View the dashboard

Navigate and understand the different dashboards, allowing you to drill down into detailed reports for a closer look at specific data.

The dashboard gives you a clear overview of your company’s finances, making it easy to understand how your business is performing. 

Instructions

To use and view the dashboard:

1. Access the Dashboard: Select Dashboard from the left-hand menu.
2. Select a Timeframe: To view the Dashboard for a specific period, choose from the following options:
   • This month
   • This quarter
   • This year
   • Last month
   • Last quarter
   • Last year
3. View Transaction Reports: Click on your preferred category for the corresponding Transaction Report.

4. Jobs by Gross Profit: View data by dollar amount ($) or percentage (%).

Interactive Profit & Loss Graphics

The Profit & Loss graphic shows your Revenue, Cost of Goods Sold (COGS), and Overhead as dollar amounts over time. You can click on it to see more details about specific numbers.

Overhead Trend

The Overhead Trend section displays the average percentage of overhead and specific overhead percentages.

The Total Overhead can be broken down into categories such as:

• Employee Wages and Salaries: The total compensation paid to employees, including hourly wages, salaries, bonuses, and any other forms of payment for their labor.
• Rent: The cost of leasing or renting office space, facilities, or other property used for business operations.
• Employee Federal Income Taxes: The amount of federal income tax withheld from employees' paychecks, which the employer is responsible for remitting to the IRS.
• Employee Insurance Expense: The cost of providing insurance benefits to employees, such as health, dental, and life insurance.
• General Liability & Workman's Comp: Costs associated with insurance policies that protect the business against general liability claims and cover employee injuries that occur on the job.
• Other: Other different costs that support your business operations, such as office supplies, utilities, and any other expenses that don't fall into specific categories like rent or wages.

This breakdown of total overhead helps you track your company's financial health across different jobs and time periods, giving you a clear view of how well your business manages resources and costs.

What's next?

Keep exploring our platform by taking the next step: Create chart of accounts page.