Projects & Financial Pulse

Budget Control

Budget vs Actual Spending

Labor 0%
$0 spent of $0
Materials 0%
$0 spent of $0
Equipment 0%
$0 spent of $0
Overhead 0%
$0 spent of $0

Work in Progress

Revenue Recognition

Contract Value
$0
Costs to Date
$0
Billed to Date
$0
Gross Profit
$0
0% margin

All Projects

Showing 0 of 0 projects

All Customers

Showing 0 of 0 customers

All Teams

Showing 0 of 0 teams

Outstanding

$512K

+14% vs last month

Past due

$86K

5 invoices flagged

Average days

37

-3 days vs target

Retainage

$210K

Release planned Q2

All invoices

Showing 0 of 0 invoices

Invoice ledger

Billing + payment cadence

Invoice Client Project Status Amount Due

Current

  • $182K · Due in 7 days · Harper Logistics
  • $74K · Due in 12 days · Austin Wellness

Past due

  • $42K · 15 days · Sunset Properties
  • $18K · 22 days · Service tickets

Collections

  • $26K · Legal follow-up in progress
  • $8K · Client requested revised schedule

All financial activity

Showing 0 of 0 transactions
Income
$0.00
Expenses
$0.00
Balance
$0.00

Quick Reports

Pre-configured report templates
📊

Projects Overview

Complete summary of all projects with financials

💰

Financial Statement

Income, expenses, and profit analysis

👥

Customer Report

Revenue and projects by customer

Total Projects

0

Active & Completed

💼 Contract Value

$0.00

Total Project Prices

Revenue Recognized

$0.00

0% of contract

Total Expenses

$0.00

From filtered data

Gross Profit

$0.00

0% margin

Net Profit

$0.00

0% margin

Detailed Report Data

Showing 0 of 0 records
Date Type Description Customer Project Category Payment Method Amount
Apply filters to generate report data

Visual Analytics

Charts and graphs (Coming soon)

Revenue Trends

Monthly revenue analysis

Expense Breakdown

Category distribution

Project Performance

Profitability by project

👥

Customer Types

Manage customer categories for organization and filtering

Manage
💼

Transaction Categories

Configure income and expense categories for Finance

Manage
💳

Payment Methods

Setup available payment methods for transactions

Manage
📊

Project Statuses

Configure available status options for projects

Manage
🏢

Company Information

Update company details and branding preferences

Configure
🎨

Appearance

Customize colors, theme, and visual preferences

Customize
💾

Data Management

Backup, restore, and export your data

Advanced

🏢 Company Information

Details used in invoices, reports, and official documents.

⚙️ Preferences

Customize your workspace experience.

Notifications

Choose which channels receive alerts.

Integrations

Manage API keys and third-party connections.

Security

Authentication and compliance controls.

💼

Transaction Categories

Manage expense and income categories for Finance transactions.

⚠️ Categories assigned to transactions cannot be edited or deleted.
    💳

    Payment Methods

    Manage available payment methods for transactions and invoices.

    ⚠️ Payment methods assigned to transactions cannot be edited or deleted.
      📊

      Project Statuses

      Manage available status options for projects.

      ⚠️ Statuses assigned to projects cannot be edited or deleted.

        📄 Invoice Defaults

        Default values used when creating new invoices.

        💾 Data Management

        Backup, restore, or clear all system data.

        ⚠️ Warning: Clearing data cannot be undone. Export your data first as a backup.

        👥 Customer Types

        Create and manage the labels available in Customers filters and forms.

        The options defined here update automatically on the Customers page.

          Workspace

          Select a module

          Additional workspaces and specialized controls will appear when their integrations are configured.