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Dashboard

Learn how the figures on your dashboard are calculated.

Updated over 3 weeks ago

The dashboard allows for individual filtering and provides a quick overview of revenue, quotes, payments, and outstanding invoices. Filters can be adjusted flexibly.

To view the documents behind the figures, click on the arrow in the upper right corner of the corresponding chart.


How Are the Dashboard Figures Calculated?

  • Revenue: The total sum of all invoices with an invoice date within the selected period. Final invoices are only included with the remaining balance. Drafts, cancellations, and discounts are excluded. Displayed as net or gross.

  • Quotes: The total sum of all quotes with a quote date within the selected period. Drafts are excluded. Displayed as net or gross.

  • Payments: The total sum of all payments with a payment date within the selected period. Displayed as gross.

  • Outstanding Invoices: The total sum of all unpaid invoices (including discounts and dunning fees) with an invoice date within the selected period. Final invoices are only included with the remaining balance. Drafts and cancellations are excluded. Displayed as gross.

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