The Dashboard shows two graphs that help you keep track of your sales, by showing you both how much you're currently owed and how close you are to reaching this month's sales target.
Invoices owed to me
This graph shows you the proportion and total value of your invoices, broken down by when they were due. It is also called an ‘Aged Debtors’ graph.
Invoices are categorised as follows, depending on the due date of the invoice:
- Current invoices—invoices that are not overdue
- 1-30 days overdue
- 31-60 days overdue
- 61+ days overdue
This graph shows the total value of the sales you’ve made in the current month, as a proportion of a total sales target that you can set. Once you’ve set a sales target, it will be used for all future months until you change it again.
To set your sales target, click the pencil next to the existing sales target figure. Type your new sales target and click the tick next to the field. The graph is updated, and your sales for the month are shown as a proportion of the new sales target.