Dashboard
The Dashboard is home base. It's the page you land on after logging in, and it's built to answer one question in under ten seconds: "what needs my attention today?" Most things on it open in place, in a panel that slides in from the right, so you can look and act without leaving the page.
Today in Tabulox
The greeting at the top says what needs attention — for example "3 overdue invoices need a nudge" — or, on a quiet day, that nothing does. It never manufactures urgency.
Beside it, New invoice starts an invoice, and Ask Tabulox AI opens Tabulox AI beside the page.
Finish setting up
Until your workspace is fully set up, a slim card shows how far along you are and the next step (for example "Complete your business profile"). Continue setup takes you straight to it, See all lists every step, and Hide removes the card for good — the checklist stays in Settings.
The three headline numbers
- Cash collected · 30 days
Money received in the last 30 days, by the date it arrived, with refunds taken off. The line underneath ("Healthy · nothing due in the next 14 days", "On track · $1,200 due in the next 14 days") tells you whether collections are keeping pace with what's coming due.
- Open receivables
Everything currently unpaid across every invoice, and how much of it is overdue. It's the same total as Receivables — this card is the summary, that page is where you work through it.
- Active projects
How many projects are in flight, how many milestones are due this week, and how many projects are at risk (past their end date with tasks still open).
Your focus today
A short to-do list — not everything in your account, just the handful of things worth a look right now. Only items that are actually true show up:
- Follow up on overdue invoices — how many, the total, and the oldest. Review reminders opens every reminder as it will be sent (see below); See invoices lists them with a Remind button beside each one.
- Check upcoming project milestones — milestones due this week and projects at risk.
- Reconnect with a quiet customer — clients you haven't invoiced in 90 days. View opens the Customers panel on its Quiet tab.
- Follow up on stalled opportunities — open deals with no activity for 14 days or more.
- Nudge deals waiting on clients — proposals and contracts the client hasn't answered yet, with Remind (or Dismiss for a proposed contract change) beside each one.
Most items also have a purple AI button — Plan my week, Who to reconnect with, Suggest next steps, Draft follow-ups. It opens Tabulox AI with the request already written. Nothing is sent until you press Send.
When everything's caught up, the panel says so ("Worth a look. Everything else is running quietly.") instead of listing stale items.
Review reminders
Review reminders shows every overdue reminder exactly as it will be sent: who it goes to, the subject, and how firm it is — a Gentle reminder, a Firm reminder, or a Final notice, matched to how late the invoice is. Untick any you want to hold back, then Send. Reminders go out under your business name, and replies come to you.
Business at a glance
Five lines that sum up each part of the business, compared with last month. The colour of each line's icon and caption carries its state — green for good, amber for worth a look, red for at risk. The ⓘ beside each one says exactly what it counts.
Click a line to see what's behind it, in a panel beside the page:
- Collected, last 30 days — the total against the 30 days before, a bar for each day, and every payment grouped by day (client, invoice, and how it was paid; refunds in red). See full revenue report opens the revenue report by payment date over the same 30 days.
- Customers — Active (invoiced in the last 90 days) and Quiet (no invoice in 90 days, not counting clients added in the last 30) tabs, with what each client was billed. The Quiet tab can ask Tabulox AI who to reconnect with first. See all clients opens Clients.
- Delivery — projects at risk, how late each one is, and how many tasks are still open.
- Pipeline — opportunities that have gone quiet, with their value and how long since anything happened.
- Recurring — the estimated monthly amount from active retainer projects; this one opens Projects.
Think of Your focus today as the action list and Business at a glance as the health check — one tells you what to do, the other tells you how things are trending.
Money and sales
Further down, Invoiced & collected charts what you billed against what came in, weekly or monthly, and says plainly when the two drift apart. Pipeline & recent invoices shows quotes in flight, approved quotes, and your latest invoices. Open reports goes to Reports.
Coming up
At the bottom: the latest client emails (once you've connected Gmail or Outlook in Settings) and today's bookings. When there's nothing in either, it shrinks to a single line.