Read the dashboard with the selected business, reporting period, and currency in mind.
1. Check the scope
Open Dashboard. Confirm the business in the top selector, then review the period and display currency.
2. Read the four totals
Total describes sales in the selected scope. Received describes recorded payments. Read the date explanation on Outstanding and Overdue; these can use an as-of date rather than only the displayed sales period.
3. Review the next work
Open Needs Attention to find unsent documents and eligible unbilled work. A Create Invoice action starts a review wizard; check the proposed work before creating the invoice.
4. Compare like with like
Before comparing a report, use the same business, date range, and currency. Older unpaid invoices can be overdue today without being sales from this month.