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):
- The profit graph on the top left displays the profit (net income) or revenue (gross income) over a period of time.
- 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).
- 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.
- 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.
- The financial ratios on the bottom right shows a few select financial ratios and other statistics for your business. Shown here:
- The start and end dates of the selected fiscal year.
- The total assets at the end of the fiscal year (or the current date, whichever comes first).
- The turnover (total revenue) to-date for the fiscal year.
- The profit to-date for the fiscal year.
- The profit margin, i.e. the profit divided by the turnover.
- The return on investment, i.e. the profit divided by the assets.
- The number of invoices.
- The number of entries.
You can change the fiscal year using the popup menu at the bottom left.