Dashboard
What do the dashboard figures mean?
SoleBusinessPro
Quick answer
The dashboard summarises saved records for the selected period. Money In is recorded income, Money Out is recorded business costs and Estimated Profit is Money In minus allowable business costs. It is a planning view, not a bank balance, tax return or final tax bill.
Step by step
- Choose the period you want to review.
- Compare Money In with Money Out for that same period.
- Use Estimated Profit as a planning figure rather than a bank balance or final tax bill.
- Open the underlying records if a total does not look as expected.
Before you finish
Button names can vary slightly by installed version. If something looks different, check the version shown in Sumvra before making a change.
Still need help?
Open Messages & Support inside Sumvra and tell us which screen you are using. Include the guide title above so we can help you more quickly. Please do not include passwords, authenticator codes, full bank details or tax references.