Business Dashboard

Know Your Numbers Instantly

Stop digging through reports to understand your business. The BizBooks Pro dashboard shows you what matters most - right when you log in. Revenue trends, expense breakdown, outstanding invoices, and cash position all at a glance.

Every metric is clickable. See something interesting? Click to drill down into the details. The dashboard is your starting point for exploring your financial data.

Revenue Overview

Total revenue this month, quarter, and year. Trend arrows show if you're up or down vs. last period.

Expense Summary

Where your money is going. Top expense categories with amounts and percentages.

Cash Position

Current bank and cash balances. Know exactly how much you have available right now.

Accounts Receivable

Outstanding invoices and overdue amounts. Quick view of money coming in.

Dashboard Widgets

Profit & Loss Summary: Revenue minus expenses at a glance
Cash Flow Chart: Money in vs. money out over time
Top Customers: Your biggest revenue sources
Upcoming Bills: What's due soon so you're never surprised
Recent Transactions: Latest activity across all accounts
Bank Account Balances: All accounts with current balances

Alerts & Notifications

The dashboard also keeps you informed of things that need attention:

Overdue Invoices: Customers who haven't paid on time
Bills Due: Upcoming vendor payments
Low Balances: Accounts below your threshold
Unreconciled Items: Bank transactions that need matching
System Alerts: Backup reminders, update notifications

Multi-Company Support

Managing multiple businesses? Switch between company dashboards instantly. Each company has its own metrics, and you can compare performance across your portfolio.