The dashboard is the first stop in Acrual when you log in every day.
It shows an overview of some of the key metrics of your business. It has a list of all upcoming quotes for submission, a chart of recent quote values, a chart of the combined value of all quotes for the past 12 months as well as an overview of the state of invoicing for the business.
Here's a picture of what it may look like for you.
Each widget in the dashboard has specific uses and benefits.
Quotes Due Soon
This is a list of all quotes that are due for submission soon. It shows the amount of time before the quote is due and also the date. If a quote is overdue for submission, it also shows as red with how long it is overdue by.
Whether a quote has been submitted or not is determined by the status of the quote. New and In Progress quotes are counted as "not submitted yet".
Recent Quotes
This chart shows the charge value of recent quotes relative to each other, allowing you to keep an eye on them as they go through each day.
Quotes Won
This chart shows the total value of all quotes that are won for each month, 12 months before and one month after the current month. This chart helps to predict your businesses income trajectory based from your won quotes over the last year.
The "won" date is determined by the Commissioned date field on the corresponding Job for that Quote. If a quote is showing as "won" in the wrong month, double check the commissioned date on the Job is correct.
Invoices Owing
This pie chart shows the ratio and values of how much money owing overall is in the following 3 states:
- Not Invoiced - Jobs that have not yet been invoiced for some or all of their contract value.
- Invoiced - Jobs that have been invoiced, and the invoices are not yet overdue.
- Overdue - Jobs with invoices that are overdue and the money has not yet been received.
Keeping an eye on this will ensure that invoices are being loaded and sent for all jobs in the system so you aren't losing out on any income.
Now that you're familiar with the Dashboard, read Navigating Acrual.
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