Dashboard
Total Revenue Card
What the Total Revenue card counts on the Dashboard and why it can look different from cash flow or payment totals.
The Total Revenue card is the fastest way to see how much charge revenue has been created inside the current Dashboard date range. It is a revenue figure, not a banked-cash figure.
What It Counts
- Completed charges: The card totals completed charge ledger entries inside the selected date range.
- Date-sensitive: Change the Dashboard date range and this card recalculates straight away.
- Opening balances: Opening balances, whether entered with a new job, brought in by an import, or ticked on a transaction, are left out so the figure stays focused on live trading activity.
Comparison Badge
- Supported quick ranges: The comparison badge appears for quick periods such as This Week, Last Week, This Month, and Last Month.
- Custom range and All Time: These do not show the comparison badge.
- No useful previous period: If the earlier period has no meaningful comparison value, Work Planner may hide the percentage rather than showing a misleading figure.
How to Use It
- Trend check: Use it when you want the quickest answer to whether revenue is up, down, or flat for the chosen period.
- Not cash flow: If you need to know how much money has actually moved rather than how much was charged, compare it with Net Cash Flow instead.
Related articles
- Business and Date Filtering: The chosen range is what gives this card meaning.
- Net Cash Flow Card: Useful when you need to compare revenue with actual payment movement.
- Revenue Trend Widget: Shows the same story over time instead of as one headline figure.
- Revenue and Financial Summary Cards: Covers the wider group of money cards on the Dashboard.