Understanding your dashboard

Your dashboard at a glance

The dashboard shows you the most important information about your business:

Stat cards

At the top, you'll see key numbers:

• Expected this month - Total amount due from clients this month
• Collected - How much you've received
• Pending - Awaiting payment
• Collection rate - Percentage of expected payments received

Quick actions

Easy access to common tasks:

Recent activity

See what's happened recently:

Calendar preview

A quick look at upcoming payments and sessions.

Refreshing your dashboard

Your dashboard updates automatically, but you can refresh anytime by clicking the refresh icon or reloading the page.

Customising your view

The dashboard shows the most relevant information based on your activity. As you add more clients and receive payments, you'll see richer insights.

Related: Collection rate explained