Open Overview → Insights and pick 30 days, 90 days, 12 months or 2 years. You'll see:
- Collected revenue, Expenses and Profit. Revenue counts when money is collected, not when invoices are sent.
- Receivables aging: what's owed, grouped as current, 1–30, 31–60, 61–90 and 90+ days late.
- Your lead pipeline and win rate, plus breakdowns by lead source, by service and by area.