The dashboard

The dashboard is where the triangle comes together on one screen — Revenue, Cash, and Costs side by side, so you can see where the business stands without opening four tabs. It’s the first thing you land on, and every number on it follows the space you’re in.

How the dashboard reads your data

A short bar at the top of the dashboard reminds you that amounts are shown in the selected currency using the closest available exchange rate for each record. You control three things from the dashboard controls:

Control	What it does
Currency	Converts every figure to one currency (TRY, USD, or EUR) so mixed-currency data compares cleanly. Your choice is remembered.
Stage	Narrows the pipeline widgets to a single stage, or ALL.
Unit	Narrows to a single unit, or ALL.

Several widgets also have their own year selector so you can step back through history.

The summary cards

The row of cards at the top is the quick pulse of the business:

Total Pipeline — the value of open deals.
Collections (This Year) — what’s actually come in, in the selected currency.
Planned (This Year) — what your collection plans said you’d bring in.
Monthly Staff Cost — recurring staffing cost per month.
Upcoming Payments (7d) — cost payments due in the next seven days.

The widgets

Below the cards, the dashboard is a grid of chart widgets. The full set includes:

Widget	What it shows
Overdue Payments	Past-due cost payments needing attention.
Upcoming Payments	Costs due in the next 7 days.
Amount by Stage	Deal value distributed across pipeline stages.
Amount by Unit	Value per unit, stacked by stage for deeper context.
Revenue Forecast vs Actual	Planned collections against actual revenue, by month, with a forecast-accuracy figure.
Collection Performance by Month	Monthly collection performance within a selected year.
Total Collections by Year	Completed collections per year, converted to the selected currency.
Total Planned Collections by Year	Future planned amounts per year.
Planned Collections by Unit	Planned amounts across business units.
Cumulative Sales by Closing Date	A running monthly total of closed deals.
Total Costs by Deal	Allocated costs per deal across the selected years.
All Costs by Month	Total monthly costs (staff plus operational).
Employee Costs by Month	Monthly staffing costs.
Customer Retention	Monthly retention and churn rates.

Widgets adapt to your business type

The dashboard isn’t fixed — it surfaces what matters for the kind of stream you’re running. The labels shift with your business type (a card reading Collections in a services space reads differently in a product space, via dynamic terminology), and some widgets only appear where they make sense — for example, the Customer Retention widget is built around recurring-revenue data. So two spaces of different types won’t show an identical dashboard.

Want the data, not the chart?

Every chart is a starting point. To pull the underlying records into a spreadsheet, use export. For an AI-written narrative built on top of these numbers — with insights and commentary — see Reports.

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