You are on page 1of 17

COMPANY INC.

Dashboard
Dashboard

Dashboard by Month Issued Invoices Paid Invoices Unpaid Balance Overdue Invoices

THIS IS A TRIAL VERSION


Months 42 10 32 7
How To $ 103,667.00 $ 22,117.00 $ 52,252.00 $ 13,065.00
Settings

TO UNLOCK THIS REPORT


Help & Support

Jan Feb Mar

PURCHASE PREMIUM VERSIO Apr May Jun

Jul Aug Sep

Oct Nov Dec


COMPANY INC.

Dashboard by Month See Detailed Information Select Month March

Dashboard

Dashboard by Month Issued Invoices Paid Invoices Unpaid Balance Overdue Invoices

THIS IS A TRIAL VERSION


Months 6 2 4 0
How To $ 10,324.00 $ 1,109.00 $ 5,708.00 $ 0.00
Settings

TO UNLOCK THIS REPORT


Help & Support

PURCHASE PREMIUM VERSIO


COMPANY INC.

Invoices for January - 2021


Dashboard

Dashboard by Month Totals $ 20,825.00 $ 685.00 $ 3,143.00 $ 18,367.00 $ 7,301.00 $ 11,066.00

THIS IS A TRIAL VERSION


Months

January Invoice Costumer ID Customer Name Net Cost Tax Discount Invoice Total Invoice Date Due Date Total Paid Balance Invoice Status
Column
February s4s6d54f 123456 Customer 1 $ 1,500.00 $ 250.00 $ 700.00 $ 1,050.00 10-Jan-2021 15-Jan-2021 $ 0.00 $ 1,050.00 Unpaid-Overdue

TO UNLOCK THIS REPORT


March d4f5s654f 234567 Customer 2 $ 4,545.00 $ 125.00 $ 245.00 $ 4,425.00 11-Jan-2021 16-Jan-2021 $ 0.00 $ 4,425.00 Unpaid-Overdue

April 0f7s9d8f7 345678 Customer 3 $ 3,587.00 $ 110.00 $ 147.00 $ 3,550.00 13-Jan-2021 18-Jan-2021 $ 2,145.00 $ 1,405.00 Parley Paid - Overdue

May w6e5f9s77 456789 Customer 4 $ 4,214.00 $ 50.00 $ 954.00 $ 3,310.00 15-Jan-2021 20-Jan-2021 $ 957.00 $ 2,353.00 Parley Paid - Overdue

June

July

August
f4s68798e

1w35e7d
125875

135465 PURCHASE PREMIUM VERSION


Customer 5

Customer 6
$ 3,454.00

$ 3,525.00
$ 60.00

$ 90.00
$ 315.00

$ 782.00
$ 3,199.00

$ 2,833.00
18-Jan-2021

21-Jan-2021
23-Jan-2021

26-Jan-2021
$ 3,199.00

$ 1,000.00
$ 0.00

$ 1,833.00
Paid

Parley Paid - Overdue

September

October

November

December

How To

Settings

Help & Support


COMPANY INC.

Invoices for February - 2021


Dashboard

Dashboard by Month Totals $ 21,860.00 $ 1,235.00 $ 1,495.00 $ 21,600.00 $ 12,220.00 $ 9,380.00

THIS IS A TRIAL VERSION


Months

January Invoice Costumer ID Customer Name Net Cost Tax Discount Invoice Total Invoice Date Due Date Total Paid Balance Invoice Status
Column
February s4s6d54f 123456 Customer 1 $ 1,124.00 $ 50.00 $ 542.00 $ 632.00 10-Feb-2021 15-Feb-2021 $ 0.00 $ 632.00 Unpaid-Overdue

TO UNLOCK THIS REPORT


March d4f5s654f 234567 Customer 2 $ 2,456.00 $ 11.00 $ 0.00 $ 2,467.00 11-Feb-2021 16-Feb-2021 $ 1,100.00 $ 1,367.00 Parley Paid - Overdue

April 0f7s9d8f7 345678 Customer 3 $ 2,458.00 $ 54.00 $ 456.00 $ 2,056.00 12-Feb-2021 17-Feb-2021 $ 1,000.00 $ 1,056.00 Parley Paid

May w6e5f9s77 456789 Customer 4 $ 7,845.00 $ 98.00 $ 22.00 $ 7,921.00 14-Feb-2021 19-Feb-2021 $ 7,921.00 $ 0.00 Paid

June

July

August
f4s68798e

1w35e7d
125875

135465 PURCHASE PREMIUM VERSION


Customer 5

Customer 6
$ 2,456.00

$ 5,521.00
$ 998.00

$ 24.00
$ 475.00

$ 0.00
$ 2,979.00

$ 5,545.00
16-Feb-2021

18-Feb-2021
21-Feb-2021

23-Feb-2021
$ 1,245.00

$ 954.00
$ 1,734.00

$ 4,591.00
Parley Paid

Parley Paid

September

October

November

December

How To

Settings

Help & Support


COMPANY INC.

Invoices for March - 2021


Dashboard

Dashboard by Month Totals $ 10,577.00 $ 447.00 $ 700.00 $ 10,324.00 $ 4,616.00 $ 5,708.00

THIS IS A TRIAL VERSION


Months

January Invoice Costumer ID Customer Name Net Cost Tax Discount Invoice Total Invoice Date Due Date Total Paid Balance Invoice Status
Column
February s4s6d54f 123456 Customer 1 $ 2,452.00 $ 100.00 $ 0.00 $ 2,552.00 10-Mar-2021 15-Mar-2021 $ 1,520.00 $ 1,032.00 Parley Paid

TO UNLOCK THIS REPORT


March d4f5s654f 234567 Customer 2 $ 1,245.00 $ 50.00 $ 0.00 $ 1,295.00 11-Mar-2021 16-Mar-2021 $ 0.00 $ 1,295.00 Unpaid

April 0f7s9d8f7 345678 Customer 3 $ 325.00 $ 20.00 $ 50.00 $ 295.00 15-Mar-2021 20-Mar-2021 $ 295.00 $ 0.00 Paid

May w6e5f9s77 456789 Customer 4 $ 3,456.00 $ 245.00 $ 100.00 $ 3,601.00 17-Mar-2021 22-Mar-2021 $ 987.00 $ 2,614.00 Parley Paid

June

July

August
f4s68798e

1w35e7d
125875

135465 PURCHASE PREMIUM VERSION


Customer 5

Customer 6
$ 2,245.00

$ 854.00
$ 22.00

$ 10.00
$ 500.00

$ 50.00
$ 1,767.00

$ 814.00
19-Mar-2021

21-Mar-2021
24-Mar-2021

26-Mar-2021
$ 1,000.00

$ 814.00
$ 767.00

$ 0.00
Parley Paid

Paid

September

October

November

December

How To

Settings

Help & Support


COMPANY INC.

Invoices for April - 2021


Dashboard

Dashboard by Month Totals $ 10,906.00 $ 685.00 $ 0.00 $ 11,591.00 $ 7,896.00 $ 3,695.00

THIS IS A TRIAL VERSION


Months

January Invoice Costumer ID Customer Name Net Cost Tax Discount Invoice Total Invoice Date Due Date Total Paid Balance Invoice Status
Column
February s4s6d54f 123456 Customer 1 $ 1,000.00 $ 250.00 $ 0.00 $ 1,250.00 10-Apr-2021 15-Apr-2021 $ 1,250.00 $ 0.00 Paid

TO UNLOCK THIS REPORT


March d4f5s654f 234567 Customer 2 $ 954.00 $ 125.00 $ 0.00 $ 1,079.00 11-Apr-2021 16-Apr-2021 $ 0.00 $ 1,079.00 Unpaid

April 0f7s9d8f7 345678 Customer 3 $ 3,452.00 $ 110.00 $ 0.00 $ 3,562.00 11-Apr-2021 16-Apr-2021 $ 2,145.00 $ 1,417.00 Parley Paid

May w6e5f9s77 456789 Customer 4 $ 2,000.00 $ 50.00 $ 0.00 $ 2,050.00 15-Apr-2021 20-Apr-2021 $ 987.00 $ 1,063.00 Parley Paid

June

July

August
f4s68798e

1w35e7d
125875

135465 PURCHASE PREMIUM VERSION


Customer 5

Customer 6
$ 2,500.00

$ 1,000.00
$ 60.00

$ 90.00
$ 0.00

$ 0.00
$ 2,560.00

$ 1,090.00
18-Apr-2021

19-Apr-2021
23-Apr-2021

24-Apr-2021
$ 2,560.00

$ 954.00
$ 0.00

$ 136.00
Paid

Parley Paid

September

October

November

December

How To

Settings

Help & Support


COMPANY INC.

Invoices for May - 2021


Dashboard

Dashboard by Month Totals $ 14,825.00 $ 420.00 $ 782.00 $ 14,463.00 $ 6,686.00 $ 7,777.00

THIS IS A TRIAL VERSION


Months

January Invoice Costumer ID Customer Name Net Cost Tax Discount Invoice Total Invoice Date Due Date Total Paid Balance Invoice Status
Column
February s4s6d54f 123456 Customer 1 $ 500.00 $ 100.00 $ 0.00 $ 600.00 10-May-2021 15-May-2021 $ 600.00 $ 0.00 Paid

TO UNLOCK THIS REPORT


March d4f5s654f 234567 Customer 2 $ 3,545.00 $ 50.00 $ 0.00 $ 3,595.00 11-May-2021 16-May-2021 $ 0.00 $ 3,595.00 Unpaid

April 0f7s9d8f7 345678 Customer 3 $ 2,587.00 $ 100.00 $ 0.00 $ 2,687.00 11-May-2021 16-May-2021 $ 2,145.00 $ 542.00 Parley Paid

May w6e5f9s77 456789 Customer 4 $ 3,214.00 $ 100.00 $ 0.00 $ 3,314.00 11-May-2021 16-May-2021 $ 987.00 $ 2,327.00 Parley Paid

June

July

August
f4s68798e

1w35e7d
125875

135465 PURCHASE PREMIUM VERSION


Customer 5

Customer 6
$ 2,454.00

$ 2,525.00
$ 50.00

$ 20.00
$ 0.00

$ 782.00
$ 2,504.00

$ 1,763.00
18-May-2021

20-May-2021
23-May-2021

25-May-2021
$ 2,000.00

$ 954.00
$ 504.00

$ 809.00
Parley Paid

Parley Paid

September

October

November

December

How To

Settings

Help & Support


COMPANY INC.

Invoices for June - 2021


Dashboard

Dashboard by Month Totals $ 10,906.00 $ 357.00 $ 3,143.00 $ 8,120.00 $ 5,607.00 $ 2,513.00

THIS IS A TRIAL VERSION


Months

January Invoice Costumer ID Customer Name Net Cost Tax Discount Invoice Total Invoice Date Due Date Total Paid Balance Invoice Status
Column
February s4s6d54f 123456 Customer 1 $ 1,000.00 $ 50.00 $ 700.00 $ 350.00 10-Jun-2021 15-Jun-2021 $ 0.00 $ 350.00 Unpaid

TO UNLOCK THIS REPORT


March d4f5s654f 234567 Customer 2 $ 954.00 $ 100.00 $ 245.00 $ 809.00 11-Jun-2021 16-Jun-2021 $ 0.00 $ 809.00 Unpaid

April 0f7s9d8f7 345678 Customer 3 $ 3,452.00 $ 120.00 $ 147.00 $ 3,425.00 11-Jun-2021 16-Jun-2021 $ 2,145.00 $ 1,280.00 Parley Paid

May w6e5f9s77 456789 Customer 4 $ 2,000.00 $ 15.00 $ 954.00 $ 1,061.00 11-Jun-2021 16-Jun-2021 $ 987.00 $ 74.00 Parley Paid

June

July

August
f4s68798e

1w35e7d
125875

135465 PURCHASE PREMIUM VERSION


Customer 5

Customer 6
$ 2,500.00

$ 1,000.00
$ 22.00

$ 50.00
$ 315.00

$ 782.00
$ 2,207.00

$ 268.00
11-Jun-2021

11-Jun-2021
16-Jun-2021

16-Jun-2021
$ 2,207.00

$ 268.00
$ 0.00

$ 0.00
Paid

Paid

September

October

November

December

How To

Settings

Help & Support


COMPANY INC.

Invoices for July - 2021


Dashboard

Dashboard by Month Totals $ 21,660.00 $ 685.00 $ 3,143.00 $ 19,202.00 $ 7,089.00 $ 12,113.00

THIS IS A TRIAL VERSION


Months

January Invoice Costumer ID Customer Name Net Cost Tax Discount Invoice Total Invoice Date Due Date Total Paid Balance Invoice Status
Column
February s4s6d54f 123456 Customer 1 $ 1,500.00 $ 250.00 $ 700.00 $ 1,050.00 10-Jul-2021 15-Jul-2021 $ 0.00 $ 1,050.00 Unpaid

TO UNLOCK THIS REPORT


March d4f5s654f 234567 Customer 2 $ 4,545.00 $ 125.00 $ 245.00 $ 4,425.00 15-Jul-2021 20-Jul-2021 $ 0.00 $ 4,425.00 Unpaid

April 0f7s9d8f7 345678 Customer 3 $ 3,587.00 $ 110.00 $ 147.00 $ 3,550.00 15-Jul-2021 20-Jul-2021 $ 2,145.00 $ 1,405.00 Parley Paid

May w6e5f9s77 456789 Customer 4 $ 5,245.00 $ 50.00 $ 954.00 $ 4,341.00 18-Jul-2021 23-Jul-2021 $ 987.00 $ 3,354.00 Parley Paid

June

July

August
f4s68798e

1w35e7d
125875

135465 PURCHASE PREMIUM VERSION


Customer 5

Customer 6
$ 3,258.00

$ 3,525.00
$ 60.00

$ 90.00
$ 315.00

$ 782.00
$ 3,003.00

$ 2,833.00
18-Jul-2021

20-Jul-2021
23-Jul-2021

25-Jul-2021
$ 3,003.00

$ 954.00
$ 0.00

$ 1,879.00
Paid

Parley Paid

September

October

November

December

How To

Settings

Help & Support


COMPANY INC.

Invoices for August - 2021


Dashboard

Dashboard by Month Totals $ 0.00 $ 0.00 $ 0.00 $ 0.00 $ 0.00 $ 0.00

THIS IS A TRIAL VERSION


Months

January Invoice Costumer ID Customer Name Net Cost Tax Discount Invoice Total Invoice Date Due Date Total Paid Balance Invoice Status
Column
February

TO UNLOCK THIS REPORT


March

April

May

June

July

August
PURCHASE PREMIUM VERSION
September

October

November

December

How To

Settings

Help & Support


COMPANY INC.

Invoices for September - 2021


Dashboard

Dashboard by Month Totals $ 0.00 $ 0.00 $ 0.00 $ 0.00 $ 0.00 $ 0.00

THIS IS A TRIAL VERSION


Months

January Invoice Costumer ID Customer Name Net Cost Tax Discount Invoice Total Invoice Date Due Date Total Paid Balance Invoice Status
Column
February

TO UNLOCK THIS REPORT


March

April

May

June

July

August
PURCHASE PREMIUM VERSION
September

October

November

December

How To

Settings

Help & Support


COMPANY INC.

Invoices for October - 2021


Dashboard

Dashboard by Month Totals $ 0.00 $ 0.00 $ 0.00 $ 0.00 $ 0.00 $ 0.00

THIS IS A TRIAL VERSION


Months

January Invoice Costumer ID Customer Name Net Cost Tax Discount Invoice Total Invoice Date Due Date Total Paid Balance Invoice Status
Column
February

TO UNLOCK THIS REPORT


March

April

May

June

July

August
PURCHASE PREMIUM VERSION
September

October

November

December

How To

Settings

Help & Support


COMPANY INC.

Invoices for November - 2021


Dashboard

Dashboard by Month Totals $ 0.00 $ 0.00 $ 0.00 $ 0.00 $ 0.00 $ 0.00

THIS IS A TRIAL VERSION


Months

January Invoice Costumer ID Customer Name Net Cost Tax Discount Invoice Total Invoice Date Due Date Total Paid Balance Invoice Status
Column
February

TO UNLOCK THIS REPORT


March

April

May

June

July

August
PURCHASE PREMIUM VERSION
September

October

November

December

How To

Settings

Help & Support


COMPANY INC.

Invoices for December - 2021


Dashboard

Dashboard by Month Totals $ 0.00 $ 0.00 $ 0.00 $ 0.00 $ 0.00 $ 0.00

THIS IS A TRIAL VERSION


Months

January Invoice Costumer ID Customer Name Net Cost Tax Discount Invoice Total Invoice Date Due Date Total Paid Balance Invoice Status
Column
February

TO UNLOCK THIS REPORT


March

April

May

June

July

August
PURCHASE PREMIUM VERSION
September

October

November

December

How To

Settings

Help & Support


COMPANY INC.

General Dashboard Settings


Dashboard

Dashboard by Month Company Name: COMPANY INC.

THIS IS A TRIAL VERSIO


Months Year : 2021

How To First Month: January

Settings

TO UNLOCK THIS REPO


Help & Support

PURCHASE PREMIUM VER


COMPANY INC.

How it Works
Dashboard Step1: --> Settings Enter Company name (Optional)
Dashboard by Month Enter Year *
Months Enter First Month *
How To Step2: --> Months Enter Invoice Information *
Settings

Help & Support Step3: --> Dashboard by Month You Can See Result by Month

Step3: --> Dashboard You Can See Total Result

* - These values are important for calculations

Key Features

With this Invoice Tracker Template, you can keep the records, check the point by point data of the solicitations. Other than that you will actually want to think about

step by step and furthermore make a graphical examination between months.

Each entrepreneur needs to follow their solicitations if they are paid. Once there are issues with following the solicitations, it gets more averse to benefit from the

help your business gives and keeping separate notes and records can be confounding after some time. That is the reason we have fabricated this vault instrument to help in such manner.

Receipt following records in an organized way will assist you with understanding your remarkable installments and your exhibition of getting installments.
COMPANY INC.

Need assistance?
Dashboard

Dashboard by Month For support questions, email henry@finmodelslab.com anytime.

Months For assistance in leveraging the models for individualized, personalized models to fit your business questions,

How To details at https://finmodelslab.com/financial-modeling-forecasting/

Settings

Help & Support WARRANTIES & TERMS OF USE

Terms of Use and Warranties are located at https://finmodelslab.com/terms-of-service/

Purchase, download, or use of this model signifies acceptance of terms specified at https://finmodelslab.com/terms-of-service/

Copyright 2021 Finmodelslab, LLC

Questions, comments, ideas, email henry@finmodelslab.com

Finmodelslab, LLC

https://finmodelslab.com

You might also like