Understanding the multi-client dashboard

The multi-client dashboard at app.finoya.ai/multi-clients is where your advisory practice lives in Finoya. Every client you manage appears as a row in the table. The columns give you the critical financial signals for each client without needing to open any individual account.

The goal of this screen is to let you scan across your entire book in under a minute and immediately know which clients need attention. A well-managed Finoya dashboard makes it possible to walk into a client meeting having already identified the three issues you need to discuss, before opening a single report.

The business name as it was entered when you added the client. Clicking the client name opens their full dashboard. The name is a hyperlink on the screen.

A score out of 100 with a colour indicator. This is the most important column on the dashboard. It tells you at a glance the overall health of each client's cash position right now.

The score is calculated from the client's actual financial data across several dimensions: current cash balance relative to expenses, overdue invoice exposure, projected money in and out over the next 30 days, and burn rate trend. It updates every week when data syncs.

The number of days the client's business can continue operating at its current expense level with the cash it currently holds, assuming no new income arrives.

This is one of the most practical financial metrics you can put in front of a business owner. It translates a cash balance into a timeframe everyone understands.

The total dollar value of invoices the client has issued to their customers that are due to be paid in the next 30 days. This is the expected incoming cash from existing sales.

A low number here relative to the client's expenses is a warning sign that their near-term cash position is more precarious than their current bank balance might suggest. It means the cash they are counting on receiving is not yet committed through raised invoices.

This number only reflects invoices that have been entered in the client's accounting software. If the client raises invoices late, or has verbal sales agreements not yet invoiced, this figure will be understated.

The total dollar value of bills the client owes to suppliers and vendors that are due in the next 30 days. This is the committed cash outflow against their current balance.

Comparing this figure against Invoices Due in 30 Days gives you a fast read on whether the client's near-term cash flow is positive or negative. If unpaid bills due exceed invoices due, the client is heading for a shortfall in the next month unless their current bank balance can cover the gap.

Like the Invoices Due column, this number only reflects bills entered in the client's accounting software. Clients who do not consistently record their incoming bills will show an artificially low figure here, which is a habit worth addressing.

The client's gross profit for the current period, calculated as revenue minus cost of goods sold. This tells you whether the core business activity is profitable before operating expenses are considered.

A positive gross profit that is smaller than the client expects is often a pricing or cost of sales problem. A negative gross profit means the client is selling at a loss before any overhead is considered, which is a fundamental business model issue.

The total dollar value of invoices that are past their due date and have not yet been paid. This is money the client has earned and invoiced but has not collected.

High overdue invoices relative to the client's cash balance often explain apparent cash flow problems. A client with $50,000 in overdue invoices sitting alongside a $30,000 bank balance has a collection problem, not a revenue problem. These are very different conversations to have with the client.

This column updates weekly with each data sync. If a client is actively chasing overdue accounts, you will see this figure move from week to week as payments come in.

Shows a Reveal button for each client. Clicking Reveal displays the unique invite code for that client. If the client has already used the code to connect, the code is still shown here in case you need to reference it. However, a used code cannot be reused for another client.

You can sort the client table by any column by clicking the column header. An arrow appears indicating the sort direction. Click the same header again to reverse the order.

Sorting by Cash Flow Health (ascending) brings your most at-risk clients to the top. This is the most useful sort for a morning review where you want to quickly identify which clients need a call that day.

Sorting by Overdue Invoices (descending) shows you which clients have the largest collection problems. Useful when you are preparing for a round of debtor management conversations.

If your client list spans multiple pages, use the pagination controls at the bottom of the table to move between pages.

The multi-client dashboard is not just for your internal review. You can open Finoya in a client meeting, click into their account, and walk through their dashboard together. Many advisors use the Cash Flow Health score as the opening frame for every client conversation, then click into the specific screens that need discussion.

The dashboard is designed to be readable by a business owner, not just an accountant. The metrics and language are deliberately accessible. This means you can show clients their own screen without needing to translate financial jargon.