Revenue by Payment Method Widget
How the Revenue by Payment Method chart works, including what the tooltip count and revenue figures mean.
Read articleDashboard help
Help for Dashboard in Work Planner.
Articles
Revenue by Service Widget
How the Revenue by Service chart works, including what the bars represent and how business indicators appear in multi-business views.
Read articleFinancial Overview Widget
How the Dashboard Financial Overview chart groups charges, payments, expenses, and tips across the selected period.
Read articleRevenue Trend Widget
How the Dashboard Revenue Trend chart works, including when it switches from daily to monthly grouping.
Read articlePending Payments Card
What the Pending Payments card counts and how to interpret money that exists but has not fully settled yet.
Read articleNet Cash Flow Card
What the Net Cash Flow card means and why it can differ sharply from the Total Revenue card.
Read articleWebsite Enquiries Card
What the Website Enquiries card counts and how to treat it as a live reply queue on the Dashboard.
Read articleReceived Quotes Card
What the Received Quotes card counts and why it is a current queue number rather than a date-range report.
Read articleActive Jobs Card
What the Active Jobs card measures and how to use it as a workload headline on the Dashboard.
Read articleUpcoming Jobs Card
What the Upcoming Jobs card counts and how it differs from the separate Upcoming Scheduled Jobs table.
Read articleOverdue Jobs Card
What the Overdue Jobs card checks and how it differs from date-range reporting on the Dashboard.
Read articleOutstanding Debt Card
What the Outstanding Debt card shows and why it behaves differently from the date-based Dashboard money cards.
Read articleTotal Tips Card
What the Total Tips card measures and why Work Planner keeps tip income separate from normal revenue.
Read articleTotal Revenue Card
What the Total Revenue card counts on the Dashboard and why it can look different from cash flow or payment totals.
Read articleJobs by Service Widget
How to read the Jobs by Service chart on the Dashboard, including what the slice size means and what extra figures appear in the tooltip.
Read articleJobs by Status Widget
How to read the Jobs by Status chart on the Dashboard and what its status totals actually represent.
Read articleUpcoming Scheduled Jobs
What the Upcoming Scheduled Jobs table shows on the Dashboard and how to use it as a quick check on work due soon.
Read articleRevenue and Financial Summary Cards
What the Dashboard money cards mean, including revenue, tips, debt, net cash flow, and pending payments.
Read articleWidget Visibility and Order
How to use Edit Layout on the Dashboard to hide widgets you do not need and drag the remaining ones into a better order.
Read articleBusiness and Date Filtering
How the Dashboard date picker and business filter work, including quick ranges, custom ranges, all-time mode, saved preference behaviour, and URL memory.
Read articleDashboard Overview
How the Dashboard is laid out, what the main widget groups are for, and how the page behaves for different business selections and permissions.
Read article