amount	Currency value of open receivables. This is the core collections number.
Paid	Count of fully settled invoices; the footer keeps draft volume visible. Drafts are not revenue until issued.
Invoiced this month	Issued total for the current month — should match the hero pill.

Tip: Pair the outstanding amount with the awaiting-payment count: a large amount across few invoices means big-ticket follow-ups; a large count means process work.

Quotations section#

The quotations row explains the quote funnel — what is waiting on customers, what was approved, what fell through, and how much was quoted this month.

Card	Meaning
Awaiting response	Sent quotations waiting on the customer. Follow up when this grows — pipeline quality depends on keeping quotes current.
Accepted	Customer-approved quotes, ready to convert into invoices. The strongest signal of upcoming billing.
Rejected	No longer active and excluded from expected revenue. Review rejection trends for pricing or scope issues.
Quoted this month	Current-month quote activity plus the active pipeline value behind it.

Charts#

Chart	What it shows
Revenue	Issued invoice totals over the last six months. Missing months mean no invoices were issued.
Profit	Monthly net profit after expenses — a falling line means rising costs or lower billing.
Monthly snapshot	Revenue, expenses, profit, and margin for the current month in one compact view.
Invoices by status	Invoice value split across draft, issued, paid, and overdue. Draft-heavy totals mean unfinished billing work.