The Money dashboard

One screen for cash on hand, daily sales, monthly revenue, net profit and where your money went.

The Money dashboard is your financial command center.

What's on it

• An on track / needs attention status banner.
• KPIs: Daily Sales (against your average), Monthly Revenue (against goal),

Net Profit (with margin against target), and Marketing Budget.

• Cash on hand.
• A cost breakdown by category.
• Your targets — daily profit hurdle, 7-day safety line, marketing budget,

reinvestment goal.

• A budget vs actual view.
• A summary written by Miles, in words rather than numbers.
• Recent transactions.

Where the numbers come from

Whatever you've added or connected. The targets you set in Budget are what turn raw numbers into *on track* or *needs attention* — without them, the dashboard can show you totals but not judgement.

Getting to the rest of Money

Invoices, Catalog, Recurring, Reconcile and Reports each have their own screen off the Money hub.