Dashboard
The Dashboard is an admin-only monthly profit report. It compares invoice revenue, employee payouts, expenses, and profit for a selected year.
Choosing a Year
Go to Dashboard and use the year filter. The list includes the current year and any year that has invoice, payout, or expense data.
Columns
- Month - the month being reported
- Revenue - invoice totals by issue date
- Payouts - employee payouts recorded for that month
- Expenses - actual expenses recorded for that month
- Profit - revenue minus payouts minus expenses
Revenue and expenses can be recorded in multiple currencies. The table shows the original currency totals and an approximate value converted to RSD, the local reporting currency.
How Profit Is Calculated
For each month:
profit = revenue - payouts - expenses
Revenue comes from invoices with issue dates in that month. Payouts come from employee payout records for that month. Expenses come from actual expense records by expense date. Recurring expenses are not counted until an actual expense is recorded from them.