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Dashboard und Auswertungen

Arrange the overview around your workflow and keep revenue, outstanding balances, document status, customers, and products visible together.

How the workflow works

  1. 1

    Configure the view

    Choose the indicators and sections that matter for your daily work.

  2. 2

    Recognize trends

    Follow revenue, status, and outstanding balances through clear cards and charts.

  3. 3

    Continue the workflow

    Move directly from an insight or open task to the relevant document.

Your benefits

Configurable view

Arrange dashboard sections around the information you need most.

Revenue trends

Follow developments over time in a clear chart view.

Outstanding balances

Spot due, overdue, and partially paid invoices quickly.

Document status

Review invoices, quotes, and reminders grouped by status.

Top customers

Understand key customer relationships based on actual activity.

Top products and services

See common or high-value line items without separate spreadsheets.

Ready for e‑invoices?

Start with Billance and create your first e-invoices in just a few minutes.