The Customer Dashboard report puts everything about one customer on one page: their estimates, invoices, payments and credit notes, their projects, and the time, expenses and fixed amounts tracked for them, split into invoiced and uninvoiced. It answers customer questions without running several reports.
Open the report
Click Reports in the left menu. On the Standard tab, find Customer Dashboard under Finance, or type "customer" into Search.
In the parameters panel on the right, choose a Customer. The report runs for one customer at a time, and stays empty until you choose one.
Click Preview.
The report covers all of the customer's projects, whether or not you're a member of them. Amounts are in the customer's currency and are never converted to your account currency (see currency conversion in reports).
Read the dashboard
Five summary panels run across the top. Click a panel to open its tab below, then click a name such as Payments or Team to switch lists.
Panel | Figures | Ring chart |
|---|---|---|
Transactions | Estimate, Sales Invoice, Payments and Credit Notes totals | None |
Projects | Project Count, Outstanding Tasks, Completed Tasks | % of tasks completed |
Time | Total Time, Invoiced and Uninvoiced hours | % invoiced |
Expenses | Total Expense, Invoiced, Uninvoiced | % invoiced |
Fixed amounts | Total Fixed Amount, Invoiced, Uninvoiced | % invoiced |
Transactions
List | Columns |
|---|---|
Estimate | Est Number, Issue Date, Subject, Status, Amount |
Sales Invoice | Inv Number, Issue Date, Subject, Status, Amount, Balance |
Payments | Payment Number, Payment Date, Payment Source, Status, Amount, Balance |
Credit Notes | Credit Note Number, Issue Date, Status, Amount, Balance |
An invoice's Balance is what's still owed. A payment's or credit note's Balance is the part not yet applied to an invoice. A sent or partly paid invoice past its due date shows as Late, and a sent estimate past its due date as Expired. Amounts include tax. Click a number to open the record in Avaza.
Retainer invoices aren't listed. The Customer Statement includes them, with a running balance. To see what's overdue by age, use Invoice Aging.
Projects
One row per project, with the columns of the Project Dashboard report: Project Title (with its status), Tasks (completed out of total), Budget, Spent, Remaining, Act Hrs, Time Amount, Expense Amount, Fixed Amount, Uninvoiced Amount and Invoiced Amount.
- Time Amount uses the cost rate saved on each time entry. Time without a cost rate counts as zero.
- Spent is in hours for an hours budget. For Total Project Fees or No Budget, it's the time amount plus expenses and fixed amounts. Remaining has a bar that turns red when the project is over budget.
- Uninvoiced Amount is billable time at billable rates plus chargeable expenses and fixed amounts not invoiced yet. Invoiced Amount is the invoice lines linked to the project, before tax.
Click a project name to open it. Archived projects are marked (Archived) and don't link. Figures can differ from the Project Dashboard report, which by default counts approved entries only and leaves fixed amounts out of Spent.
Time
The Projects, Team and Category lists show Invoiced Hours, Invoiced Amount, Uninvoiced Hours, Uninvoiced Amount, Non Billable Hours, Total Hours and Total Amount. Invoiced and uninvoiced figures count billable time only, at the billable rate saved on each entry. Total Hours includes non-billable time.
Expenses
The Category, Team and Projects lists show Invoiced Amount, Uninvoiced Amount (chargeable expenses not invoiced yet) and Total Amount, before tax. Expenses in other currencies are converted to the customer's currency at the rate saved on each expense.
The Time and Expenses tabs count entries whatever their approval status, including drafts, and the Projects tab has no approval filter either. To count approved entries only, use the Uninvoiced Items report with its approval status filters.
Fixed amounts
The Projects list shows each project's fixed amounts: Invoiced Amount, Uninvoiced Amount and Total Amount.
Choose what to include
- Billable To Customer: in the Projects tab, values time at billable rates instead of cost rates, so non-billable time counts as zero, and counts only chargeable expenses. Act Hrs still counts all hours. Off by default.
- Project Archive Status: Active or Archived projects, or both. See archiving projects.
- Time Format: hours and minutes or decimal hours. It starts on your account's format.
- Rounding: applies your account's timesheet rounding, so hours match your invoices.
- Apply Expense Markup: adds each expense category's markup, to show what you'll invoice.
- Estimate Status: Draft, Accepted, Sent, Converted, Expired or Rejected. Empty includes every estimate.
- Sales Invoice Status: the invoice statuses to include. Empty includes every invoice, even drafts and void invoices.
- Date Range: All Time by default. Pick a preset such as Last Month, or Custom Date Range with a Start Date and End Date. It filters transactions by their date, time by entry date and expenses by expense date. The Projects tab always covers all dates.
- Project Budget based on linked Invoices: uses the total of each project's linked invoice lines as its budget, without changing the project. It only works for No Budget and Total Project Fees projects.
- Flatten Report Tabs: shows every tab and list one after the other.
Save, schedule or export
Tick Flatten Report Tabs before you print or export, so the file includes every tab.
Save the report for a customer to run it again in one click, or share it with management. With a preset such as Last Month, the dates are worked out again each time. On a paid plan, a saved report can be emailed on a schedule, for example monthly. If it goes to the customer's own contacts, tick Billable To Customer first, so the Projects tab doesn't show your cost rates.
Who can see it
The Customer Dashboard is a finance report for Administrators and Finance Managers. If you can't find it, ask an Administrator to add the Finance Manager role to your contact record. See managing users and contacts.
Customers can't run it. In the customer portal, contacts with the Customer Finances role get Quotes/Estimates and Invoices pages, with their outstanding and paid invoices and totals, but no dashboard.
For a live view inside Avaza, open the company from Contacts and use its Dashboard tab. For sales totals across all customers, see Sales by Customer, and for the other finance reports, the overview of finance reports.