Dashboard overview

The Good morning dashboard surfaces current cash, receivables, payables, and operational health. Tabs across the top switch the view by area. All metrics reflect the organization selected in the sidebar.

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Tabs

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Top KPI cards

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Cash on hand

Cash balance sums liquid bank account balances. When no bank accounts are connected, the dashboard shows $0.00—not a placeholder demo value.

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30-day forecast

The forecast projects cash 30 days out from connected balances:

• Outflows: unpaid bills with scheduled pay dates in the window
• Inflows: open invoices using predicted pay dates (falls back to due dates)

To see the day-by-day projection and move scheduled payments, open Cash flow.

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Secondary ops-health strip

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Channel mix — all time

On Overview and Commerce, GMV, order counts, revenue share, and contribution margin are grouped by sales channel across every sales order the organization has recorded. Draft and cancelled orders are excluded. Only channels with orders appear. When no orders exist, the section reads No orders yet.

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SaaS metrics

SaaS Metrics is for subscription revenue. The top row is MRR, NRR, Net burn / mo, and Runway. Panels under that cover ARR, retention, active subscriptions, the ARR waterfall, acquisition cost and lifetime value, and burn. Contracts opens Subscription contracts, the recurring contracts that feed these figures. Each row shows the customer, status, billing, currency, and start and end dates. An open-ended contract shows Open in End.

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On a phone or tablet

Below the desktop width, the sidebar becomes a drawer. Tap the menu icon in the top bar to open the same grouped navigation, setup shortcuts, organization switcher, and theme toggle; the drawer closes when you pick a screen. Search and your user menu stay in the top bar.