Tiles and how they're calculated
Every KPI tile and chart on the Dashboard, and exactly what feeds each number.
This page is for when a number on the Dashboard doesn't match what you expected — it explains exactly what's included, what's excluded, and which period each tile covers. Owner and Admin see all six KPI tiles below; Billing sees only Total paid, Outstanding, and Draft (same calculation, scoped to their assigned clients/projects); Member sees neither — see Dashboard overview for the role breakdown.
Unless noted otherwise, every tile is bound to your organisation's current financial year — never all-time — so a KPI can't quietly drift out of sync with the reports you'd reconcile it against. The financial year's start month is configurable; see Organisation settings.
Total paid
Sum of payments recorded against your invoices, excluding any marked as a write-off, where the payment date falls within the current financial year. Shown per currency, largest first. Click through to invoices filtered to paid.
Outstanding
Sum of total − amount already paid across every non-draft invoice whose
issue date falls in the current financial year, per currency. The
sub-line shows your overdue count if you have any overdue invoices
(highlighted), otherwise your open (not-yet-due) count.
Draft
Total value of invoices still in draft status, issued (or dated to be issued) within the current financial year, per currency, with a count. Drafts aren't counted as revenue anywhere else on the Dashboard.
Unbilled
Billable hours you've tracked but haven't invoiced yet, for completed time entries (timers that have been stopped) within the current financial year. For hourly-rate projects this also shows a dollar estimate (hours × rate) by currency; flat-fee and non-billing projects contribute hours only — no dollar figure is invented for them. If your organisation has a weekly capacity set, the sub-line also shows this week's hours against that capacity. Click through to the uninvoiced-time report.
Active projects
A simple count of projects that aren't archived, with the number of distinct clients they belong to as a sub-line. Not financial-year bound — this is a current snapshot.
Projected FY revenue
Your best estimate of total revenue for the whole financial year: what you've already invoiced (issue date in the current FY, any status other than draft, minus write-offs) plus an estimate for the months still to come. This is based on invoiced amounts, not payments received — it can move even before anything's been paid.
The estimate for remaining months is your average monthly invoicing over the last 3 complete calendar months, multiplied by however many months are still left in the financial year. Once the financial year has fully ended, there are no months left to project, so the tile shows pure actuals with no estimate mixed in. If you don't yet have 3 full months of history, it averages over whatever you do have.
Each currency you bill in gets its own line, largest first — but a currency only appears once you've invoiced in it across at least two different calendar months (not necessarily in the current financial year — any two months, ever). A single month is one data point, not a trend, and projecting eleven more months from it would be more misleading than helpful. If no currency clears that bar yet, the whole tile is left off the Dashboard rather than shown with a zero or a placeholder — the KPI grid simply reflows to fill the space.
The sub-line ("recognised so far this FY") only shows the figure for your largest currency, even if the tile's main value is stacking more than one currency.
Invoices issued · last 6 months
A stacked bar chart of invoices grouped by month, split into Open (still owed, bucketed by the month the invoice was issued) and Paid (bucketed by the month payment was received). Unlike the KPI tiles above, this chart always uses your organisation's default currency only — it doesn't stack multiple currencies. It covers the trailing 6 calendar months and doesn't page back further; for older history use Reports.
Time tracked · last 30 days
A stacked daily bar chart over the trailing 30 days, split into billable and non-billable hours, and further split into You vs. Team. The Team split is only meaningful for Owner, Admin, and Billing — a Member only ever sees their own hours here, since Members can't see other people's time.
Hours by project
A donut chart of your top 5 projects by tracked hours since the start of the current financial year, with everything else grouped into "Other." This counts all completed time entries org-wide — it doesn't separate billable from non-billable the way the 30-day chart does.