Real-time dashboard
See how your business is doing, today
Every invoice you send, every expense you record and every bank movement updates your dashboard the moment it happens. Revenue, expenses, profit and cash on one screen, with no waiting for month-end.
4.6/5Join over 900,000 users
A dashboard that updates itself
Nothing to prepare. The dashboard reads the data you already have in Holded.
Every invoice counts
Send an invoice and this month's revenue changes in a second. When it gets paid, your cash position shows it.
Your bank, connected
Sync your accounts and see your real balance and today's movements without importing statements.
Expenses with no delay
Upload a receipt with the scanner and the expense shows up, already categorised, in this month's figures.
Profit and loss
Revenue, expenses and profit, up to date
The dashboard shows the profit and loss (P&L) statement for any period you pick: what you invoiced, what you spent and what margin is left. Compare it with last month or with the same month last year.
Gross and net margin, right now
See what is left after direct costs and fixed expenses, without waiting for your accountant's report.
Period comparisons
Month on month, quarter on quarter or year on year, with the percentage change next to every figure.
From figure to detail in one click
Click any number to see the invoices or expenses behind it.
Filters and tags
Filter by period, tag or channel
Tag invoices, expenses and projects with the categories you use in your business: store, department, campaign or client. Then filter the dashboard and see how each part performs on its own.
Tags your way
Create tags by business line, location, team or anything else you need, and apply them to any document.
Custom periods
Today, this week, the tax quarter or a specific date range. Save the ones you use most.
Views by sales channel
Split online sales, point of sale and direct invoicing to know where every euro comes from.
Choose what your dashboard shows
Add, remove and reorder widgets. Everyone on the team can have their own view.
Cash and cash-flow forecast
The balance across all your accounts, expected collections and payments, and a 30, 60 and 90-day forecast so slow months never catch you out.
Explore Holded treasuryOutstanding invoices
Who owes you money, how much and since when. With an alert when an invoice falls due.
Sales by client and product
Your best clients and your best-selling products, ranked by amount.
Goals
Set a sales or margin target and track progress month by month.
Expenses by category
Where the money goes: staff, rent, suppliers, marketing.
Projects and hours
Hours logged and profitability of each project against its budget.
VAT to date
How much VAT you have charged and paid this quarter, so the return never comes as a surprise.
Beyond the dashboard
From dashboard to report, without leaving Holded
When you need to dig deeper, every widget takes you to the full report.
Go into the detail
Open the sales, expenses or cash report with the same filters you had on the dashboard.
Export in one click
Download any report as Excel or PDF for your accountant, your bank or a meeting.
Share with your accountant
Give your accountant access and work on the same figures, with no files sent by email.
Your dashboard ready in an afternoon
No manual data entry and nothing complicated to set up.
- 1
Connect your bank and invoice from Holded
Revenue, expenses and balances flow in on their own. Coming from Excel? Import your history in minutes.
- 2
Tag what you want to measure
Create tags by store, project or channel and apply them to invoices and expenses.
- 3
Pick your widgets
Put the figures you check every morning front and centre. Everything else is one click away.
A dashboard for everyone on the team
Each role sees what it needs for its job. No more, no less.
If you run the business
Revenue, cash and this month's profit on the first screen. What you need to see before deciding.
If you run admin and finance
Outstanding invoices, upcoming payments and VAT to date, so you close the month with no surprises.
If you are the accountant
The same figures as your client, in real time, without asking for statements or invoices by email.
Role permissions decide which widgets each person sees.
Frequently asked questions about the real-time dashboard
Revenue, expenses, profit, bank balance, outstanding invoices and payments, sales by client and product, goals and VAT to date. Everything comes from the invoices, expenses and bank movements you already have in Holded, so there is nothing to enter by hand.
Instantly. As soon as you send an invoice, record an expense or a movement arrives from a synced bank, the figures change. Connected banks send their movements several times a day.
Yes. You can filter the dashboard by any period (today, this month, the quarter or a date range) and by the tags you have created: store, department, project, campaign or sales channel.
No, it complements them. The dashboard gives you the quick picture of the day. When you need the detail (the full P&L, the balance sheet or sales by product), you open the matching report in one click, with the same filters.
Yes, the dashboard is on every plan. What changes are the advanced widgets: analytical accounting and advanced reports arrive with Standard, and cash-flow scenarios with Advanced.
The offer
14 days free and half price for the first 3 months
- Invoicing, accounting, banking, inventory, projects, CRM and team
- Verifactu and e-invoicing included and kept up to date
- Free access for your accountant
- Assisted data import at no cost
- Support by chat and phone
Company plans from
14,50 €29 €a month
for the first 3 monthsLimited-time offer
14 days free and no card. You pick a plan once you see it works, and you change or cancel whenever you want.
Start now
Put in your work email and go. No card.