Invoices widgets

Visualization Type Widget Name Description Entity Tabs

Amount Invoiced this Month vs. Previous Month

How are you doing with the current month's invoicing? This widget allows you to see the amount invoiced vs. amount targets. Edit this widget and input targets appropriate for your business.

Invoices

No tabs

Invoice Payments (for Invoices Created in Last 90 Days)

Are your invoice collections current? This widget shows the amount paid vs. unpaid for invoices created in the last 90 days.

Invoices No tabs

Unpaid Invoices by Account Manager

Which account managers have the highest unpaid invoice amounts? This widget shows the top 25 account managers.

Invoices No tabs