Revenue tile and Money widget
What the dashboard's Revenue tile (YTD and Upcoming) and Money widget (Landing, Outstanding, Overdue and the monthly chart) count, and where to go for the full picture.
The dashboard shows your money in two places: the Revenue tile in the stat row at the top, and the Money widget in the grid below. Both count cash that actually landed, not invoices you have sent, so they agree with each other and with Goals.
The Revenue tile
The tile sits in the top row with Active leads, Booked clients, Next shoot, Upcoming weddings and Goals. It has a two-way switch:
| Switch | Number | How it is counted |
|---|---|---|
| YTD | Cash collected so far this calendar year | Every successful payment since 1 January, minus refunds |
| Upcoming | What is left to make on this year's bookings | For each non-cancelled booking anchored to this year: contract total minus what has been paid on its invoices, never below zero, all added up |
Switching is instant; both numbers are already on the tile. Click the tile to open the Revenue page.
Upcoming is not the same as unpaid invoices. A $5,000 booking with only its $1,500 deposit invoiced and paid still has $3,500 coming, and Upcoming says so even though no invoice for it exists yet.
Amounts on the tile are shortened: $980, $84k, $1.2M.
The Money widget
The Money widget ("Landing, outstanding, overdue") shows the current month by name and three numbers:
| Number | Meaning | Under it |
|---|---|---|
| Landing | Cash collected this month so far | A chip such as "+$2,400 vs last" comparing with last month's total, when last month had any |
| Outstanding | Invoices sent and not fully paid | "Sent + partial" |
| Overdue | The part of Outstanding that is past its due date | "No one's late", or the count of overdue invoices |
Below the numbers, a bar chart shows collected revenue by month for the recent months, with the current month highlighted. Hover a column to see the month and amount. Click the widget to open Invoices.
The widget is on by default. To hide or move it, click Widgets at the bottom left of the dashboard. See Dashboard.
Where the numbers come from
- A payment counts when it succeeds: a card payment through Stripe or Square, or a payment you record by hand.
- A refund is taken off, so refunded money never reads as cash in the bank.
- A couple clicking "I sent it" on a pay page does not count until you record the payment.
The Revenue page carries the full year view, booked against collected, and the Finance reports break it down further. See Finance reports and Invoices overview.
If it didn't work
- YTD is lower than my invoices total. YTD is cash received. Sent and unpaid invoices are in Outstanding on the Money widget, not in YTD.
- Upcoming is zero but I have bookings. The bookings are anchored to another year (by wedding date), or their contract total is blank. Open the booking and check its total.
- Landing does not show a "vs last" chip. Last month collected nothing, so there is nothing to compare with.
- A refund made the month go negative. A refund issued this month for a payment received last month is taken off this month's total. That is expected.