Accounts receivable
The AR report is the list of what has been invoiced and not yet paid, with a total.
This is the report to open on a Monday morning. Everything else tells you how the business is doing; this one tells you who to ring.
The dashboard
The dashboard summarises the month: what has come in, what is outstanding, and what is still in the pipeline.
Pipeline is the part worth understanding, because it depends on how you set your board up. Jobs in open stages count toward it; jobs in won and lost stages do not. If your pipeline total looks wrong, the usual cause is a stage that should be marked won or lost and is still marked open.
See move a job through your board for how stages and win probability work.
Who can see them
Money figures follow the same rules as everywhere else. Subcontractors see no dollar figures on reports, and team members see prices but not costs. See invite your team and choose what each person sees.