Product updates

Cash flow dashboard

New feature October 29, 2024

The Cash Flow Dashboard is the final addition to our recent series of powerful dashboards, joining the Sales and Expenses & Purchases dashboards. Designed to bring clarity to your cash flow dynamics, this new dashboard allows you to analyze trends, compare cash performance across different periods, and view cash inflows and outflows by clients, suppliers, and custom categories.

Cash Flow Dashboard Highlights:

  • Net Cash Flow Insights: Track your net cash flow by comparing received and sent payments, with dynamic visual cues for period-over-period changes.
  • Inflow & Outflow Details: Visualize total inflows (payments received) and outflows (payments sent and expenses).
  • Client & Supplier Breakdown: See cash distribution among top clients and suppliers, allowing for in-depth analysis of your cash flow sources.
  • Custom Category Tracking: Assess your net cash flow across custom categories for tailored insights.

Cash flow dashboard

With the completion of our dashboard series, we’ve organized access to all dashboards under a new “Dashboards” menu item. Meanwhile, the “Reports” menu is now dedicated exclusively to detailed, table-style reports.

Take advantage of the new Cash Flow Dashboard and explore our organized dashboard suite to gain comprehensive control over your business finances.

Start with the FREE plan.

No credit card. No commitment.