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KPI Cards

2 min read

What each card at the top of the Dashboard counts, and the comparison chip.

The cards at the top of the Dashboard show your key numbers for the chosen period. Each one links to the page with the details.

Overview

This guide explains what each card counts, the small line under it, and the comparison chip next to the number.

Who Can Access

Agency Admin

Team members see different cards; see What Each Person Sees on the Dashboard.

Dashboard KPI cards: Total Revenue, Total Clients, Active Orders, Open Tickets and Avg Paid Invoice

What Each Card Shows

CardThe numberThe line under itClick opens
Total RevenuePaid invoices created in the rangePaid this calendar month, and how many invoices are unpaidRevenue report
Total ClientsClients added in the rangeHow many clients have portal accessClients
Active OrdersPending, Submitted and Working orders created in the rangeThe count of each of those threeOrders
Open TicketsOpen tickets (all of them with All Time)How many days the oldest has been openTickets
Avg Paid InvoicePaid revenue divided by the number of paid invoicesHow many invoices are paid and unpaidInvoices

The Comparison Chip

  • Total Revenue, Total Clients and Active Orders show a small chip, such as +8 new or +10. It compares the chosen period with the period of the same length just before it. With All Time, it compares this month with last month.
  • Revenue compares as a percentage; clients and orders as a number.
  • Open Tickets shows a red overdue chip instead, for tickets past their response time.
  • The chip is hidden when there is nothing to compare with.

Frequently Asked Questions

Why is Total Revenue lower than what I received this month?⌄
It counts paid invoices created in the range. An invoice created last month and paid this month counts in last month.
Can I add my own cards?⌄
No. The cards are fixed.

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