Dashboard

What the Dashboard is for

The Dashboard is the operational home screen of the admin panel. It opens automatically right after you sign in and gives staff an at-a-glance read on revenue, sales activity, support load, and how many services are live — all without having to drill into individual pages. Think of it as the morning overview you check before getting into the day's work.

How to reach it

The Dashboard is the first item in the left sidebar (the Dashboard link). It is also the default landing page after you sign in, so you will usually arrive here without clicking anything.

The status strip and version

In the top-right of the page heading, beside the page title, FluxBilling shows a row of small live health indicators. Each one is a tiny coloured dot next to a label: green means online, amber means degraded, and red means offline. The four checks are:

Indicator	What it tells you
API Server	The application is reachable and responding.
Database	The data store is connected and healthy.
Payment Gateway	Whether an enabled payment provider is reachable. A red dot here means checkout may fail.
Email Service	Whether outgoing mail (invoices, ticket replies, notifications) can be sent. Amber means it is configured but only partly verified.

To the right of the dots you will see the current platform version (for example v1.2.3). If your plan has an active subscription, a short summary may also appear here showing Due in (days until renewal — the figure turns amber within 30 days and red within 7), your active Clients count against any limit, and your Servers count against any limit. A count shown in red means you have reached that limit.

The status dots are live. Check the Payment Gateway indicator before launching a promotion or sending out renewal invoices — a red dot there means new orders can stall at the payment step.

The stat tiles

Across the top sit four revenue and client tiles. All money figures are shown in your store's display currency.

Tile	What it shows
Last 30 Days	Revenue collected over the trailing 30 days.
This Month	Revenue collected since the start of the current calendar month. A small badge shows the percentage change versus the same point last month — green with an up arrow when growing, red with a down arrow when falling. Brand-new stores with no prior month to compare against show a New badge instead.
Total Revenue	All-time revenue collected.
Total Clients	The number of client accounts. A small +N badge appears when one or more clients signed up this month.

The quick-counter row

Below the stat tiles is a row of four counters. These double as shortcuts — most jump straight to the matching page.

1. Pending Orders — the number of orders awaiting action. A pulsing amber dot appears when the count is above zero. Click the tile to open the Orders list.
2. Pending Cancellations — services with an outstanding cancellation request. A pulsing orange dot appears when there are any. Clicking it opens a review window (described below) rather than navigating away.
3. Open Tickets — currently open support tickets. Click to open the Tickets list filtered to open tickets.
4. Total Services — the total count of services. Click to open the Services list.

Reviewing pending cancellations

Clicking the Pending Cancellations counter opens a pop-up window listing each service that has a cancellation scheduled. For every entry you can see the service name and its product, the client's name, the date the service is set to cancel, when the request was made, an optional reason, and who requested it. The service name links straight to that service's detail page.

1. Click the Pending Cancellations counter to open the window.
2. Review the scheduled-cancellation date and reason for each service.
3. To stop a cancellation, click the Revoke button on that row — this clears the scheduled cancellation and keeps the service active.
4. Close the window when finished. The counter updates to reflect any revocations.

The Kanban task board

Beneath the counters is a built-in Kanban board for organising staff work — onboarding checklists, follow-ups, internal to-dos, and so on. It behaves like a lightweight project board.

• Create a board — if you have no boards yet, an empty state with a Create Board button is shown. You can also use the New button in the board tab strip. In the create window you give the board a name and pick a background colour.
• Board visibility — open the board settings (the gear icon in the board header) to set a board as All Admins (shared, globe icon) or Private (lock icon, visible only to you). The settings window also lets you rename the board, change its colour, or delete it.
• Lists and cards — use Add List to create columns, and Add card inside any list. Click a list title to rename it. Drag cards within a list to reorder them, or across lists to move them between columns.
• Card details — click a card (without dragging) to open it. From there you can add a description, attach labels, assign members, set a due date, build checklists, and leave comments.
• Expand — the expand icon in the board header gives the board more vertical room when you have a lot of cards; click it again to collapse.

The Kanban section is hidden automatically when the Kanban feature is turned off in your feature settings. If you do not see it, check your feature toggles under Settings.

Revenue and Top Clients

The next row pairs a revenue chart with a top-clients panel.

• Revenue — an area chart of daily collected revenue over the last 30 days, with the period total shown to the upper-right of the chart. Hover any point to see that day's figure. If there is no revenue yet, a "No revenue data yet" placeholder appears.
• Top Clients — your highest-spending accounts, ranked 1 through 5 with the top three highlighted in gold, silver, and bronze. Each row shows the client name and their total spend, and links to that client's profile. The View all link opens the full Clients list. When you have no clients yet, an Add your first client shortcut appears instead.

Orders trend and Recent Activity

The final row shows order volume next to a live activity feed.

• Orders (Daily trend) — a bar chart of how many orders came in each day over the last 30 days, with the period total beside the heading. A "No orders yet" placeholder shows until orders exist.
• Recent Activity — the latest few events: new orders, support tickets, and client sign-ups, each with an icon, a short description, a status badge where relevant, and a relative timestamp such as "5m ago" or "2h ago". Click any entry to jump to the related record. The View all link opens the Orders list.

Tips and notes

Revenue figures reflect money actually collected — unpaid or pending invoices do not inflate them, and refunds reduce them. So the tiles are a true picture of cash in, not amounts merely billed.

• The This Month comparison badge measures the current month so far against the same elapsed portion of last month, so growth early in the month is not misleadingly shown as a drop.
• Charts and counters refresh as you work; if a number looks stale, reload the page.
• If a banner appears at the very top announcing a newer platform version, it is informational — note the new version and follow your normal update process.

Related articles

Clients · Orders · Invoices · Services · Tickets · Settings