> ## Documentation Index
> Fetch the complete documentation index at: https://docs.pluvel.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Dashboard

> Your company overview at a glance.

How's the business doing? It's a simple question, but answering it usually means opening three apps, running a few reports, and piecing together numbers from different places.

The dashboard puts it all on one screen: your cash position, what customers owe you, what you owe vendors, upcoming deadlines, and recent activity. Log in and immediately know what needs attention.

## Dashboard sections

### Financial overview

At the top, you see key metrics:

| Metric         | What it shows                       |
| -------------- | ----------------------------------- |
| Cash position  | Total cash across all bank accounts |
| Revenue (MTD)  | Income this month                   |
| Expenses (MTD) | Spending this month                 |
| Net income     | Revenue minus expenses              |

Click any metric to see the underlying report.

### Cash flow chart

Visual representation of money in vs. money out over the past 6 months. Helps you spot trends and seasonality.

### Accounts receivable

Outstanding invoices:

* **Current** — Not yet due
* **Overdue** — Past due date
* **Total AR** — All outstanding

Click to see the full AR aging report.

### Accounts payable

Bills you owe:

* **Due soon** — Due within 7 days
* **Overdue** — Past due
* **Total AP** — All outstanding

Click to see the full AP aging report.

### Recent transactions

Last 5 transactions from your connected bank accounts. Quick way to spot new activity.

### Upcoming deadlines

Compliance items due in the next 30 days:

* Tax filings
* Annual reports
* License renewals
* Payroll due dates

### Quick actions

Common tasks available in one click:

* Create invoice
* Add bill
* Run payroll
* Add transaction

## Dashboard modes

The dashboard adapts based on your business state:

### Setup mode (New accounts)

If you're still getting set up, you'll see:

* Setup checklist with progress
* Getting started resources
* Key next steps

### Normal mode

For businesses with activity:

* Financial metrics and charts
* AR/AP summaries
* Transaction activity

### Alert mode

When something needs immediate attention:

* Red banner for urgent items
* Clear action buttons
* Can't be dismissed until resolved

Examples:

* Compliance deadline within 7 days
* Payroll not run for scheduled date
* Bank connection broken

## Customizing your view

### Date range

By default, dashboard shows month-to-date. Change to:

* Today
* This week
* This month
* This quarter
* This year
* Custom range

### Company selector

If you manage multiple companies, switch between them using the dropdown in the top navigation.

## Refreshing data

Dashboard data updates automatically, but you can force refresh:

* Click the refresh icon in the top right
* Bank transactions sync every few hours
* After running payroll, data reflects immediately

## Related

<CardGroup cols={2}>
  <Card title="Financial reports" icon="chart-line" href="/features/reports/profit-loss">
    Dive deeper into your numbers.
  </Card>

  <Card title="Compliance calendar" icon="calendar" href="/features/compliance/calendar">
    See all upcoming deadlines.
  </Card>
</CardGroup>