Your dashboard home (Overview)

Overview is the first page you land on when you sign in, and the page you return to whenever you click Overview at the top of the sidebar. It is your daily starting point: a quick snapshot of the money moving through your firm and short, actionable lists of what needs your attention next, all on one screen. Nothing here is edited in place. Every card and list is a jumping-off point that links you straight to the full record.

This page explains what each part of the Overview shows, how the billing snapshot filters work, and where each list takes you.

Before you begin

• Overview is the sidebar's home link. It sits at the very top of the first navigation group. Clicking it from anywhere brings you back here. See Navigating the dashboard.
• What you see depends on your role. The Overview is built from several independent sections, and each one only appears if your role can view that area. If you cannot see the billing snapshot, or one of the lists is missing, that is because your role does not include view access for it, not because there is no data. See Roles and permissions.
• Everything is scoped to your current firm. If you belong to more than one firm, the Overview reflects the firm shown at the top of the sidebar. Switch firms to see another firm's snapshot.
• This is not the Billing overview. The Overview home is a quick daily digest across events, tasks, invoices, and unbilled work. The separate Billing overview dashboard, under the Billing group, is a deeper financial analytics page. See How this differs from the Billing overview.

The billing snapshot

If your role can view billing, the top of the Overview is a compact billing snapshot: a row of filters, five headline numbers, and a per-day chart. It answers "how is the firm doing this week?" without leaving the home page.

If your role does not include view access for invoices, this whole section is hidden and the Overview begins with the list widgets instead.

The filters

A row of controls sits above the numbers and drives everything in the snapshot:

• Date range. Pick the period the snapshot covers. It starts on the last 7 days (today and the six days before it). Click it to choose any range; clearing it shows Pick a date range.
• Compare to. Every number and the chart are compared against an earlier period. The button reads Compare to previous period by default, which is the same-length stretch immediately before your date range. Open it to switch between Previous period and a Custom range you set yourself.
• Members. The snapshot starts scoped to you, the signed-in member, so you first see your own billing. Open the Members filter to add or remove members, or clear it to include the whole firm.
• Refresh. The circular arrow on the right re-pulls the latest figures without reloading the page.

The five metric cards

Below the filters, five cards summarize the selected period. Each shows the amount for your date range and a small up or down arrow with the change against the comparison period.

• Total billed is the value invoiced during the period.
• Paid is the payments received.
• Outstanding is what has been billed but not yet paid.
• Overdue is the portion of outstanding that is past its due date.
• Refunded is the amount refunded.

The change indicator reads as a percentage (for example, an up arrow with 12%), shows New when the comparison period had nothing to compare against, and shows 0% when the figure is unchanged.

The "Billed per day" chart

Under the cards, a line chart plots the daily trend for your date range. Two lines are drawn: a solid line for This period and a dashed line for Previous period, so you can see how the current stretch is tracking against the one before it. Hover any point to read the exact amounts for that day.

Your work at a glance

Below the billing snapshot (or at the top of the page, if you do not have billing access) are four lists that surface what needs attention. They sit in a two-column grid. Each list shows the most relevant few rows, and each row has a View button on the left that opens that record. A View all link at the bottom-right of a list opens the full page it draws from, and the small options control at the top-right lets you refresh the list or hide columns.

As with the billing snapshot, a list only appears if your role can view that area, so you may see fewer than four.

Upcoming events

Your next meetings and calendar events.

• Event is the event's title, with a colored dot for its calendar.
• When is the date, or the date and time for a timed event.

View or the title opens the event; View all opens the Calendar.

Tasks due and overdue

Tasks that are due soon or already past due.

• Task is the task name.
• Assignee is who it is assigned to.
• Due is when it is due. Overdue tasks are shown in red.

View opens the task (inside its matter, if it belongs to one); View all opens Tasks.

Invoices due and overdue

Invoices that are awaiting payment.

• Invoice is the invoice number.
• Client is who it was billed to.
• Due is the due date, with an Overdue badge when it has passed.
• Balance is the amount still owed.

View opens the invoice; View all opens Invoices.

Unbilled activity

Time entries and expenses that have not been added to an invoice yet, so you can see what is ready to bill.

• Type is a Time or Expense tag.
• Category is the activity category.
• Date is when it was recorded.
• Amount is its value.

View opens the activity; View all opens Activities.

How this differs from the Billing overview

Esqase has two "overview" pages, and it is easy to mix them up:

• Overview (this page, the sidebar home) is a daily digest. It combines a small billing snapshot with lists of upcoming events, due tasks, due invoices, and unbilled work, to answer "what should I look at right now?"
• Billing overview (under the Billing group) is a dedicated financial dashboard. It focuses only on money, with fuller charts of revenue, refunds, and how periods compare, and no task or event lists.

Use the Overview home to start your day, and the Billing overview when you want to study the firm's finances in depth.

Troubleshooting

I do not see the billing snapshot at all. The billing snapshot only appears if your role can view invoices (firm owners always can). If your role is view-only for other areas but not billing, your Overview starts with the list widgets. See Roles and permissions.

One of the lists is missing. Each list is tied to a permission. If your role cannot view events, tasks, invoices, or activities, that list is hidden. Ask a firm owner or administrator to adjust your role if you need it.

My billing numbers look low. The snapshot defaults to your own work because the Members filter starts set to you. Clear the Members filter to see firm-wide totals, and check the Date range, which defaults to the last 7 days.

A number does not match the Billing overview or the Invoices page. The Overview snapshot follows the date range, comparison, and member filters you have set here, and covers only that window. The Billing overview and Invoices pages use their own filters, so the totals will differ unless the ranges line up.

Related

• Navigating the dashboard
• The billing overview dashboard
• Calendar and events
• Creating and managing tasks
• Creating and sending invoices
• Time and expense tracking
• Roles and permissions