Dashboard widgets by subscription packages

The Dashboard feature in Core offers many widgets based on the subscription package purchased by you. In other words, the widgets you access on your dashboard depend on your subscription package as well as the security permissions. You can view the widgets included in each package:

Widget Name Core Essentials Manager Billing Accounting Time Expense HR
Account Balances See a list of accounts with their associated balances and reconciled balances.
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Active AccountsSee a list of active accounts and their balances for the current month and year-to-date.
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Activity PerformanceKeep track of your most profitable activities based on their billed time for a defined period.
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Aged ReceivablesSee the summary of open invoice balances broken down into four aging periods based on the invoice due date.
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AgingSee the breakdown of your unpaid invoices for a defined period.
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Balance Sheet- ComparativeCompare the selected year’s assets, liabilities and equity account totals with the same period for the prior year.
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BillingTrack all the revenue generated by the company for a defined period.
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Cash FlowSee the breakdown of your cash flow for a defined period.
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Client PerformanceKeep track of your most profitable clients based on their cash payments for a defined period.
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DocumentsView and open all the documents added or modified within the specified date range.
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Due ProjectsView the list of projects that are due within the specified date range. You can see all the approaching deadlines.
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Earned ValueSee the earned value of the projects you manage for a defined period.
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Employee AllocationSee the allocated hours of the logged-in user by project and task within the specified date range.
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Employee PerformanceKeep track of your most profitable employees based on their billed time for a defined period.
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Expense PerformanceKeep track of your most profitable expenses based on their billed value for a defined period.
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ExpensesSee the company’s expenses broken down into accounts within the specified date range.
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Gross MarginTrack the profitability or margin analysis of clients within the specified date range on accrual basis.
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HoursCompare the billable and non-billable hours logged by your employees for a defined period.
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IncomeSee the company’s income broken down into accounts within the specified date range.
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Income vs. ExpensesView the company's overall income, expenses and profit for a defined period.
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Money OwedSee the summary of open invoice balances for a defined period.
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NotesSee a list of journal notes related to employees, projects and clients for a defined period.
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Paid Time Off and Comp HoursSee the summary of hours logged or used by employees against the sick, vacation, holiday and comp time activities within the specified date range.
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Profit and Loss-ComparativeCompare the selected period’s income and expense account totals with the same period for the prior year.
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Project PerformanceKeep track of your most profitable projects based on their payments for a defined period.
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Project StatusSee overview of the projects based on their contract and budget amount.
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ReimbursablesSee the unpaid and partially paid reimbursable expenses of the logged-in user.
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Retainer BalancesSee the summary of retainer balances yet to be paid by the clients for a defined period.
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Staff Effective RatesSee the billed percentage and realization rate of each employee for a defined period.
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Staff UtilizationSee the billability and utilization percentage of each employee for a defined period.
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Staff WorkLoadView your employees' scheduled hours and actual hours worked for a defined period.
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Time PerformanceTrack the performance of employees based on the total billable hours, non-billable hours and internal hours logged by them.
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To DosSee all the open, incomplete to-dos related to the logged-in user.
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Unbilled TimeSee all the unbilled hours based on the time entry date within a defined period.
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WorkflowsSee the status of entries submitted to the logged-in user based on entry type.
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