The dashboard exists so that “how is the business doing” is a glance rather than an afternoon with a spreadsheet.
What each number means
- Outstanding — invoices sent and not yet paid. This is the money owed to you.
- Overdue — the subset of outstanding that has passed its due date. This is the money that needs chasing.
- Paid — what has settled.
- Draft — invoices you have built but not sent. Work you have done and not yet asked to be paid for.
- Paid out — what you have sent to contractors.
Step by step
- Work as normal — Raise invoices, mark them paid, record payouts. There is nothing extra to maintain.
- Open the dashboard — Everything rolls up automatically, converted to your home currency, with a recent-invoices view for the latest activity.
- Act on what it flags — Chase overdue first, then send the drafts. Those two moves are usually the whole of a Monday morning’s admin.
Keeping it truthful
The dashboard is only as accurate as the statuses behind it. Marking invoices paid when the money arrives — rather than in a batch at month end — is what keeps the overdue figure worth trusting.