# Dashboard

The dashboard is the first screen you see when opening Frihet. It shows your business's financial status in real-time: revenue, expenses, trends, forecasts, and action suggestions. Discover all [Frihet's features](https://www.frihet.io/es/features).

## Key KPIs

Four key indicators are displayed at the top of the dashboard:

| KPI | What it shows |
|-----|-------------|
| **Monthly Revenue** | Total invoiced and collected in the current month, with percentage variation compared to the previous month |
| **Monthly Expenses** | Total registered expenses, with comparison to the previous month |
| **Net Profit** | Revenue minus expenses for the current month |
| **Monthly Goal** | Progress bar towards the revenue goal configured in Settings |

Each KPI includes a trend arrow indicating whether the value has increased or decreased compared to the previous period.

## Business Health Metrics

Three additional metrics offering a deeper insight into business activity:

- **Active Clients** — Number of clients with at least one invoice paid in the last 90 days. Includes trend compared to the previous period.
- **Average Revenue per Client** — Monthly revenue divided by the number of clients invoiced that month. Allows detecting if you are invoicing more per client or diluting the average ticket.
- **Retention Rate** — Percentage of last month's clients who generated at least one paid invoice in the current month. A high rate indicates stable business relationships.

To view the financial details per client (invoiced, pending, history), click on the client's name or navigate to [Client Details](./clientes/detalle-cliente).

## Revenue vs. Expense Chart

Bar chart showing the last 12 months of financial activity:

- **Green bars** — Monthly revenue
- **Red bars** — Monthly expenses
- **Tooltip** — Hovering over any bar shows the exact amount with currency formatting

The chart automatically updates with each collected invoice or registered expense.

## Revenue Forecast

Extends the revenue chart with a 3-month projection based on historical data:

- The calculation uses the **average of the last 6 months** of revenue as a base
- **Pending invoices** are added to the first forecast month with a 70% probability factor
- Forecast bars are shown with translucent fill and a dashed border to distinguish them from actual data

The forecast only appears if at least 3 months of historical data exist. It does not replace formal financial planning but helps anticipate trends.

## Expense Breakdown by Category

Donut chart showing the distribution of current month's expenses grouped by category:

| Category | Color |
|-----------|-------|
| Office Supplies | Blue |
| Software and Subscriptions | Violet |
| Professional Services | Orange |
| Travel and Commuting | Green |
| Marketing and Advertising | Pink |
| Utilities | Yellow |
| Insurance | Grey |
| Other | Light Grey |

The legend shows the name of each category, its color, and its percentage of total expenses. Uncategorized expenses appear as "Other".

## Smart Suggestions

The dashboard analyzes your activity and shows up to 4 suggestions ordered by priority:

| Suggestion | Priority | When it appears |
|------------|-----------|----------------|
| Overdue Invoices | High | There are invoices with a past due date. Shows the total pending amount. |
| No Invoices This Month | Medium | You have not issued any invoices in the current month. Suggests creating one. |
| Revenue Goal Behind Schedule | Medium | Monthly revenue is below the pace needed to reach the goal. |
| Inactive Clients (+90 days) | Medium | There are clients who have not received an invoice in more than 90 days. Suggests contacting them. |
| Uncategorized Expenses | Medium | There are registered expenses without an assigned category. |

High priority suggestions appear first. If more than 4 are active, the most relevant ones are shown.

## Overdue Invoices

Dedicated widget listing all invoices whose due date has passed without being marked as collected:

- Shows invoice number, client, amount, and days overdue
- Each entry links directly to the invoice to review it or send a reminder
- The total pending amount is shown in the widget header

## Dashboard Integrations

If you have integrations configured, the dashboard includes additional widgets:

- **Revolut Balance** — Shows the current balance of your connected Revolut account. Requires having configured the [Revolut integration](./integraciones/revolut).
- **Quick Links** — Quick links to recommended integrations you haven't connected yet (bank, payment gateway, productivity tools)

## Quick Shortcuts

At the bottom of the dashboard are four quick creation buttons:

- **New Invoice** — Opens the invoice form
- **New Expense** — Opens the expense form
- **New Quote** — Opens the quote form
- **New Client** — Opens the client form

These shortcuts are also accessible from any screen with `Alt+N` and by selecting the document type.

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**Next:** [Invoices](./facturacion/facturas)
