This dashboard shows you key metrics like accepted proposals, completed projects, billable hours, revenue collected, and more.
Accessing Reports
Navigate to More > Reports from your dashboard. Here, you’ll find detailed summaries broken down into two categories:
Activities
The Activities section helps you monitor cash flow and billing performance at a glance.
Track total revenue collected, outstanding payments, completed projects, and ongoing work.
You can view financial data with or without tax included, and filter by time period—monthly, quarterly, annually.
Quickly assess your business pipeline with insights into accepted proposals, new contacts, and newly launched projects.
You’ll also find metrics on team output, such as completed tasks, total time worked, and billable hours logged.
Billing
The Billing summary gives a complete view of your invoicing activity.
See total amounts issued, outstanding payments, payment terms, and recurring invoices.
You can also track proposal status, identify best-selling services, and view which clients are linked to paid or unpaid invoices.
💬 Need help? Chat with us directly in your Hubflo dashboard or email us at [email protected]—we’re happy to help!