Your entire business at a glance
12+ customisable widgets, drag-and-drop layout, privacy mode and real-time data — all on a single, beautiful dashboard.
Your entire business in one view
Revenue, profit, receivables, payables, cash flow, sales trends, top customers — all on a single customisable dashboard.
Your entire business, one glance
Revenue, expenses, receivables, inventory — all updating in real time. Make decisions in seconds, not hours.
Everything you need on one screen
12+ Widgets
Revenue, profit, receivables, payables, sales trends, top customers and more.
Drag & Drop
Rearrange widgets by dragging them into position. Your layout, your way.
Privacy Mode
Blur all monetary values with one click when sharing your screen.
Real-Time Data
Widgets always reflect the latest transactions — no page refresh needed.
Responsive
Looks great on desktop, tablet and mobile. Access your dashboard from anywhere.
Saved Layouts
Your customised layout persists across sessions. Set it once, see it every time.
12+ drag-and-drop widgets
Choose the metrics that matter most to you. WisoBooks dashboard includes 12+ widgets covering every aspect of your business finances.
- Profit & Loss — Net profit with income vs expenses chart
- Accounts Receivable — Outstanding invoices by aging bucket
- Accounts Payable — Outstanding bills by aging bucket
- Sales — Total sales and invoice activity
- Expenses — Spending breakdown by category
- Bills to Pay — Upcoming and overdue bills
- Cash In & Out — Cash movement over time
- Recent Payments — Latest invoice payments received
- Overdue Invoices — Invoices past their due date
- Income vs Spending — Side-by-side comparison
- Account Watchlist — Key account balances at a glance
- Top Customers — Highest revenue customers
Customise, rearrange and save
Click "Edit homepage" to enter customisation mode. Drag widgets to rearrange, add new ones from the widget picker, or remove widgets you do not need.
- Drag-and-drop widget rearrangement
- Add/remove widgets with the widget picker
- Privacy mode to hide sensitive data
- Saved layout per user
- Responsive grid for any screen size
Real-time data & privacy mode
Your dashboard always shows the latest data. Enable privacy mode to hide sensitive financial numbers when sharing your screen.
- All widgets update with the latest transaction data
- Toggle privacy mode from the dashboard header
- Blurs all monetary values while keeping layout visible
- Works across all devices and screen sizes
- No page refresh needed — instant data updates
Business owners love the WisoBooks dashboard
“I used to spend 2 hours every morning pulling numbers from spreadsheets. Now I open WisoBooks and everything is right there — revenue, receivables, overdue invoices, inventory levels. It’s transformed how I run my business.”Mohammed R. Operations Manager, Distribution Co
“The drag-and-drop widgets let me build exactly the view I need. I have a P&L summary, cash flow, and receivables aging all in one glance.”Anita L. Certified Public Accountant
All your key metrics in one live view
WisoBooks dashboard surfaces every critical KPI your business needs — updated in real time so you always know where you stand.
| KPI | This Month | Last Month | Change |
|---|---|---|---|
| Revenue | $48,250 | $42,900 | +12.4% |
| Net Profit | $18,620 | $17,200 | +8.2% |
| Receivable | $12,400 | $15,800 | -21.5% |
| Payable | $6,870 | $7,200 | -4.6% |
| Overdue | 3 | 7 | -57% |
| Inventory | 1,832 | 1,790 | +2.3% |
Dashboard FAQ
Can I customise which widgets appear on my dashboard?
Does the dashboard update in real time?
What is privacy mode?
Does the dashboard work on mobile devices?
See your business at a glance
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“Month-end close went from 5 days to 1.” — Sarah K., CFO