How to Read Your Revenue Dashboard in OpslyFlow
One screen, a handful of numbers, and the whole financial picture. Here's how to read each one in thirty seconds — and what to actually do about it.
The numbers are already there. Most owners just never look.
Estimates win the work, work orders get it done, and invoices collect the cash. The Revenue dashboard is where all of that turns into the three or four numbers that tell you how the business is actually doing — collected this month, owed to you, past due, and which way the trend is pointing. There's nothing to set up and nothing to enter. It builds itself from your invoices. The only job is to look, and to know what each number is telling you.
This month, at a glance
Revenue collected this month sits top-left, next to how it stacks up against last month. The first thing you want to know is the first thing you see.
Know exactly what you're owed
Outstanding and overdue totals, live. No more scrolling the invoice list and adding it up in your head to figure out how much is on the street.
Catch the late ones early
The Overdue panel becomes a collections list the moment an invoice goes past due — so nothing quietly ages into a write-off.
See the trend, not just today
A six-month line shows you the direction of the business. One slow week is noise; three months of slope is a decision you can act on.
Before you start
- You're logged in as Owner, Admin, or Office Manager — the roles that can see financial data.
- You've sent or collected at least a few invoices. The dashboard reads straight from your Invoices, so a brand-new account shows all zeros until there's something to summarize.
- Nothing to configure. The dashboard is read-only and builds itself from your estimate → work order → invoice activity.
What you'll do
- 1Open the Revenue DashboardFrom the left navigation
- 2Read the three headline numbersRevenue, outstanding, overdue
- 3Read the month-over-month %Up or down versus last month
- 4Read the Revenue Trend lineThe shape of the last six months
- 5Read the Invoice Status donutWhere every invoice currently sits
- 6Work the Overdue panelYour built-in collections list
- 7Make it a weekly habitTwo minutes, every Monday
1Step 1 of 7Open the Revenue Dashboard
Open the Revenue Dashboard
Click Revenue in the left sidebar. Unlike Estimates, Work Orders, and Invoices, this isn't a list you work through — it's a read-only dashboard. Nothing to fill in, nothing to send. It reads straight from your invoices and shows you, on one screen, how the business is actually doing.
Top to bottom it tells a story: a Financial Overview header, three headline numbers, a six-month Revenue Trend line, an Invoice Status breakdown, and an Overdue Invoices panel. You read it from 'what happened this month' down to 'what needs chasing today.'
Revenue Dashboard
Track your business performance and financial health.
Revenue Trend
Last 6 monthsIf every number reads $0, nothing's broken — the dashboard just has no sent or paid invoices to summarize yet. Send a few from the Invoices module and it fills in on its own.
Read the three headline numbers
The three cards across the top are the whole business in a glance. Read them left to right as a sentence: here's what came in, here's what's still owed, here's what's late.
- Revenue This Month.
- Money actually collected this calendar month — paid invoices, not quoted work. This is your real top line.
- Outstanding Invoices.
- Everything you've billed that hasn't been paid yet. Sent but not settled. This is money on the street.
- Overdue Invoices.
- The slice of outstanding that's now past its due date. The card turns red because it's the number that should bug you.
Outstanding and Overdue overlap — every overdue invoice is also outstanding. Don't add the two cards together expecting the total you're owed; Outstanding already includes the overdue amount.
Read the month-over-month percentage
The little pill in the corner of the Revenue This Month card compares this month to last. Green with an up arrow means you're ahead of last month; red with a down arrow means behind. The 'vs $X last month' line underneath shows you exactly what you're being measured against.
It's the fastest gut-check on the whole screen: are we up or down right now, and by how much.
Early in the month this number lies. On the 3rd, you're comparing three days of collections against a full month last month, so it'll show an alarming drop. Trust the percentage in the last week of the month, not the first.
Read the Revenue Trend line
The Revenue Trend chart plots collected revenue across the last six months. The headline number tells you about today; the line tells you about direction. A line climbing left to right is a business growing; an up-and-down line is a seasonal one.
Look for the shape, not the single dot. A dip in one month matters far less than three months pointing the same way.
Revenue Trend
Last 6 monthsUse the trend to time big decisions. Three straight months of climb is a far more reliable green light for another truck or another tech than a single good week ever is.
Read the Invoice Status breakdown
The Invoice Status donut splits every invoice by where it is in its life: Draft (not sent yet), Sent (out, waiting), Viewed (the client opened it), Paid (done), and Overdue (late). The legend gives you the count in each bucket.
It answers a question the headline numbers don't: is my money stuck in drafts I never sent, or in invoices the client just hasn't paid yet? Those two problems have very different fixes.
Invoice Status
A big Draft wedge is the silent killer. Those are jobs you finished but never sent an invoice for — you're literally sitting on money. Clear your drafts before you chase anything else.
Work the Overdue Invoices panel
When everything's paid on time, this panel shows a green check and 'All invoices are up to date.' The moment something slips past due, it turns into a list: who owes you, which invoice, how much, and how many days late.
That list is your collections worklist. Start at the top — oldest and largest first — and work down. Each row ties back to an invoice you can open, fix, and resend from the Invoices module.
Overdue Invoices
2The day an invoice tips into 'overdue' is the day a friendly nudge works best. Catch it at one day late, not seventy — the longer a balance sits, the harder it gets to collect.
Turn the dashboard into a money routine
None of this helps if you only look once a quarter. The owners who run tight businesses give this screen two minutes every Monday morning:
- Glance at Revenue This Month and the trend — are we up or down, and which way is the line pointing?
- Check Overdue — anyone new on the list gets a reminder today, not next week.
- Scan the Invoice Status donut — if the Draft slice is growing, you've got finished jobs you never billed.
That's the whole ritual. The dashboard does the math; you just have to look and act on the two or three things it surfaces.
Pair this with the Invoices module's Overdue group. The Revenue dashboard tells you there's a problem; the Invoices list is where you fix it — open the invoice, correct a bounced email, and resend.
The whole thing, on one page
Pin it above the office monitor. Hand it to a new hire on day one.
Common questions
Where do these numbers come from?
Entirely from your Invoices. Revenue This Month is paid invoices dated this month; Outstanding and Overdue are unpaid invoices; the trend and the donut are roll-ups of the same data. There's nothing to enter on this screen — you change the numbers by changing the invoices behind them.
Why is my whole dashboard showing $0?
Because there are no sent or paid invoices for it to summarize yet. The dashboard is a mirror of your Invoices module — once you start sending invoices and collecting payment, the cards, the trend, and the donut fill in automatically.
Is 'Revenue This Month' the same as profit?
No. It's revenue collected — money in — not profit. It doesn't subtract materials, labor, or overhead. Treat it as your top line, not your take-home.
Do Outstanding and Overdue double-count?
Overdue is a subset of Outstanding, not a separate pile. Every overdue invoice is also outstanding, so don't add the two cards together — the Outstanding total already contains the overdue amount.
Does the dashboard update in real time?
Yes. Mark an invoice paid, send a new one, or watch one tip past its due date, and the cards and charts recalculate. It always shows current state, not a stale snapshot you have to refresh.
Now you can run the business by the numbers
Estimates win the work, work orders get it done, invoices collect the cash — and the Revenue dashboard tells you whether all of it is adding up. Send consistently, give this screen two minutes every Monday, and act on the two or three things it flags. That's running a service business on real numbers instead of gut feel.
Keep reading
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