Reading each financial card clearly

The financial row shows four cards at the top of Dashboard. Each card answers a different money question, so reviewing all four together gives a balanced picture.

• Total Revenue: money collected to date from recorded project payments.
• Total Expenses: combined job costs, including recorded project expenses and material costs from accepted or project linked quote items.
• Net Profit: total revenue minus total expenses, shown as your current margin position.
• Outstanding Debt: unpaid balance still due on active or completed jobs where contract value is above paid value.

When one card moves sharply, check the others straight away. This helps you spot whether the change came from stronger collections, rising costs, or slower payment recovery.

Checking card movement through the week

1. Open Dashboard at the start of each day and note the four values.
2. After recording payments or expenses, refresh Dashboard and confirm the expected change appears in the relevant card.
3. Review Net Profit after any large materials purchase or major payment receipt to see margin impact quickly.
4. Track Outstanding Debt at least twice weekly so overdue balances are visible before they become collection issues.

This routine gives office staff and supervisors one shared reference point for daily financial awareness.

Turning card insights into practical actions

Use card direction to decide where to focus effort next:

• If Outstanding Debt rises, prioritise invoice follow-up and customer payment conversations.
• If Total Expenses increases faster than revenue, review current jobs for cost pressure and purchasing timing.
• If Total Revenue grows while debt remains stable, keep current collection habits and continue prompt invoicing.
• If Net Profit softens, review current quote pricing and job cost entries before issuing new work at similar margins.

Access checks for your team

Financial cards are visible when the signed in user has the required financial access level. Team members with limited visibility can still use the non financial dashboard panels for field work and pipeline tracking.

Set a clear internal routine so one authorised person reviews card movement daily and shares key updates with the wider team.