Understanding your dashboard

At the top of your dashboard, you'll see summary cards showing your Revenue totals for three time periods:

• This month -- total payments received in the current calendar month
• This quarter -- total payments for the current calendar quarter (Jan--Mar, Apr--Jun, Jul--Sep, Oct--Dec)
• This year -- total payments for the current calendar year

All totals are displayed in Canadian dollars (CAD) only. Payments recorded in other currencies (USD, EUR, GBP) are not included in these figures. See Multi-currency support for details on how currencies are handled.

Below the summary cards, the dashboard shows your most recent payments. Each payment displays:

• The client or sender name
• The amount and currency
• The date the payment was received
• The source label (e-Transfer or Manual)

Click any payment to view its full details, or click View all to go to your complete payments.

Use the period tabs at the top of the dashboard to filter your view:

• Month -- shows the current month's Revenue and payments
• Quarter -- shows the current quarter's Revenue and payments
• Year -- shows the current year's Revenue and payments

Switching tabs updates the summary cards and the payments list below them.