Revenue Pipeline
Track invoices by status, monitor revenue trends, identify overdue payments, and view pending proposals with the Revenue Pipeline dashboard tab.
The Revenue tab in the ClientFlow dashboard shows your agency's money flow: what's been paid, what's pending, what's overdue, and what's in your proposal pipeline.
Invoice Summary Cards
Three cards at the top show invoice totals by status:
| Card | What It Shows |
|---|---|
| Draft | Count and total value of draft invoices (not yet issued) |
| Pending | Count and total value of issued invoices awaiting payment |
| Paid | Count and total value of paid invoices in selected period |
Click any card to filter the relevant invoices.
Monthly Revenue Trend
A chart showing paid invoice totals by month over the selected date range.
Use this to:
- Spot revenue patterns (seasonal dips, growth trends)
- Compare current month to previous months
- Identify if revenue is growing, stable, or declining
The date range filter controls which months appear in the chart.
Recent Invoices
List of your 10 most recent invoices regardless of status:
| Column | Description |
|---|---|
| Invoice | Invoice number or reference |
| Client | Associated client name |
| Amount | Invoice total |
| Status | Draft, Pending, Paid, Refunded |
| Date | Issue date |
Click any invoice to open the Invoice Detail Panel.
Overdue Invoices
All invoices past their payment_due date:
| Column | Description |
|---|---|
| Invoice | Invoice number |
| Client | Client name |
| Amount | Outstanding amount |
| Days Overdue | Number of days past due date |
Sorted by days overdue (most overdue first).
This list answers: "Who owes us money, and for how long?"
Pending Proposals
Proposals awaiting client decision:
| Column | Description |
|---|---|
| Proposal | Proposal title |
| Client | Client name |
| Value | Proposal amount |
| Days Waiting | Days since proposal was sent |
This is your sales pipeline. Proposals here could become revenue if closed.
Using the Revenue Tab
Daily check
Glance at the three summary cards. Any surprises?
Weekly review
- Check overdue invoices — who needs follow-up?
- Check pending proposals — any stale (14+ days)?
- Review trend chart — how's this month looking?
Monthly analysis
- Compare paid totals across months
- Calculate overdue percentage: (overdue ÷ (pending + overdue)) × 100
- Review proposal pipeline value vs. revenue collected
Healthy Benchmarks
| Metric | Healthy | Watch | Problem |
|---|---|---|---|
| Overdue % | < 5% | 5-15% | > 15% |
| Pending % | < 30% | 30-50% | > 50% |
| Proposals waiting 14+ days | few | several | many expiring |
Practical Tips
Overdue invoices
When invoices go overdue:
- Day 1-3: Email reminder
- Day 7: Personal follow-up ("Any questions?")
- Day 14: Phone call
- Day 21+: Formal notice
Stale proposals
Proposals waiting 14+ days are at risk. Follow up before they expire or go cold.
Draft invoices
Draft invoices sitting too long mean work done but not billed. Issue them.
Related Guides
- At-Risk Clients — Clients with overdue invoices appear here too
- Invoices — Complete invoice workflow
- Proposals — Creating and tracking proposals