---
key: see-your-finance-numbers-at-a-glance
title: See your finance numbers at a glance
audience: staff
section: insights
routes: ["/insights/finance"]
permissions: ["billing.reporting.read"]
features: ["billing.reporting"]
since: 0.0.1
updated: 0.0.1
status: published
summary: Open the Finance Overview to see open receivables, overdue money, invoices sent or paid, payments collected and statement results for a date range, then jump into the detailed reports.
keywords: [finance dashboard, money owed, receivables, cash collected, KPIs, overview, reporting, analytics, money on its way, next deposit, card payments]
related: [see-who-owes-you-money-and-how-late-it-is, see-how-your-invoices-are-performing, see-what-you-collected-and-how, see-how-statements-are-delivered-and-read, check-on-nova-payments-after-launch]
---

In the sidebar, open **Reports**, then **Finance Overview**. The page address is `/insights/finance`.

## Before you start

- Your admin has to give your role permission to view finance reporting. Without it the page shows an access message instead of numbers.
- The page opens on the last 30 days. Every number on it follows the filters you set, so check the date range first.

## Steps

1. Under **Active filters**, set **Date range (start)** and **Date range (end)**. The page reloads as soon as you change a date.
2. To narrow the numbers, pick a **Branch**, an **Effective account** (the account that gets the bill) or a **Payer account (statements)**.
3. If you bill in more than one currency, choose one under **Currency focus**. Until you do, totals stay split by currency and the page says **Multiple currencies in scope**.
4. Read the cards under **Executive KPIs** and **Collections performance**.
5. Under **Drilldowns**, press **A/R analytics**, **Invoice analytics**, **Payment analytics**, **Statement analytics** or **Statement delivery issues** to open the detailed report. Each report opens with its own default filters, so set the date range again there.
6. Press **Reset filters** to go back to the default view.

## What you see

- **Total open A/R** is everything customers still owe, with the number of accounts underneath. **Overdue A/R** is the part that is past due.
- **Total invoiced** (with how many invoices underneath) and **Payments collected** cover the date range, each with a line comparing it to the period just before.
- **Unapplied cash** is money received but not yet matched to an invoice. **Available credits** is credit customers can still use.
- **Statements sent** and **Delivery failures** show how statement sending went. The failure count covers your whole organization for the same number of days, not just the filtered branch or account.
- **Statement to payment**, **Post-statement payments**, **Avg days to pay** and **Collections effectiveness** tell you whether statements are turning into payments.
- Chips at the top of the filter card repeat the scope you have set.
- **Money on its way** appears when your business takes card payments with Nova Payments and your role can see bank deposits. **Pending and ready** adds the card money Stripe is still holding to the money that is ready for deposit, and the line underneath splits the two. **Next deposit** shows the day the next deposit should reach your bank, with the amount; "About" in front of the date means Nova worked the day out from your deposit schedule because no deposit has started yet. These two numbers are what is happening right now: the date range, branch and account filters do not change them. Press **Open Nova Payments** to see the full picture on the Nova Payments **Overview** tab, or **See deposits** if your role cannot open the Nova Payments page.

## If something looks different

- A card shows `--`: the numbers have not loaded yet, or nothing matches the currency you chose.
- **No finance activity yet**: nothing in the date range. Widen the dates or clear the account filters.
- **Check the date range**: the end date is before the start date.
- **Some finance analytics could not be loaded**: change a filter or refresh the page to try again.
- **Money on its way** is missing: your business does not take card payments with Nova Payments yet, your plan does not include the payments finance tools, or your role cannot see bank deposits.
- **Money on its way** says it couldn't load the money on its way from Stripe: press **Try again**. The rest of the page is not affected.
- A card says to select a currency for trend deltas: you have several currencies in scope, so the compare-to-prior-period line waits until you pick one under **Currency focus**.

[[route:/insights/finance|Open Finance Overview]]