How do I read the dashboard cards, and why do their figures differ?

Five cards at the top of the dashboard look alike, but each answers a different question. Confusing them is what trips up new users most, which is why each card carries a small line explaining the basis of its figure.

Steps

1. Open Home — image 1 — and pick the period with the this month and this year buttons at the top.
2. Revenue: everything you billed in the period from approved invoices, not what you collected in cash.
3. Expenses: approved expenses and purchases in the same period.
4. Net profit: revenue minus expenses as per the two cards above.
5. Outstanding receivables: an accumulated unpaid balance for everything still unsettled to date, not only what belongs to the chosen period — which is why it does not change when you switch the month.
6. Cash collected: money actually received, by the payment voucher's own date, which is the figure that reflects the cash that reached your till.
7. Below the cards a chart compares revenue with expenses over recent months, and beside it a quick access panel with buttons opening the modules, the my subscription screen and the introductory video.

Notes

• The gap between revenue and cash collected is the gap between accrual and cash: an invoice approved today and not yet paid counts in the first and not in the second. Two figures far apart is a collections signal, not a system error.
• The percentage under each card compares the current period with the preceding period of the same length.
• Draft and cancelled invoices count in none of these figures; approval is what brings an invoice into the calculation.
• The dashboard is a quick summary, not a substitute for the reports: for detail, filtering and export go back to the accounting and sales reports.