COUNT Dashboard is your all-in-one glance at the health of your business finances. With curated data visuals and quick actions, this tab ensures you're always informed and in control. Let’s break down what each component offers and how you can use it to make smarter financial decisions:
1. Connected Accounts
Displays all your linked accounts like Stripe, PayPal, and Square with their corresponding balances and statement summaries.
Why It’s Useful:
Provides a consolidated view of all financial accounts.
Instantly spot discrepancies between your system and bank statements.
Pro Tip: Click the + Add button to link additional accounts effortlessly and ensure a comprehensive financial overview.
2. Quick Links
Shortcuts to commonly used features like creating invoices, bills, uploading receipts, and managing products.
Why It’s Useful:
Save time by jumping directly to critical actions.
Ideal for handling tasks that need immediate attention without navigating elsewhere.
Pro Tip: Use these links to speed up workflows during high-pressure periods like tax season.
3. Release Notes
Stay updated with the latest COUNT features and improvements.
Why It’s Useful:
Keep track of new tools and make the most out of your experience.
Always be aware of system updates and optimizations.
Pro Tip: Click Review to explore how these updates can directly impact your accounting workflows.
4. Total Cash In and Out
Provides visual charts for your current cash position, net burn rate (3-month average), runway, and total customer count.
Why It’s Useful:
Get a high-level snapshot of your cash flow trends.
Assess whether your runway aligns with your financial goals.
Pro Tip: Monitor the Runway Run Rate to anticipate potential cash crunches and make preemptive adjustments.
5. Upcoming Recurring Transactions
Lists recurring payments with their status (e.g., Overdue or Paid).
Why It’s Useful:
Ensures you don’t miss recurring expenses.
Helps you prepare for upcoming cash outflows.
Pro Tip: Recurring transactions flagged as Overdue should be prioritized to maintain strong vendor relationships.
6. Invoice Balance and Bill Balance
Summarizes outstanding invoices and bills, highlighting overdue and upcoming amounts.
Why It’s Useful:
Quickly identify who owes you money and what you owe others.
Helps you balance collections with payments.
Pro Tip: Click View All Invoices or View All Bills to access detailed breakdowns and take action immediately.
7. Current Projects and Tasks
Tracks ongoing projects, their status, and associated tasks with their urgency levels.
Why It’s Useful:
Aligns your financial performance with operational priorities.
Ensures project-related expenses and revenues are fully visible.
Pro Tip: Use High Priority task flags to tackle bottlenecks before they escalate.
8. Expenses and Income Breakdown
Interactive donut charts that classify your income and expenses by category.
Why It’s Useful:
Pinpoints areas where you’re spending most of your money.
Gives clarity on income sources and their proportional contributions.
Pro Tip: Drill down into categories like Bank Service Charges or Consulting Income to uncover hidden patterns.
9. Effortless Expense Claims
Lists pending expense claims awaiting review, complete with green/red status icons for approvals or rejections.
Why It’s Useful:
Makes it simple to manage team expenses.
Streamlines the approval process, reducing delays.
Pro Tip: Quickly approve small claims to keep your team motivated while flagging larger ones for closer review.
10. Recent Transactions
Shows the latest recorded transactions, ensuring your records are up-to-date.
Why It’s Useful:
Verifies whether recent income or expenses were logged correctly.
Keeps you informed of all recent financial activity.
Final Tips
Check this tab daily to keep your financial pulse in check.
The Overview tab is more than just a summary—it’s a real-time reflection of your financial story. Dive into the details, explore trends, and always stay one step ahead!