The dashboard opens on what needs attention today: overdue invoices, open tickets, running projects, the month against the one before it.
Behind it sit the reports — sales, expenses against income, per customer, per project, per period — with an export for the accountant.
Dashboard
What needs you today
The opening view: overdue invoices, open tickets, running projects and the current month against the last.
What it does not do
So you know where you stand before the call, not during it.
- No commission accounting. Not suitable for sales teams on a commission model.
Included from Core
Screenshots
