Your financial snapshot
The revenue dashboard in creavio Money gives you a clear, visual picture of how your business is performing financially. Instead of guessing or piecing together numbers from multiple sources, you get real-time data in one view.
Revenue charts
The main chart shows your revenue over time. Toggle between monthly, quarterly, and yearly views to spot trends. Each bar or data point represents total collected revenue for that period, so you can see at a glance whether you're growing, steady, or in a seasonal dip.
Monthly trends
The monthly breakdown shows you how each month compares to the previous one. Look for patterns:
- Peak months — Identify your busy season so you can plan accordingly.
- Slow months — Spot gaps in your calendar before they happen and run promotions or book personal projects.
- Year-over-year growth — Compare this year's monthly totals to last year's to measure real progress.
Outstanding vs collected
This section breaks your invoiced amounts into two categories:
- Collected — Money that has been paid by clients and is in your account.
- Outstanding — Invoices that have been sent but not yet paid, including those on payment plans.
A high outstanding balance isn't always bad. It could mean you have large weddings booked with payment plans in progress. But if outstanding amounts are growing while collected amounts are flat, it might be time to review your payment terms or follow up on overdue invoices.
Cash flow insights
Cash flow shows the relationship between money coming in and money going out. If you're tracking expenses in creavio Money, the dashboard combines both sides to show your net position. This helps you answer the most important question: am I profitable?
Using the dashboard to make decisions
- Pricing decisions — If your average booking value is lower than you want, consider raising prices or creating higher-value packages.
- Marketing timing — Invest in marketing before your historically slow months, not during them.
- Expense management — Compare expense trends to revenue trends to make sure your spending is proportional to your income.
- Goal tracking — Set a monthly or annual revenue target and use the dashboard to measure progress.