Multi-Currency Metrics Toggling

Understand your dashboard and key metrics

Manage sales and invoices across multiple currencies seamlessly.

If you issue invoices in different currencies (e.g., USD, EUR, INR, etc.), your dashboard metrics are intelligently categorized to avoid combining mismatching values.

How it Works: 1. Default Currency View: By default, the dashboard displays metrics, revenue statistics, and invoice lists in your business's default currency. 2. Currency Dropdown Selector: When invoices are recorded in more than one currency, a globe-styled dropdown selector appears in the dashboard header showing the available active currencies. 3. Filtering Metrics: Toggling a different currency from the dropdown automatically updates: - The Statistics Grid (Total Revenue, Monthly Revenue, Pending Amount) to reflect calculations only for the chosen currency. - The Recent Invoices list, showing only invoices billed in the selected currency. - The Invoice Status Breakdown chart.

    Benefits:

  • Accurate Financial Tracking: Prevents mixing up different currencies in your aggregate dashboard analytics.
  • Easy Switch: Instantly review billing performance for specific client groups or international markets.

Pro Tips

  • The currency dropdown is hidden if all your invoices are in a single currency
  • Set your business's primary currency in Settings to determine the default view