DashboardUpdated May 2026
Key Metrics
Understand the KPI cards and financial metrics shown on the Dashboard.
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Overview
The KPI (Key Performance Indicator) cards at the top of the Dashboard give you an instant view of the numbers that matter most to your business operations.
KPI Card Descriptions
| Field | Required | Description |
|---|---|---|
Total Revenue | — | The total value of all paid invoices for the current period. |
Total Expenses | — | The total amount of all approved and paid expenses for the current period. |
Outstanding Invoices | — | The total value of invoices that have been sent but not yet paid. |
Overdue Amount | — | The total value of invoices that are past their due date. |
Pending Expenses | — | The number of expenses waiting for approval. |
Compliance Score | — | An AI-calculated score (0–100) reflecting how up to date your compliance obligations are. |
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Note
The period shown on KPI cards defaults to the current calendar month. You can change the reporting period using the date range selector at the top of the Dashboard.
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