What is your Business Dashboard?
Let's break your dashboard down a bit so you can fully leverage the insights it holds.
Getting Started
The Getting Started checklist is a quick activity guide that helps new users navigate and understand Wethos quickly. It ensures you can set up and utilize the platform efficiently, maximizing your experience from the start. This checklist is tailored for you based on the questions you answered when signing up for your account and what you're looking for the most in Wethos!
Projects Won vs. Invoices Paid
You’ll notice on the top of the dashboard is a chart that shows the total amount of your projects won (the cumulative amount of projects with the status won, in progress, or completed in the timeframe) compared to the invoices you’ve gotten paid in the time frame selected. This graph will compare your planned revenue versus actual revenue so you can easily understand the amount you’ve gotten paid and the outstanding amount you’re owed as you run your business.
View your planned revenue versus actual revenue over various time frames to see how your business is tracking over time. Your chart will default to the last 3 months, but you can click the drop-down in the top right to change the time period you want to look at. Your options are:
3 months: This option lets you view your projects won vs. invoices paid for the past three months. This can provide a snapshot of your company's recent performance.
12 months: This option lets you view your projects won vs. invoices paid for the past 12 months. This can provide a more comprehensive view of your company's performance over a longer period of time.
YTD (Year-to-date): This option allows you to view your projects won vs. invoices paid from the start of the current year up to the present date. This can provide an up-to-date view of your company's performance for the current year.
If you have yet to have any data added here, feel free to toggle on “Preview chart with dummy data” to visualize how this chart will look with more information.
Project Pipeline
Under the Projects section of your Dashboard, you can track the number of projects and the amount of revenue expected from projects that are in a lead, won, and in-progress state. You can click on each item to see a view of the projects associated with that status.
You can change the status of your projects on the Projects page or from within the project itself to keep your pipeline updated.
Once you update the status of a project, the change will reflect on your Dashboard.
Invoices
Keep an eye on any outstanding, sent, or overdue invoices in the Invoices section of the dashboard to ensure you get paid on time every time. You can click on each item to see a view of the invoices associated with that status.
Don't forget - you can send a reminder for invoices overdue or manually mark an invoice as paid if you get it paid off the Wethos platform.
Recent Activity
Stay on top of updates to invoices, payments, and proposals for a quick and easy glance at where your clients are at in the process. Recent activity will show you when items have been sent, accepted or paid for a quick understanding of the recent activity for your business.
Copy and Share Your Quick Links:
Engage with your audience and your clientele to help spread the word for your work! Share your Wethos Network Profile or your Project Lead Form link on social media, in email signatures, and across your professional network. The more exposure, the higher the chances of attracting potential clients. By selecting either link, it will be automatically copied to your clipboard for you to share on your personal sites. You can learn more about the Wethos project lead form here.
Stay in the know
In this section, you will find continuous updates about new features and tips for how you can utilize Wethos to work smarter while running your freelance business. There will be quick tips for your business or new updates showcased here.
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Still have questions? We're happy to help!
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