Finance Dashboard Widgets
Monitor revenue, expenses, invoices, and collection risk from the dashboard.
Finance widgets summarize invoices, revenue, expenses, and recent finance records. Use them for owner reviews, finance check-ins, and collection routines.
Use widgets to find what needs attention, then open finance reports or records to reconcile details.
Dashboard finance widgets are not a replacement for month-end report review. Use them as an early signal.
Place finance widgets where owners can see exceptions quickly. A good finance dashboard should show whether money is expected, collected, overdue, or leaking through expenses without forcing the user to open five reports first.
Finance Stats
Finance Stats summarizes revenue, outstanding balance, invoice count, and expenses. Place it near the top of finance dashboards.
The widget is only as accurate as the finance records in the workspace. Keep invoice statuses, payments, and expenses up to date.
If totals look wrong, check draft invoices, unpaid invoices, manual payments, expense status, and the selected dashboard period.
Use this widget for quick review, then open the source finance list before making accounting decisions. A dashboard card is a signal; invoices, payments, expenses, and reports are the records to reconcile.
Revenue vs Expenses
Revenue vs Expenses compares income and expense trends over time. Use it to spot margin pressure or unusual expense movement.
Choose a longer period when reviewing monthly or quarterly business health.
When a trend changes sharply, check whether the change came from real business activity, delayed payment recording, one large expense, currency differences, or test records that should be removed.
Expense Breakdown
Expense Breakdown shows approved expense mix by category. Use it during expense review to find where money is going.
If the widget looks incomplete, check that expenses have categories and the correct status.
Use this widget during category cleanup. Uncategorized or inconsistent expenses make budget review harder and can hide vendor, travel, software, or contractor spend that needs attention.
Recent Invoices
Recent Invoices lists invoices that may need attention. Use it for invoice follow-up, payment review, and accounts receivable checks.
Open high-value or overdue invoices from this widget before contacting a customer. Confirm recent payment activity, email delivery, viewed state, customer notes, and public payment link status first.
Collection Review
Use finance widgets with invoice aging and payment collection reports. Start with overdue or high-value invoices, then check the public payment link and recent payment activity before contacting the customer.
Troubleshooting
If widget totals do not match reports, compare date range, currency, status, and whether the report includes only paid, unpaid, or draft records.
If recent invoices look wrong, open the invoice list and confirm status, issue date, due date, and customer.
If a widget is empty, confirm the date range, currency, module access, and whether the workspace has finance data for the selected period. Do not remove a widget until the source data and permissions have been checked.
Dashboard Review Routine
For weekly finance review:
- Check Finance Stats for outstanding balance and new expenses.
- Open Recent Invoices for overdue or high-value invoices.
- Compare Revenue vs Expenses against the previous period.
- Review Expense Breakdown for uncategorized or unusual spend.
- Open the source report or record before taking action.
Record follow-up work as tasks or notes on the source invoice, payment, expense, or customer record. Do not rely on the dashboard view as the audit trail.