Dashboard Overview

Your dashboard shows key metrics at a glance:

Revenue this month - Payments received
Outstanding invoices - Unpaid amounts
Quotes pending - Awaiting client response
Upcoming payments - Expected income

Revenue Tracking

Monthly Revenue

Track income over time:

Current month total
Comparison to previous months
Year-over-year trends
Revenue by client

Revenue by Client

See which clients drive your business:

Total revenue per client
Number of projects
Average project value
Payment reliability

Revenue by Service

Understand your service mix:

Income by service category
Most profitable services
Growth trends by service

MRR/ARR Tracking

For subscription and retainer-based businesses:

Monthly Recurring Revenue (MRR)

Active retainer total
New MRR this month
Churned MRR
Net MRR change

Annual Recurring Revenue (ARR)

MRR × 12
Year-over-year growth
Projected annual income

Retainer Analytics

Number of active retainers
Average retainer value
Retention rate
Churn analysis

Cash Flow Projections

Forecast your income with AI-powered projections:

How It Works

Tillage analyzes:

Open invoices and due dates
Recurring billing schedules
Contract payment milestones
Historical payment patterns

Confidence Levels

Projections show confidence based on:

Status	Confidence
Signed contract	High (95%)
Sent contract	Medium (60%)
Draft contract	Low (30%)

Time-Based Adjustments

Near-term (< 90 days): Most accurate
Medium-term (90-180 days): Moderate confidence
Long-term (> 180 days): Estimated

Weekly View

See expected income week by week:

Total expected
Risk-adjusted amount
Payment sources

Monthly View

12-month forward projection:

Expected vs risk-adjusted
Seasonal patterns
Growth trajectory

Invoice Aging

Track overdue invoices:

Aging Buckets

Current - Not yet due
1-30 days - Recently overdue
31-60 days - Moderately overdue
61-90 days - Significantly overdue
90+ days - Severely overdue

Aging Report

For each bucket:

Number of invoices
Total amount
Client breakdown
Days outstanding

Collection Priority

Focus collection efforts on:

Largest amounts
Oldest invoices
Clients with multiple overdue

Quote Analytics

Track quote performance:

Quote Status

Drafts in progress
Quotes sent
Quotes viewed
Approved (won)
Rejected (lost)

Win Rate

Total quotes sent
Quotes won
Win percentage
Trend over time

Quote Value

Average quote value
Total quoted this period
Approved quote value
Pipeline value (pending)

Time to Decision

Average days from sent to response
Fastest/slowest decisions
Client comparison

Payment Analytics

Understand payment patterns:

Payment Methods

Percentage by card vs ACH
Average payment by method
Fees by method

Payment Timing

Average days to payment
On-time vs late payments
Payment speed trends

Failed Payments

Failure rate
Common failure reasons
Recovery rate after retry

Client Analytics

Client Lifetime Value

Total revenue per client
Average project value
Number of projects
Relationship duration

Top Clients

Ranked by revenue
Ranked by projects
Ranked by profitability

Client Retention

Active client count
Returning vs new clients
Client churn rate

Reports

Available Reports

Revenue Summary - Income by period
Accounts Receivable - Outstanding invoices
Cash Flow Forecast - Projected income
Client Revenue - Income by client
Quote Performance - Win/loss analysis

Export Options

PDF for presentations
CSV for spreadsheets
JSON for integrations

Scheduled Reports

Premium feature:

Weekly email summaries
Monthly financial reports
Custom report schedules

Premium Analytics

Advanced features on Premium plan:

Custom date ranges - Any time period
Advanced filtering - Multi-criteria
Comparison views - Period over period
Export capabilities - All formats
Scheduled reports - Automated delivery

Data Security

Your analytics data is:

Encrypted at rest
Accessible only by your team
Not shared with third parties
Retained as long as needed

Related: Dashboard | Invoicing | Pricing