Customize your dashboard

The InnoBooks dashboard brings together four key indicators — Income, Expense, Profit and Outstanding — above a Revenue and Expenses chart you filter by category, type, taxes and period, plus two pie charts Expense by Category and Revenue by Client. Each selector works on its own, without leaving the page.

What you’ll need

The dashboard.read permission to open the Dashboard menu entry.
The dashboard.financial.read permission to see the financial view (tiles and charts). Without it, InnoBooks shows the personal dashboard: hours this week, this month and upcoming tasks.
Invoices and expenses already entered, so the indicators and charts have data to display.
Optional: the stock.adjustment.read permission to show the Waste & adjustments section at the bottom of the page.

Steps

Open the dashboard and read the indicators
From the menu, open Dashboard. At the top of the page, four tiles summarize your activity: Income (money in), Expense, Profit (Income − Expense) and Outstanding (invoices still due). These tiles are not affected by the chart filters.

Dashboard banner with the four Income / Expense / Profit / Outstanding tiles and their colored icons.
Filter the Revenue and Expenses chart by category
Below the tiles, the Revenue and Expenses chart shows three monthly series: Revenue (green), Expenses (red) and Profit (blue). Open the Select category picker to keep only certain sub-categories: click one or several entries and the chart recalculates instantly.
Choose the data type
In the Select Type menu, choose Revenue and Expenses (all three series), Invoice (revenue only) or Expense (costs only). In Invoice or Expense mode the chart shows a single series.
Switch before or after taxes
The tax filter (labelled Tax Filter) offers After taxes (the default) and Before taxes. “After taxes” includes the GST (5%) and QST (9.975%) collected and paid; “Before taxes” shows net amounts only. Pick one depending on whether you analyze real cash flow or your pre-tax margin.
Choose the period or fiscal year
The Select Time picker opens on Fiscal year by default. You can also choose Last 6 months, Last 12 months or a specific calendar year (the current year and the four previous ones). The chart updates immediately.
Explore the category and client charts
Below the main chart, two pie charts round out the analysis: Expense by Category (how your costs break down) and Revenue by Client (how your sales break down). Each has its own Select Time menu, also set to Fiscal year to start; they are independent of the Revenue and Expenses chart.

Tips & edge cases

The Revenue and Expenses chart filters are independent of the two pie charts: each chart keeps its own period.
On load, every chart opens on Fiscal year and the main chart on After taxes.
The main chart stacks three series (Revenue, Expenses, Profit); switching to Invoice or Expense reduces it to a single series.
The Waste & adjustments section appears below the charts only if your role has stock.adjustment.read.
Without dashboard.financial.read, the page automatically switches to the employee dashboard (hours and upcoming tasks): ask an administrator for this permission to get the financial view back.

Frequently asked questions

Why don’t I see the financial indicators?

The financial view (tiles and charts) requires the dashboard.financial.read permission. Without it, InnoBooks shows the personal dashboard: your hours this week, this month and your upcoming tasks. An administrator can adjust your role.

Which periods can I choose for the charts?

The Select Time menu offers Fiscal year, Last 6 months, Last 12 months, plus the current calendar year and the four previous ones. “Last month” is not offered for this chart.

What’s the difference between “Before taxes” and “After taxes”?

“After taxes” includes the GST (5%) and QST (9.975%); “Before taxes” shows net amounts only. Use “Before taxes” to compare margins and “After taxes” to match your real cash flow.