Pay less, invoice more: 40% off all plans for your first 6-12 months See pricing

Understanding Your Dashboard

Getting Started Updated Jun 3, 2026

Your Business at a Glance

The TallySpark dashboard gives you an instant overview of your business health with key metrics, recent activity, and quick actions.

Key Metrics Overview

At the top of your dashboard, you'll see important business metrics:

  • Total Revenue - Your total income for the selected period
  • Outstanding Invoices - Total amount awaiting payment
  • Overdue Amount - Invoices past their due date
  • Paid This Month - Payments received in the current month

Revenue Chart

The revenue chart shows your income trends over time. You can:

  • Switch between different time periods (week, month, quarter, year)
  • Compare current period to previous periods
  • Identify seasonal patterns in your business

Recent Activity

Stay informed with the recent activity feed showing:

  • New invoices created
  • Payments received
  • Quotes sent and accepted
  • Upcoming invoice due dates

Quick Actions

Common tasks are just one click away:

  • Create Invoice - Start a new invoice immediately
  • Create Client - Add a new client to your database
  • Record Payment - Log a payment you've received
  • Create Quote - Send a new quote to a prospect

Customizing Your Dashboard

Your dashboard automatically updates based on your business activity. For the most accurate insights:

  • Keep your invoices up to date with payment status
  • Record all payments promptly
  • Mark invoices as sent when delivered

Was this article helpful?