How do I read the Financial Dashboard?

How do I read the Financial Dashboard?

How do I read the Financial Dashboard?

The Financial Dashboard is the reporting view for invoicing. It needs billing:view; without it you see You do not have permission to view the financial dashboard.

Pick a date range with the from and to date inputs at the top, then Refresh. The Updated <time> line shows when the stats were generated.

Period Summary

Four cards for the selected range:

  • Revenue — with N paid of M.
  • Collection Rate — colored by band (green at or above 90%, amber at or above 70%, red below).
  • Outstanding — with the open-invoice count.
  • Overdue — with the overdue-invoice count.

All Time

  • Total Revenue
  • Total Invoices — with paid count.
  • Flight Hours
  • Instructor Hours
  • Avg Invoice — with Avg N hrs/flight.

Charts and tables

  • Invoice Status — stacked breakdown of Paid, Open, Void, Uncollectible.
  • Daily Revenue and Monthly Trend — revenue over time, with flight-hour context.
  • Revenue by Aircraft and Revenue by Instructor — bar charts by total.
  • Top Students — Student, Invoices, Hours, Total.
  • Outstanding Invoices — Student, Amount, Due, Status (overdue or open); View all links to the open invoices.
  • Period Flight Hours — Flight Hours and Instructor Hours for the range.

Hobbs vs. flight hours

Flight-hour totals on this dashboard come from the invoiced flights' Hobbs time; instructor hours are tracked separately as Instructor Hours. The two are never merged.

Related

  • For the quick operational view and the overdue action list, use the Invoicing landing page. See [[invoicing-ar-aging-and-collections]].

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