The Dashboard is the first page you see when you log in to Simple Invoices. Here you can see a complete overview of your quotes and your invoices.
Financial year graph
At the very top of the page is a graph that shows the value of your quotes and invoices for the current financial year.
The graph starts from the 1st July of the current financial year and runs through to 30th June.
The quotes data is based on the value of all currently outstanding quotes. It does not show historical quote data for quotes that have been converted to invoices. This is a deliberate decision. If we were to show historical quote data, the graph would end up looking quiet odd and would not make a lot of sense.
The whole idea is to get your quotes accepted by the client and have them converted into invoices. So shoing only outstanding quotes gives a much clearer picture of where you stand with your quoting.
Quotes & Invoices columns
Below the graph are 2 columns showing Quotes and Invoices.
The Quote column has 2 boxes that show:
- Quotes – Last 30 Days – This box shows the value of all current outstanding quotes that were issued in the last 30 days.
- Quotes – Financial Year – This box shows the value of all current outstanding quotes for the current financial year.
The Invoice column has 2 boxes that show:
- Invoices – Last 30 Days – This box shows the value of all invoices that were issued in the last 30 days.
- Invoices – Financial Year – This box shows the value of all invoices for the current financial year.