Open this dashboard from the link you were sent. If you don't have it, ask the admin for it.
The shared link opens the dashboard to view only; anyone you send it to can see it. Personal links can also change the Approval and Collections dropdowns, and admins can manage this list. If a link gets out, press Reset link and send the new one; the old one stops working right away.
Cash: —. Publishers are due — by — (— of it not approved yet). Buyers owe — past due and — not due yet, and — is earned but not invoiced. Possible net: —.
What needs doing now: invoices to approve before paying, buyers to invoice, and past-due money to chase.
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What we owe today, next to this week's profit so far and the open invoices of buyers who are active and paying us. The Buyers table below shows which buyers count as steady, and why.
Every buyer that owes us money or has calls we haven't invoiced yet, largest balance first. A buyer is steady when we invoiced it in the last 21 days and it paid us in the last 30; only steady buyers count in the Debts box and the cash plan. To force a buyer in or out, put its name and Yes or No on the Dashboard Inputs tab.
From the Open Invoices tab, soonest due first. Set Approval right here and it saves to the tracker; approved rows turn green on both.
Unpaid buyer invoices on the Buyer Invoices - AR tab that aren't in collections. Invoices 75 to 89 days late are marked Near 90 days, so you can decide on them before they reach 90. Pick Yes under Collections to move one to collections; it then shows only in the In collections table below.
— worth —, marked Yes under In collections on the Collections tab, with who's handling them and what's been filed. They're left out of every other number on this page. Pick No to take one back out.
Weekly gross profit against the $75,000 weekly target, and how cash and what buyers owe us moved.
Net profit for the period, split 49 / 30 / 21 between Happy Quote, NSM and NBC.
Upload invoices, contracts, statements and bank files here. They're saved to Google Drive and listed below.
Open your personal link to upload. The shared link can only view.
Nothing uploaded yet.
Ask anything about cash, debts, invoices, buyers, publishers or this week's profit. It can't change anything.