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Number
Type
Client
Project
Total
Status
Updated
No documents yet. Click + New Quotation to create your first one.
Clients
Add / Edit Client
Per-Client Balances
Client
Invoiced
Collected
Outstanding
Open Invoices
Outstanding Invoices
Invoice
Client
Date
Total
Paid
Balance
Status
No outstanding invoices.
Monthly Revenue (last 12 months)
Conversion Funnel
Revenue by Client
Client
Invoices
Invoiced
Collected
Outstanding
KPI Scorecard
Revenue Last 6 Months
Recent Activity
Accounts Receivable Aging
Days Sales Outstanding (DSO)
Payment Method Mix
Top Clients by Revenue
Profitability by Client
Profitability by Project
Cash Flow — Last 6 Months
Margin Trend — Last 6 Months
Customer Concentration
Budget vs Actual (by Project)
VAT / Tax Summary
Quote Response Time
Cash Flow Forecast — Next 6 Months
Projected from outstanding invoices (DSO), accepted-quote backlog, known AP due dates, and monthly overhead run rate.
Add Client Cost
Client Cost Entries
Date
Description
Category
Client
Project
Amount
No client cost entries yet. Add one above.
Gross Profitability by Client
Client
Revenue
Direct Costs
Gross Margin
Gross %
Add Project
Project Profitability
Project
Client
Budget
Revenue
Direct Costs
Gross Margin
Gross %
vs Budget
No projects yet. Add one above.
Add Payable
Accounts Payable
Date Due
Vendor
Description
Project
Category
Amount
Status
Actions
No payables yet. Add one above.
Add Overhead Expense
Overhead Entries
Date
Description
Category
Frequency
Amount
Monthly equiv.
No overhead entries yet. Add one above.
Import from spreadsheet
Pick a file, tell me which column is which, and I'll create a BOQ from it.
Set Recurring Schedule
When due, a new Draft invoice is auto-generated with the next sequential number. This invoice becomes the template.