Back to Help Center
Dashboard & Analytics
Article 1 of 5

Understanding your stat cards

Your key business numbers at a glance.

3 min read

Dashboard stat cards

At the top of your dashboard, you'll see stat cards showing your key numbers.

Expected this month

Total amount due from all clients this month. This is how much you should collect if everyone pays on time.

Collected

Amount you've actually received this month. This updates as payments come in.

Pending

Amount still waiting to be paid. This is the difference between Expected and Collected.

Collection rate

Percentage of expected payments you've actually received. Higher is better!


How stats are calculated

Stats are based on:

  • Payment due dates you've set
  • Payments recorded or received
  • The current calendar month

  • Refreshing stats

    Stats update automatically when:

  • You record a payment
  • A client pays online
  • Due dates change
  • You can also refresh manually by reloading the page.


    Related: Collection rate explained

    Was this article helpful?