New: Stay on Top of Your Numbers With Improved Dashboard Widgets

Know exactly where your business stands with the Outstanding Invoices, Total Profit, and Recurring Revenue dashboard widgets.


In order to plan for the future of your business, you need to know where it stands right now. But your day-to-day responsibilities can sometimes make it tough to keep up with all your numbers. Which makes it easy to lose track of how much money a client owes, or how well your cash is flowing, or how much you’re spending across various projects.

To help you stay on top of everything, FreshBooks has added new and improved dashboard widgets. They provide an at-a-glance snapshot of how your business is doing today, so you can better plan for the road ahead.

What’s New on My Dashboard?

2 powerful widgets have been added to your dashboard to provide an at-a-glance view of how much money is moving in and out of your business—down to the dollar. Here’s a breakdown of each:

UPDATED: OUTSTANDING INVOICES WIDGET

This widget breaks down how much money is outstanding to your business. It also shows you how long it’s been outstanding, so you know who you need to follow up with the most. Clicking on a noted amount takes you directly to the list of Invoices that are outstanding for that time period.

Want a more detailed breakdown? Click the Accounts Aging Report link in the top right corner.

Here’s what it looks like in-app:

Outstanding Invoices

UPDATED: TOTAL PROFIT WIDGET

This widget shows you exactly how much profit your business has made. And because it’s cash-based, you get an accurate picture of your cash flow at a given point (because it doesn’t include anything that hasn’t been paid yet).

Plus, using the tooltip circles at the top of the graph, you can see the totals for: Sales, COGS (Cost of Goods Sold) and Expenses. Or, view a detailed breakdown by clicking the Profit & Loss Report link in the top right corner.

Here’s what it looks like in-app:

dashboard widgets

UPDATED: RECURRING REVENUE REPORT WIDGET

This widget gives you an at-a-glance overview of all upcoming recurring revenue. It provides a month-to-month breakdown of your revenue, and allows you to hover over each month to see which clients are contributing to your income. 

And if you want a more detailed breakdown? Click the Recurring Revenue Annual Report link in the top right corner. 

Here’s what it looks like in-app:

dashboard widgets

How Can These Dashboard Widgets Help My Business?

These widgets help you identify trends within your business, problem areas that need attention, and provide insights that will optimize how you spend your time. And having an at-a-glance view to your numbers, makes it easier to plan for the future of your business.

If You Need Help, FreshBooks Is Here

If you have any questions about the new and improved widgets, a team of Support Rockstars is ready to help you out. Contact them here.



about the author

Sr. Copywriter, FreshBooks Dave is a Senior Copywriter currently working for FreshBooks, serving all the amazing businesses using the platform. When he’s not writing, Dave can likely be found binging Netflix alongside his dog Indy.