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New Dashboard Home

A completely redesigned dashboard with KPI cards, cashflow chart, invoice breakdown, sales pipeline, and more

|1 min read|
PT
PineBill Team

The dashboard home page has been rebuilt to give you a real-time snapshot of your business the moment you log in.

Invoice Reminders Screenshot

What's new

  • KPI cards — Revenue, receivables, overdue, and tracked hours with trend sparklines and period-over-period deltas
  • Cashflow chart — Income vs. expenses visualized over your selected date range
  • Needs attention — Overdue invoices, pending estimates, and upcoming recurring invoices surfaced in one place
  • Invoice status donut — Breakdown of invoices by status (paid, pending, overdue, draft)
  • Sales pipeline — Estimates moving through stages from draft to accepted
  • Expenses by category — See where your money is going at a glance
  • Active timers & project progress — Running time trackers and project completion status
  • Activity feed — Recent actions across the organization
  • Date range filtering — Switch between 7d, 30d, 90d, 12m, or year-to-date presets
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