Premium dashboard widgets save you time and give you insight into complex business processes by extracting meaningful data, performing complex calculations and providing live updates to your dashboard, so you can make better business decisions.
Current premium widgets include:
The Daily Operating Report gives you a look into your cash and sales activities for the current day and month.
Sales Activities
Your sales activities include the number of quotes that are open for the
current day and month (Quotes), the number of invoices you created for
the current day and month (Invoices), and the total invoices due in Accounts
Receivable (AR Balance Due). We also display your current Accounts Payable
balance so you can see the amount due to you from customers against the
amount you owe your vendors (AP Balance Owed).
Cash Activities
Your cash activities include the money you spent for the current day and
month (Cash Out) and the money you deposited to your accounts for the
current day and month (Cash In). You can also see the sum of all of your
bank accounts (Available Cash).
*Access to this feature may depend on your account plan. Log into your WorkingPoint account and click "Account" (in the upper right hand corner), then "Change account plan" to view your plan details.