Sales Dashboard

An overview of your invoicing activity and performance — what has been billed, what has been collected, and what is still outstanding.

What this screen is for

The Sales dashboard is the summary view of the whole Sales module. Rather than opening each list in turn, it brings the headline figures together: what you have billed over a period, what customers have paid, and what is still owed.

When to use it

Start here when you want the shape of the month before drilling into a specific document. If a figure looks wrong, the underlying list — Sales Invoices, Receipts, Customer Outstanding — is where you investigate it.

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