The Overview page serves as your business’s central command center. It provides a real-time snapshot of your financial health, outstanding tasks, and recent activities, allowing you to make informed decisions at a glance.

1. Navigating to Overview

• Log in to your Cordlo account.

• Select the specific Business you want to view.

• By default, you are landed on the Overview page (also accessible via the sidebar).

2. Key Components of the Overview Page

A. Financial Summary Cards (Stats Grid)

At the top of the page, you will see high-level metrics that track your cash flow. These include:

• Total Revenue: The total value of all payments received.

• Total Expenses: The total amount spent and recorded in your expenses module.

• Outstanding Invoices: The total value of invoices sent but not yet paid.

• Overdue Amount: The total value of invoices whose due dates have passed without payment.

B. Interactive Charts

The center of the page features visual representations of your business performance:

• Invoice Chart: A graphical view of your invoicing trends over time. You can switch between views (e.g., weekly or monthly) to see your peak billing periods.

• Revenue vs. Expense: Compare what is coming in versus what is going out to monitor your profit margins.

C. Recent Activity Feed

This section provides a chronological log of the latest events in your workspace, such as:

• New invoices created.

• Payments received via payment links.

• New customers added.

• Note: This is a condensed version of the Audit Trails.

D. Profile Completion Banner

If you are new to Cordlo, you may see a setup checklist. This guides you through essential tasks to get your business ready for professional operation:

• Uploading your business logo.

• Setting up your first tax rate.

• Connecting a payment integration (Stripe/Paystack).

• Adding your bank account details.

E. Quick Action Buttons

From the Overview, you can jump directly into key workflows without navigating through the sidebar:

• Create Invoice: Quickly start a new billing document.

• Add Expense: Immediately record a new purchase.

• Add Customer: Register a new client or supplier.

3. Managing Overview Data

• Filtering: Use the global date filter at the top of the page to view stats for a specific period (e.g., “Last 30 Days,” “This Year,” or a custom range).

• Refreshing: Click the Refresh icon to pull the latest transaction data and update the charts and summary cards.

• Currency View: Stats are typically displayed in your business’s Primary Currency as defined in your Account Settings.

4. Troubleshooting

• “No data available”: If the charts are empty, ensure you have recorded at least one invoice or expense within the selected date range.

• Delayed Stats: If you just received an online payment and it doesn’t show, click the refresh button to synchronize with your payment gateway (Stripe/Paystack).