Overview


This view provides an overview of the current state of your business. It is divided into four or five main areas (depending on your window size):

  1. The profit graph on the top left displays the profit (net income) or revenue (gross income) over a period of time.
  2. The balance sheet chart on the top right shows a breakdown of the balance sheet. Hovering the mouse over a part of the chart shows which account it represents, and clicking it zooms in on that account (and its subaccounts).
  3. The invoice list on the bottom left displays the last few invoices in the fiscal year (sorted by invoice date), showing the date, recipient, amount and payment status.
  4. The product list in the bottom middle of the view shows the top invoiced products. This list is only shown if the window is large enough.
  5. The financial ratios on the bottom right shows a few select financial ratios and other statistics for your business. Shown here:

You can change the fiscal year using the popup menu at the bottom left.