Total Revenue
—
All time
💰
Collected
—
Paid invoices
✅
Outstanding
—
Awaiting payment
🕐
Overdue
—
Need attention
⚠️
Recent Invoices
Last created
Due Soon
Next 7 days
Monthly Revenue
Billed vs collected — last 12 months
Invoice Volume
Monthly count
Status Breakdown
Distribution
Revenue vs Collected
Monthly — last 12 months
Top Clients by Revenue
Revenue by Country
Spending Tiers
Geography
Clients by country
Upload Client File
Required columns: name, email. Optional: company, phone, address, city, country, tags, notes.
Click to choose file
Supports .xlsx and .csv📋 Client Template
Download, fill in your data, then upload above.
| Column | Required | Example |
|---|---|---|
| name | Yes | John Smith |
| Yes | john@co.com | |
| company | No | Acme Ltd |
| phone | No | +234 800 0000 |
| city | No | Lagos |
| country | No | Nigeria |
| tags | No | vip,retainer |
| notes | No | Key account |
🔑 Admin — Full access, manage users, delete anything | 📋 Manager — Create & edit invoices/clients | 👁 Viewer — Read only
Platform Users
Admin + up to 3 users