Dashboard
Monitor revenue, expenses, profit, invoices, and cash flow from one view, then export dashboard data to CSV for reporting.
Dashboard keeps your core financial numbers in one place
Use the dashboard to check revenue, expenses, profit, invoice status, cash flow, and recent transaction activity without digging through detailed reports. When you need to share or analyze the data elsewhere, export the dashboard view to CSV.
Dashboard data reflects the company you currently have active in NomadBill.
Dashboard overview
The dashboard gives you a central view of your business performance. It brings together the numbers most teams check regularly, including revenue, expenses, profit, outstanding invoices, paid invoices, cash flow, transaction activity, and currency exposure.
This view is designed for quick monitoring. Instead of opening separate accounting screens, you can scan the dashboard to understand how money is moving through the business and where follow-up may be needed.
Per-company dashboard
If you work across multiple companies, switch to the correct company before reviewing totals or exporting data. The dashboard only shows data for the active company.
Key metrics
The main KPI area highlights the financial values most users track day to day. Use these metrics to spot changes quickly and decide where to drill in next.
| Metric | What it shows | Why it matters |
|---|---|---|
| Revenue | Income generated by your business | Confirms how much you are bringing in over the selected period |
| Expenses | Money your business has spent | Helps you track costs and control spending |
| Profit | Revenue minus expenses | Shows whether the business is operating at a gain or loss |
| Outstanding invoices | Invoices that are still unpaid | Helps you identify receivables that may need follow-up |
| Paid invoices | Invoices that customers have already paid | Confirms collected revenue and payment completion |
| Cash flow | Money moving in and out of the business | Helps you understand liquidity, not only profitability |
| Transaction activity | Recent financial activity across the account | Gives you a quick pulse on current movement and changes |
Charts and trends
Charts on the dashboard turn raw totals into patterns you can read at a glance. Use them to compare performance over time and to see whether revenue, expenses, and profit are moving in the right direction.
Visual trend data is especially useful when totals alone do not explain what changed. A single number might look healthy, while a chart can reveal a decline, a spike in spending, or uneven activity across a period.
The dashboard also includes views related to invoice performance, cash flow, and transaction activity. These visuals help you move from summary to investigation faster because you can spot unusual movement before opening underlying records.
Exporting dashboard data
Export dashboard data to CSV when you need to share numbers with your team, build a custom report, or continue analysis in spreadsheet software. CSV export gives you a portable version of the dashboard data for reporting workflows outside NomadBill.
CSV exports are useful when you need to combine dashboard data with budgeting, forecasting, or board-reporting templates.
Before exporting, confirm that the correct company is active and that the dashboard shows the data you want to report on. Then use the Export CSV action from the dashboard.
After the export finishes, you will have a CSV file you can open in spreadsheet tools for filtering, sorting, and presentation. If the numbers do not match what you expected, check the active company first.