How money flows in and out of your business is a key indicator of its health. This metric, known as your cashflow, tells you at a glance how your business is doing financially.
Your current and future cashflow
You’ll have three key metrics to review: your income, your expenses, and your balance (the difference between these two numbers). You can choose between viewing to-date sums or projections.
1. Go to the Finance tab in the top navigation menu → select Dashboard.
2. Above the Balance insight, select what time range you want to view your insights for.
a. Choose a past time range to view to-date sums (e.g., month-to-date).
b. Choose a future time range to view projections (e.g., next month).
What the numbers mean
These three numbers (Income, Expenses, and Balance) tell you candidly about how your business brings in and spends money. The table below describes what each number includes and does not include. The kinds of income and expenses marked with To-date only are not considered when calculating your projections.
Does not include
The difference between income and expenses
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