Sales activity: invoiced, collected and pending

The «Activity» page shows what you invoiced and collected in a period, which invoices are due or overdue, and what's still to invoice.

Every week the finance team asks the same three questions: how much have we invoiced and collected, which invoices are about to fall due or already overdue, and which confirmed jobs haven't been invoiced yet.

The page answers them in one place. Its title is «Sales dashboard», and everything on it comes from your sales documents (invoices, quotes and proformas), not from orders.

Who can see it

It needs the «Sales» permission in view mode; without it, the page shows the missing permission notice. It isn't a paid module, and accounts used only for billing have it too. Find it in the sidebar under «Finances» → «Sales» → «Activity».

Choose the period

The period selector is at the top right and starts on «Current year». Invoices fall into the period by their invoice date, and quotes and proformas by their issue date, or by their creation date if they have none.

What each block counts

The compares what you collected with what you invoiced. tells you how many quotes the client confirmed. lists confirmed work with no invoice yet, and groups what's still owed by how late it is.

The top of the «Sales dashboard»: four cards, «Total invoiced» $28,044.00 (104 invoices), «Total collected» $9,121.00 with a 32.5% «Collection rate», «Pending collection» $642,609.80 (102 pending invoices) and «Overdue invoices» $380.00 in red. Below, «Quote Conversion» 0.0% with 0 confirmed, 0 cancelled and 3 pending, and «Proforma Conversion» 0.0%.

Block	What it counts
«Total invoiced»	The total with taxes of the period's invoices, except voided ones. Draft invoices count.
«Total collected» and «Collection rate»	What was collected on the period's invoices, voided ones included; the rate is collected divided by invoiced.
«Pending collection»	What's still to collect on unpaid or part-paid invoices that aren't due yet.
«Overdue invoices»	What's still to collect on unpaid invoices past their due date. Voided invoices aren't left out.
«Quote Conversion»	The period's quotes whose active version is confirmed, out of the total. «Confirmed value» adds up their amount; below, confirmed, cancelled and pending.
«Proforma Conversion»	The period's proformas converted into an invoice, out of the total. «Converted Value» adds up their amount; below, converted, confirmed but not converted, and drafts.
«Upcoming Due»	Up to 8 invoices from any date, due in the next 30 days and neither paid nor voided, with the days left and, if the client has payment days, the estimated «Payment day». «View All Pending» opens the invoices list.
«Pending to invoice»	From any date: «Accepted Quotes» (confirmed, with no invoice) and «Approved Proformas» (confirmed and not converted).
«Debt Aging»	What's still to collect on the period's invoices that are neither paid nor voided, in brackets of 0-30, 31-60, 61-90 and 90+ days past the due date. The 0-30 bracket also holds invoices not due yet.

Say the Landmark Venues wedding invoice is due in 20 days and hasn't been paid. It shows in «Upcoming Due» with 20 days left, adds to «Pending collection», and sits in the 0-30 bracket of «Debt Aging». Once its due date passes unpaid, it moves to «Overdue invoices»; at 40 days overdue it sits in the 31-60 bracket.

The «Upcoming Due» block, "Invoices due in the next 30 days", with the «2 invoices» badge. Its first row is Landmark Venues LLC, invoice #F260103 with the «Partial» badge, $4,741.00, due in «14 days» on 11/02/2026. — A part-paid invoice that isn't due yet, with the days left.

Amounts are in your account's currency; in the pending lists, each document shows in its own currency.

Good to know

The figures come from a sample

The page loads at most 1,000 invoices, 500 quotes and 500 proformas. In an account with more documents, totals, conversion and pending lists only cover the part that loaded. Check the invoices, quotes and proformas lists for the full picture.

Draft invoices count in «Total invoiced».
Voided invoices count in «Total collected» and in «Overdue invoices».
Simplified invoices and credit notes aren't included.
For the other fixed panel, based on orders, and why its figures differ from your accounting, see Why dashboard figures don't match your accounting.
For charts of your own on these invoices, quotes and proformas, build an .

If you see a message

What you see	What it means
The missing permission notice, titled «Sales»	You don't have «Sales» in view mode. Ask an administrator.
«No upcoming invoices»	No unpaid invoice falls due in the next 30 days. Nothing to do.
«No pending documents to invoice»	There are no confirmed quotes or proformas without an invoice in the loaded sample. If your account has many documents, check the lists.
Totals that don't match your accounting	Drafts count, voided invoices count in collected and overdue, and the sample may be incomplete. Cross-check with the invoices list or your accountant.

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