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The Billing Dashboard provides a comprehensive overview of your financial data. Here's what you'll find:

Accessing the Dashboard

The billing dashboard is displayed on the main Dashboard page when you have permission to view billing information. Visit /dashboard to see your billing statistics.

Invoice Statistics

The dashboard shows:

• Total Invoices: Count of all invoices
• Total Amount: Sum of all invoice amounts
• Paid Amount: Total amount received
• Outstanding: Amount still due
• By Status: Breakdown by invoice status (Draft, Sent, Paid, Overdue, etc.)

Proposal Statistics

View proposal metrics:

• Total Proposals: Count of all proposals
• Total Proposed Amount: Sum of all proposal amounts
• By Status: Breakdown by proposal status

Uninvoiced Milestones

Track milestones that haven't been invoiced yet:

• Count: Number of uninvoiced milestones
• Total Value: Estimated value of uninvoiced work

This helps you identify work that needs to be billed.

Currency Breakdown

See totals broken down by currency, helping you track multi-currency transactions.