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Read the dashboard

What the graphs and tiles of the Dashboard show, and how to reach support.

Getting started4 min read
Table of contents+

The Dashboard is the page that opens after you sign in. It summarizes your invoicing and payroll, and the badge next to the title shows your plan: Starter, Team or Business.

What you see there depends on your modules and permissions: invoicing items only appear with the Invoicing module, payroll items only with the Payroll module. The Accounting module has no item on this page.

1. The graphs

  • Revenue: the total of your invoices by issue date, excluding drafts and cancelled invoices. With several currencies, a list lets you pick one or keep All, with one series per currency.
  • Gross salary mass: the gross salary of your payslips, by pay month.
  • Invoice totals by client: the breakdown between your clients over the period, with an Other group beyond 8 clients. With several currencies, All converts to CHF at the average rate of the issue month. An invoice with no rate available is excluded and flagged under the graph.
  • Gross salary by employee: the breakdown of gross pay for the Current year or the Current month, depending on the graph's list.

The Graphs button selects which ones to display. This choice is remembered for this company, in your browser. The period applies to all graphs except Gross salary by employee: by default, from 1 January to today. Revenue and Gross salary mass can also be set by Week, Month, Quarter, Half-year or Year, and Cumulative adds up the periods.

2. The invoicing tiles

  • Total revenue: the sum of all your invoices per currency, with no date limit and whatever their status, drafts and cancelled invoices included.
  • Total unpaid: invoices with the statuses Ready, Sent and Overdue, per currency.
  • Oldest unpaid invoice: the oldest of these invoices, with its amount and the View invoice link.
  • Invoices this month: invoices created since the 1st of the month, drafts included. Invoices imported from other software are not counted.
  • Open quotes: the number and amount of quotes with the statuses Draft and Sent. The acceptance rate compares accepted and declined quotes. The View quotes link opens the list.
  • Clients: the number of registered clients.

3. The payroll tiles

  • Employees: the number of registered employees.
  • Payslips this month: payslips created this month, whatever their salary period.
  • Payslips sent: for the current month and the previous month, the number of payslips sent out of the total.

4. Fill in the missing information

The Missing information tile lists what is still to be filled in for the company:

  • Required for invoicing: Street address, Bank IBAN and Email address.
  • Recommended: Phone number, VAT number and IDE number.

The Go to company settings link opens My company, which is reserved for the owner and the administrators: see Set up your company. When everything is filled in, the tile shows Your company profile is complete!

5. Ask for help

  1. Click Support, at the bottom of the side menu.
  2. Write your message. To add documents, use Attach files or drag them into the conversation.
  3. Click Send.

You can attach 5 files per message, up to 25 MB each: images (PNG, JPEG, GIF, WebP), PDF, CSV, Excel, Word, text and OpenDocument. The reply arrives in the same conversation, and an email lets you know.

To start invoicing, continue with the first invoice guide.