The Keepler Dashboard is your central control panel. It provides a clear, real-time overview of your business’s financial activity, presented in visual cards, charts, and summaries. It’s the first screen you see upon logging in, designed to answer one key question:
"How is my business doing right now?"

What’s Inside the Dashboard:

Nav Bar Actions

From here, you can:

• View the full financial overview at a glance
• Quickly add invoices or expenses
• Customize your tax settings
• Access your cash flow

Everything is integrated into one streamlined accounting space.

Invoice, Expense & Quote Summary

Quickly see the status of your transactions:

• Track overdue, unpaid, and paid invoices
• Monitor submitted quotes and logged expenses

This gives you a fast snapshot of your cash inflow and outflow.

Card Details

Manage and track your business, linked bank or payment cards:

• Add new cards
• View income and revenue by source
• Monitor your available and incoming funds

Customer Insights

Understand where your revenue is coming from with visual breakdowns of your top paying customers, recurring clients, and overall customer impact on your income.

Performance Timeline

Analyze trends and measure growth through dynamic charts showing your business’s financial progression. Includes:

• Sales
• Purchases
• Gross margin

Switch between graph and table view for in-depth comparisons.

Insights & Reminders

1. Spending Trends
   Helps you identify where your money goes by breaking down key expense categories like:

   • Logistics & Transport
   • Services or Supplies

   Gain clarity on major cost areas and make better budgeting decisions.

2. Compliance Reminders
   Stay on top of legal and financial responsibilities. This section highlights upcoming:

   • Tax filings
   • Legal declarations
   • Administrative deadlines

   If it’s empty, you’re in the clear! Great for reducing risks and avoiding penalties.

The Keepler Dashboard is your launchpad, crafted to offer clarity, speed, and control. Customize it, explore it, and use it to keep your business financially healthy and future ready.

See how to interact with each dashboard section on the next page.