How’s the business doing? It’s a simple question, but answering it usually means opening three apps, running a few reports, and piecing together numbers from different places. The dashboard puts it all on one screen: your cash position, what customers owe you, what you owe vendors, upcoming deadlines, and recent activity. Log in and immediately know what needs attention.Documentation Index
Fetch the complete documentation index at: https://docs.pluvel.com/llms.txt
Use this file to discover all available pages before exploring further.
Dashboard sections
Financial overview
At the top, you see key metrics:| Metric | What it shows |
|---|---|
| Cash position | Total cash across all bank accounts |
| Revenue (MTD) | Income this month |
| Expenses (MTD) | Spending this month |
| Net income | Revenue minus expenses |
Cash flow chart
Visual representation of money in vs. money out over the past 6 months. Helps you spot trends and seasonality.Accounts receivable
Outstanding invoices:- Current — Not yet due
- Overdue — Past due date
- Total AR — All outstanding
Accounts payable
Bills you owe:- Due soon — Due within 7 days
- Overdue — Past due
- Total AP — All outstanding
Recent transactions
Last 5 transactions from your connected bank accounts. Quick way to spot new activity.Upcoming deadlines
Compliance items due in the next 30 days:- Tax filings
- Annual reports
- License renewals
- Payroll due dates
Quick actions
Common tasks available in one click:- Create invoice
- Add bill
- Run payroll
- Add transaction
Dashboard modes
The dashboard adapts based on your business state:Setup mode (New accounts)
If you’re still getting set up, you’ll see:- Setup checklist with progress
- Getting started resources
- Key next steps
Normal mode
For businesses with activity:- Financial metrics and charts
- AR/AP summaries
- Transaction activity
Alert mode
When something needs immediate attention:- Red banner for urgent items
- Clear action buttons
- Can’t be dismissed until resolved
- Compliance deadline within 7 days
- Payroll not run for scheduled date
- Bank connection broken
Customizing your view
Date range
By default, dashboard shows month-to-date. Change to:- Today
- This week
- This month
- This quarter
- This year
- Custom range
Company selector
If you manage multiple companies, switch between them using the dropdown in the top navigation.Refreshing data
Dashboard data updates automatically, but you can force refresh:- Click the refresh icon in the top right
- Bank transactions sync every few hours
- After running payroll, data reflects immediately
Related
Financial reports
Dive deeper into your numbers.
Compliance calendar
See all upcoming deadlines.