The dashboard shows the period selected in the date control at the top left, which defaults to This Month. Every card, chart and total on the page follows that selection.
Change it to This Week, This Month, This Quarter, This Year or a custom range, and the whole page recalculates.
Two things to know when a figure looks wrong. Revenue and expense charts follow the document's own business date rather than the date it was entered, so a backdated invoice appears in its own month. Cash balance shows the closing balance for the period rather than today's balance.
If a figure disagrees with a report, check that both use the same period and the same center before investigating further.
Try it in the live demo: Open the dashboard
Still stuck? Start a chat.
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