Understanding Business Overview

On the homepage, a summary of your company’s total sales, expenses and profit are displayed. 

Note:  The period calculated can be edited by clicking on the arrow in the Date period box above the summary.

Viewing Business Overview

1. Click Reports from the menu bar and select Business Overview from the tab.

On the page, you can view your company’s:

• Total Profit
• Trends
• Sales Details 
• Sales Breakdown

Note:  The period calculated can be edited by clicking on the arrow in the Date period box above each summary.

Your Trends overview shows a graphical representation of the growth of your company’s:

• Revenue and 
• Expenses 

You can toggle between Revenue and Expenses to view their trends.

If you have a budget created, by turning on Compare with Goal, your projected expenses or revenue are displayed side by side with your actual revenue or goal.

The Sales Breakdown Overview shows the value of:

• Unpaid transactions
• Total sales 

Toggle between both to get more insights on your company’s cashflow.

• Unpaid shows the value of Overdue and Due transactions.
• Total sales shows the value of Paid and Unpaid transactions.

A quick summary with key insights on your sales transactions growth is given under Making Progress.