Reports

Home dashboard with your numbers

Does it have a dashboard?

Yes. The home screen shows on one page what you’re owed, what’s overdue, sales for the period you choose, 7-day sales versus collections and a breakdown by category, customer or rep. A “Today’s priorities” board takes you straight to what needs attention, and you choose which cards to show.

Where it works
On the web and in the app
Home dashboard with sales vs. collections for the last 7 days, sales by category, suggested reorder and overdue receivables
CRM screenshot with sample data.

Other ways to ask

  • Can I see today’s sales?
  • Can I see a business summary on one screen?

Related topics

See all frequently asked questions →

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