Your Cockpit
How to read and adjust the revenue chart, what the stat cards and Open Invoices show, and what a new workspace sees.
Cockpit is your dashboard, the home screen you see when you open Billow. It shows your revenue chart, the stat cards and your open invoices.
The revenue chart
The chart shows the revenue your paid invoices brought in during the selected period, counted on the date each one was paid. Invoices in other currencies are converted to your workspace currency.
Above the chart, the total for the period sits next to the percentage change, with a line such as “€1,200 more than previous month” underneath.
Change the period
Open the period dropdown at the top right of the chart.
Choose a period.
The chart reloads for that period. Billow remembers your choice and uses it the next time you open Cockpit. Until you choose one, the chart shows Year to Date.
Period | Each bar or point covers |
|---|---|
Week to Date, Last 7 Days, Month to Date, Last 30 Days | A day |
Last 90 Days | A week |
Last 180 Days, Year to Date, Last 365 Days, Last 2 Years | A month |
Last 5 Years | A quarter |
Change how the chart draws
Open the ⋮ menu next to the period dropdown.
Choose a view, or turn a line on or off.
Your choices are saved and stay in place the next time you open Cockpit.
Option | What it does |
|---|---|
Cumulative | Builds revenue up across the period. This is the default view. |
Totals | Shows each day, week, month or quarter on its own. |
Show break-even | Draws your costs as a line, so you can see whether your revenue covers them |
Show projected | Adds your Pending invoices at their due dates, extending the chart forward. An overdue invoice counts from today. |
Show potential (lead volume) | Adds the top of each open lead’s budget range to the projected line |
When an option is greyed out
Show break-even needs Monthly Costs set under Settings → Accounting, and isn’t available on the shortest periods.
Show potential (lead volume) is available only when all of these are true:
At least one open lead has a budget.
The Cumulative view is selected.
Show projected is on.
The period is Last 90 Days or longer.
The stat cards
The stat cards sit next to the chart. They always cover the present, whatever period the chart shows.
Card | What it shows |
|---|---|
How many offers are waiting for your client, and their total. Clicking it opens the Pending tab of your projects list. | |
How many Pending invoices you have, and their total. Clicking it opens the Unpaid tab of your invoice list. | |
Costs Covered This Month | Revenue paid this calendar month as a percentage of your monthly costs |
Yearly Revenue Target | Revenue paid this calendar year as a percentage of your target |
Active Accounts | How many accounts are Healthy or Risky. Clicking it opens your accounts. See Account statuses. |
Until you set your monthly costs, Costs Covered This Month shows “Click to set monthly costs.” Until you set a target, Yearly Revenue Target shows “Click to set a target.” Either card opens Settings → Accounting, where you fill in Monthly Costs and Yearly Revenue Target.
Open Invoices
Open Invoices sits below the chart. It lists every invoice you’ve sent that hasn’t been paid yet, with the nearest due date first.
Empty workspaces
A new workspace has no revenue to chart. If you’re an admin and the workspace has no invoices yet, Cockpit shows a blurred preview in place of the chart and the stat cards, with this message:
Import Your [year] Business Data Add all your invoices from the current year so Billow can show you all existing metrics and populate your CRM for you.
Click Import now to bring in your existing invoices. Importing fills in your revenue history and creates the accounts behind the invoices. See Importing past invoices.
