Finance Dashboard

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Description

This finance dashboard allows a user to track all invoices and payments.

Filtering/User Parameters

  • On the Invoices panel, there is an invoice due date filter which allows the user to change the time frame of invoices being pulled into the dashboard. The user can also choose to show sent or unsent invoices, as well as overdue or not overdue invoices.
  • On the Payments Received panel, the payment received date filter allows the user to change the time frame of the payments being pulled into the dashboard. There is also an allocated payments filter that will allow the user to show unallocated or fully allocated payments.

Summaries

At the bottom of the Invoices panel, you are able to see the sum of Totals, Payments & Credits Allocated, and the Balance Due for all invoices in the dashboard.