What do you need on the Dashboard?

Hello Community!
I’m working hard on InvoicePlane 2 and the new major version will feature a lot of new functions. One point on the to do list is the dashboard and I need your input:

What do you want to see on the dashboard? Which metrics should be shown there and how? :bar_chart:

Current ideas

  • Keep quick actions (create client, create quote,…)
  • Display quotes / invoices by status as a pie chart
  • Display overdue invoice amount as red info block
  • Display active projects / tasks


A post was split to a new topic: User bank information

A line chart showing sales. We can also make it interactive, so that users can choose the time frame of the chart. For example sales by mount, quarter or year. Also which items are selling the most, as a bar chart, maybe. Simple statistics.

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Two big ones for me:

  1. Allow Invoice/Quote overview to be set for an arbitrary date range, rather than the “Last Month”, “Last year” etc options we currently have. Just let us choose to have the overview between x and y dates.

  2. Allow toggling between showing totals with and without tax on the dashboard overviews.

Also re: “Display active projects / tasks” - perhaps a notepad/reminder section on the dashboard? I know I log into my dashboard daily, so being able to see reminders there would be helpful in such a busy world.

This is such a wonderful piece of software you have created, I cannot wait for v2! Thanks so much!


I would like to see a functionality where in for example I can add clients and quotes adhoc.

Currently in case I need to create a invoice I have to first add a client. Thats fine but I would also like to be able to add a client as part of the create invoice process. Something to add in IP2

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Another thought I just had - how about custom links in the dashboard menu?

ie - If I could set up some other links after the “reports” button, for sites I visit often at work.

i would say an event calendar would be helpfull

IMO this fantastic tool could be choose a simple standard way and manage a cool and complicated integration and extension system. This could help more people to use this tool as the want and as they need.


It would be great to incorporate a timetracking (like in Invoice Ninja).
For me, it’s the only thing missing in invoice plane :slight_smile:

<3 Invoice Plane


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Apart from dashboard I want add functionality to download in excel format in quotes & invoices. Specifically quotes; as some of my client asking quotes in excel format

Option to turn ON or OFF Quotes and Invoices independently on dashboard.


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Display expenses and also monthly sales, can you please allow automated emails to be send to due invoices without having to create the cronjobs.

Display invoice due in a number of days, like if the invoice is due in 2 days i should be able to have a dashboard so that I can notify people in advance.

To Sort Columns by Header would be nice
Also checkboxes in the list to tag multiple invoices for Email Send


I would like an option to generate statements specific to invoices generated for a client. it should display only the clients invoice/s and payment made and balance outstanding.

further more it would be appreciated if one can download invoices that can show taxes levied separately.

thank you for a wonderful programme.