> ## Knowledge Base Index
> Fetch the complete knowledge base index at: https://support.invoicera.com/sitemap.xml
> Use this file to discover available pages before exploring further.
> Pure-Markdown content can be obtained by appending a '.md' suffix to the content URLs listed in the sitemap (without the trailing slash).

# Getting Started with the Overview Module

######  Overview Module Walkthrough

1. Navigate to the **Overview** module from the left-side navigation panel.

![](https://storage.crisp.chat/users/helpdesk/website/-/f/b/d/3/fbd301f55ae1b800/image_fwauvg.png)

2. You will be redirected to the **Overview** dashboard, which provides a comprehensive summary of your business performance.

![](https://storage.crisp.chat/users/helpdesk/website/-/f/b/d/3/fbd301f55ae1b800/image_1f5mn62.png)

3. Use the **Date Filter** to view data for a specific time period. The available options include:

   * **This Week** – Displays data for the current week.
   * **This Month** – Displays data for the current calendar month.
   * **Last Month** – Displays data for the previous calendar month.
   * **This Quarter** – Displays data for the current quarter.
   * **Last 6 Months** – Displays data from the previous six months.
   * **Last 12 Months** – Displays data from the previous twelve months.

![](https://storage.crisp.chat/users/helpdesk/website/-/f/b/d/3/fbd301f55ae1b800/image_q78bcr.png)

4. Click the **Currency** dropdown to view financial data in your preferred currency.

![](https://storage.crisp.chat/users/helpdesk/website/-/f/b/d/3/fbd301f55ae1b800/image_i8rk3z.png)

5. Click the **All Entities** dropdown to filter and view data for a specific entity.

![](https://storage.crisp.chat/users/helpdesk/website/-/f/b/d/3/fbd301f55ae1b800/image_aqgwuk.png)

6. To personalize the dashboard, click the **Customize** option and enable or disable widgets using the toggle buttons based on your preferences.

![](https://storage.crisp.chat/users/helpdesk/website/-/f/b/d/3/fbd301f55ae1b800/image_1qrbjnc.png)

![](https://storage.crisp.chat/users/helpdesk/website/-/f/b/d/3/fbd301f55ae1b800/image_19uxm9v.png)

7. Click the **Done** button to save your changes. Only the enabled widgets will be displayed on the Overview dashboard.

![](https://storage.crisp.chat/users/helpdesk/website/-/f/b/d/3/fbd301f55ae1b800/image_e4pmqr.png)

![](https://storage.crisp.chat/users/helpdesk/website/-/f/b/d/3/fbd301f55ae1b800/image_1xqc9u7.png)

8. Under the **Outstanding Invoices** section, click the **Arrow** icon to navigate to the **Outstanding Invoices** screen, where you can view all unpaid invoices.

![](https://storage.crisp.chat/users/helpdesk/website/-/f/b/d/3/fbd301f55ae1b800/image_1j0wdje.png)

9. The dashboard also includes the **AR Aging** widget. Click the **Arrow** icon to open the **AR Aging Report**, which provides a breakdown of outstanding invoices based on their aging period.

![](https://storage.crisp.chat/users/helpdesk/website/-/f/b/d/3/fbd301f55ae1b800/image_1pn4zcx.png)

10. The **Collection Trend** widget displays a graphical representation of payments collected over a selected period, helping you monitor cash flow and analyze payment collection trends.

![](https://storage.crisp.chat/users/helpdesk/website/-/f/b/d/3/fbd301f55ae1b800/image_1bhr9m5.png)

11. The **Overview** dashboard includes the following key performance widgets:

* **Collected** – Displays the total payments successfully received from clients.
* **Outstanding** – Shows the total amount that is yet to be collected.
* **Overdue** – Displays the total value of overdue invoices.
* **Avg. Days to Pay** – Indicates the average number of days clients take to pay their invoices.
* **Draft** – Shows invoices that have been created but not yet sent.
* **Sent** – Displays invoices that have been sent to clients.
* **Viewed** – Indicates invoices that have been viewed by clients.
* **Paid** – Displays invoices that have been paid successfully.

![](https://storage.crisp.chat/users/helpdesk/website/-/f/b/d/3/fbd301f55ae1b800/image_14jbk8i.png)

12. The dashboard also provides the following informational widgets:

* **Recent Activity** – Displays the latest activities performed in your account, including invoice creation, payments received, estimates, expenses, and other recent updates.
* **Project Billing** – Provides an overview of your project billing status, including billable amounts, generated invoices, and project-related revenue.

![](https://storage.crisp.chat/users/helpdesk/website/-/f/b/d/3/fbd301f55ae1b800/image_bkkz29.png)