Cash coming in
“Show what's due to arrive each week, and flag anything the client's emails suggest won't.”
A due date is a hope until the client's behavior confirms it. Reading the invoice ledger next to the actual correspondence turns a cash forecast from arithmetic into intelligence.
Outlook MailYour dashboard · liveLive
Next week: $12,800 due. Flag: Acme's bookkeeper asked about invoice #204 two days ago and nobody has replied.Reading from:
CITED, ALWAYS
CITED, ALWAYSUnder the hood
What it actually shows
Invoiced amounts stacked by due week, with a flag on any payment where the account's recent email tells a different story: a dispute, a question nobody answered, a request to delay.
Everything here lives on a board with the Pulse above it: the line that reads the whole board and says what changed, what needs attention, and what to do next.
Make it yours
A template is a starting sentence
Edit the wording until it fits your business exactly. Two ways businesses bend this one:
“Group by client instead of by week.”
“Add last quarter's average collection delay next to each week.”