Payment Summary Dashboard
Learn about the summary cards that give you a quick overview of your payment status.
Overview
The payment summary dashboard sits on the left side of the Payments page. It provides three summary cards (This Month's Revenue, Overdue Payments, and This Month's Sessions) that give you quick insights into your finances without having to analyze the entire table.
This Month's Revenue
The This Month's Revenue card shows your total collections for the current month:
Total Revenue
Sum of all payments received this month (payment date-based)
Monthly Change
Percentage change compared to last month (green = up, red = down)
Monthly Target
Your revenue goal with a progress bar showing completion percentage
Edit Target
Click the pencil icon to set or update your monthly revenue target.
Trend Analysis
Click "Analyze Trends" to see detailed monthly revenue charts.
Overdue Payments (Amount)
The Overdue Payments card highlights payments that need attention:
Total Overdue Amount
Sum of all unpaid sessions where the date has passed
Session Count
Number of overdue sessions
Top Clients
Avatar icons of clients with the most overdue payments
Quick Filter
Click a client avatar to instantly filter the table to that client's sessions.
This Month's Sessions
The This Month's Sessions card shows revenue based on session dates (not payment dates):
Total Sessions
Total expected revenue from sessions this month
Paid Amount
Amount already collected for this month's sessions
Unpaid Amount
Remaining amount to be collected
Progress Bar
Visual breakdown of paid (green) vs unpaid (yellow) amounts
6-Month History
Click "Last 6 Months" to see a stacked bar chart of paid/unpaid by month.
Collection vs Session Revenue
Understanding the difference between the two revenue cards:
This Month's Revenue (Collection)
Based on payment date - shows actual money received this month, regardless of when the session occurred.
This Month's Sessions
Based on session date - shows expected revenue from sessions scheduled this month, regardless of when payment is received.
Using the Dashboard
Daily Check-in
Glance at the Overdue Payments card to spot which clients have payments that need follow-up.
End of Month Review
Compare the collection in the This Month's Revenue card with your monthly target to assess performance.
Client Follow-up
Click the client avatars in the Overdue Payments card to quickly reach their unpaid sessions.
Trend Analysis
Use the "Analyze Trends" link in the This Month's Revenue card and the "Last 6 Months" link in the This Month's Sessions card to spot payment patterns over time.