# Finance Dashboard

The **Finance Dashboard** provides a consolidated view of billing, collections, outstanding amounts, and revenue trends. It allows users to track overall financial performance, payment status, and invoice activities in real time.

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## Overview

The **Finance Dashboard** allows users to filter financial data by predefined time ranges, such as **Today**, **Yesterday**, **Last Week**, **Last 2 Weeks**, and **Last 30 Days**. Users can also apply a **Custom Filter** to select a specific date range. An **Advanced Filter** option is available at the top right to refine results by clinic location and user.

<figure><img src="/files/VGsF8deaoJi8glij8E9Y" alt=""><figcaption></figcaption></figure>

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## Steps to access the Finance Dashboard Screen

* Open the **Finance Dashboard** screen by navigating to **Home > Dashboard > Finance Dashboard.**
* Select a date range filter. For a front desk user, only their collections are displayed by default. An admin user can filter results by **users** and **clinic**. Once the filters are applied, the data will be displayed accordingly. The dashboard is divided into the following sections:
  * **Total Billing** – This section of the dashboard displays the billing summary. This includes the total billing amount, the number of invoices generated, and a breakdown between self-pay and insurance. Billing is also classified as linked to visits or not linked to visits, helping users identify visit-based revenue patterns.
  * **Collections** – The **Collections** section shows the amount collected through different payment modes such as cash, card, and other methods. It also displays advance amounts received and overdue collections, enabling staff to track the collections.
  * **Total Outstanding** – The **Total Outstanding** section appear next, showing the total overdue amount. This helps in identifying pending payments that require follow-up.

    <figure><img src="/files/Ij6vllvLd0sVMP2ZyZD5" alt=""><figcaption></figcaption></figure>
  * **Invoicing Status** – This section provides insights into the number of invoices created, waiting for invoices to be created, and invoices with zero value. This ensures that billing is complete and no visits remain uninvoiced.

    <figure><img src="/files/KwU6LK1N0SaSTLKhb65b" alt=""><figcaption></figcaption></figure>
  * **Charts** – The dashboard also includes two charts: **Collections Chart and Visit Wise Revenue**. The **Collections Chart** chart represents collections segmented by Cash, Card, Insurance, and Other payment modes, allowing users to monitor collection patterns on the selected date range. The **Visit Wise Revenue** chart displays visit-wise revenue, showing the proportion&#x20;

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