Understanding the dashboard

The dashboard displays various information related to your account over a selected period of time, such as the progress of quotes and invoices, best customers, and more.

How quote and invoice status changes are handled

The statuses "Sent", "Rejected", "Accepted", and "Unpaid" are based on the date when the status was changed.

The "Paid" status is based on the date when one or more payments were received.

When a status changes, the amount assigned to the previous status remains visible in the graph. For example, if an invoice for $1,000 was marked as "Sent" on 02/01/2025 and then marked as "Paid" on 03/30/2025, the graph will show $1,000 under the "Sent" status on 02/01/2025 and $1,000 under the "Paid" status on 03/30/2025.

Currency conversion

The dashboard automatically converts amounts in currencies other than your default account currency using the exchange rate of the day when the data is displayed (not the rate at the time the status was updated).

Can the dashboard be used for accounting or to obtain accurate values?

No. Because of exchange rate conversions at the time of display and the way amounts remain fixed across statuses, it is not recommended to use these figures for accounting or precise analysis.

To get accurate figures for your invoices, we recommend using the "Revenue and taxes" feature, available from the invoice listing page by clicking the corresponding button .

You can also export your quotes and invoices to a spreadsheet (Google Sheets, Microsoft Excel, etc.) to perform your own calculations.