Dashboard & Analytics
Your business health at a glance.
The Invoify dashboard is your business command centre. See total revenue, outstanding amounts, overdue invoices, and collection rates in real-time KPI cards with trend indicators. Drill into cash flow charts, revenue trends, invoice status distributions, and receivables ageing. Filter by date range and granularity to see the metrics that matter — from this month to this year to any custom period.
Why your business needs this
Instant business snapshot
Hero KPI cards show total revenue, collected amount, outstanding amount, and overdue amount — each with trend sparklines and percentage changes.
Cash flow visibility
The dual-axis cash flow chart shows income vs. expenses over time. Spot seasonal patterns, identify slow months, and plan for lean periods.
Collection intelligence
See your collection rate (percentage paid on time), receivables ageing breakdown, and VAT summary — essential for cash management.
Period-based analysis
Filter all metrics by This Month, This Quarter, This Year, or any custom date range. Compare performance across periods.
Step by step
Open your dashboard
Log in and you land on the dashboard. All KPIs and charts load with the current month's data by default.
Review your KPIs
The hero card shows total revenue for the period. Sparkline cards show collected, outstanding, and overdue amounts with trend direction.
Explore the charts
Scroll down to see cash flow trends, invoice status distribution, revenue trends, receivables ageing, and monthly targets.
Filter and analyse
Use the period filter to change the date range. Switch between monthly, quarterly, and yearly granularity for the level of detail you need.
Everything included
Hero KPI card
Total revenue for the selected period with invoice count and trend indicator.
Sparkline KPIs
Collected, outstanding, and overdue amounts each with a mini trend chart.
Cash flow chart
Dual-axis income vs. expenses time series with customisable granularity.
Invoice status chart
Distribution breakdown: Paid, Pending, Overdue as a visual chart.
Revenue trend
Monthly revenue trend line to spot growth patterns and seasonal dips.
Receivables ageing
Breakdown of outstanding invoices by age bucket: current, 30, 60, 90+ days.
Collection rate
Percentage of invoices paid, and percentage paid on time.
Recent invoices table
Quick-access table of latest invoices with view and edit shortcuts.
Data-driven decisions
Businesses that review financial KPIs weekly are 33% more likely to meet revenue targets. The dashboard turns raw invoice data into actionable insights — no spreadsheets required.
Configuration Tips
- 1Check your dashboard weekly to catch overdue invoices and cash flow issues early.
- 2Use the custom date range filter to compare performance across different periods.
- 3Pay special attention to the receivables ageing chart — invoices over 60 days old need immediate action.