Finance → Overview is the summary page of the whole area. On a desktop, clicking Finance in the sidebar expands the group and opens its first available page, which is Overview whenever you have access to it.
Choosing what the page shows
Three controls at the top of the page decide what every widget reports on:
- A category selector, defaulting to All Categories and listing the top-level categories. Picking one narrows the expense and budget figures and both charts to that category; the Accounts widget and the Jobs and Quotes counts are not affected.
- A period selector with the presets This Month, Last Month, Year to Date, This Year, Last Year and All Time.
- A date range picker. Setting either date switches the period to Custom Range.
Your choices are remembered per vessel in your browser, so the page comes back the way you left it.
The widgets
Widgets — the headline figures for the chosen period:
- Total Expenses — the sum of the period's expenses in the vessel currency.
- Budget Utilization for month — expenses as a percentage of the budget. It only appears when the chosen period sits inside a single month, because a budget is set per month. If a category is selected it compares against that category's budget line; otherwise against the month's total budget. It shows a dash when there is no budget to compare against.
- Jobs and Quotes — how many jobs were created in the period and how many quotes they hold in total.
Accounts — the vessel's accounts with their type and current balance, up to three of them, with a View All button through to Finance → Accounts.
Budgets vs Expenses — a bar chart comparing budgeted and actual amounts. Ranges up to two years long are drawn one bar per month; longer ranges collapse to one bar per calendar year. Bars at either end of the range with nothing to show are trimmed off.
Expense Breakdown by Category — a pie chart of the period's spending. With no category selected each slice is a top-level category; with one selected the slices become that category's subcategories.
What you see depends on your permissions
The page adapts to what you are allowed to see. Total Expenses, the Accounts widget and the category breakdown need Accounts View. The budget utilisation figure needs Budgets View. Jobs and Quotes need Jobs & Quotes View. The bar chart shows whichever of the two series you may see, and its heading changes accordingly — Budgets vs Expenses, Expenses or Budgets.
Charts with nothing to plot are hidden rather than shown empty.