Business Dashboard
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Business Dashboard
⟳ Sync
NZ FY (Jul–Jun)
Calendar
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sample data
. Run
node sync/sync-notion.js
with your Notion token to load live data — see README.md.
Overview
Financial
Reports
Projects
Inspections & PS
Clients
Revenue by month
(invoiced ex GST)
Projects by stage
Outstanding invoices
Recent projects
Invoiced vs paid by month
(ex GST)
Revenue by period
(ex GST)
Aged receivables
(unpaid invoices by age)
Export CSV
All invoices in period
Export CSV
Compare periods
(any two month ranges)
Export CSV
Period A:
→
Period B:
→
Monthly breakdown
Export CSV
Year-on-year revenue by month
(invoiced ex GST)
Year totals
Export CSV
GST return periods
(2-monthly, invoice basis — check against your IRD filing cycle)
Ending Jan/Mar/May…
Ending Feb/Apr/Jun…
Export CSV
Pipeline by stage
(value ex GST)
New projects per month
Work in progress & forecast
Project register
Export CSV
All stages
Inspections by type
Inspections by engineer
Producer statements by type
Recent producer statements
Top clients by revenue
(invoiced ex GST, period)
Top clients by project count
Client directory
Export CSV
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Business Dashboard