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Finance Dashboard

P&L overview, wallets with real balances, income/expense chart, and bonus accruals.

The Finance Dashboard provides a comprehensive view of your business's financial health on a single screen: profit, wallets, six-month trends, and recent transactions.

Where to find it

The Finance module (…/finance).

Finance Dashboard

Selecting a period

In the top right corner, use the period switcher: This month, Last month, Last 3 months, This year. The P&L cards and the accrued bonuses amount are calculated for the selected period; the Cash Flow chart always shows the last 6 months regardless of the selection.

Metric Cards

  • Net Profit — income minus expenses for the period;
  • Income / Expenses — shown separately, with a breakdown visible on the chart;
  • Accrued Bonuses — expected employee bonuses for completed repairs exceeding the Net Value Added (NVA) threshold; automatically calculated from the cost of work, parts, and hourly rate — threshold and bonus rate settings are in Workspace Settings.

Cash Flow — 6-month chart

A bar chart showing monthly income and expenses. Hover over a bar to see the exact amount.

Accounts & Wallets

  • This card displays all workspace wallets with their real balance, which is automatically recalculated with every new, modified, or deleted transaction — no manual reconciliation is needed;
  • The Manage Accounts button opens wallet management: creating a new wallet (with a chosen currency), renaming, setting a wallet as default, deleting (a wallet with existing transactions cannot be deleted — first move or delete the transactions).
Manage Wallets

Adding a transaction

The Add Transaction button opens a form: Expense / Income switcher, amount, description, category (you can create a new one right here), date, wallet. Income and expenses are recorded in the selected wallet and immediately appear in the Audit Log.

Adding a transaction

Other sources of transactions

In addition to manual entries, the log automatically includes: paid store orders, returns/refunds, completed service center repairs (with margin calculation). Such transactions are immutable; they cannot be edited or deleted from the interface.

Tip

The Finance Dashboard is for the owner's weekly overview; for daily sales operations, Sales Analytics is more suitable.

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