Your Client's Home Dashboard: Built-In Views & Metrics
Digits comes with a built-in Overview dashboard, three permanent analysis views, and a set of standard financial metrics. This article explains what each one shows and how the metrics are calculated. To change what's on your dashboard, see Customize Your Client's Dashboard
Where to find the Dashboards
When you open your client from the firm dashboard, you'll land on the Home screen.
Click Home in the left navigation menu (if it isn't already expanded) to see everything it includes.
Select Dashboards for the dashboard view, or jump straight to the Expenses, Revenue, or Cost of Revenue built-in views. (Cost of Revenue appears once the client has cost-of-revenue activity.)
Looking for a custom dashboard you created? Those live at the top of the Dashboards page — shown as tabs next to Overview, or as a dropdown from the current dashboard's name when you have several — so you and your client can switch between them directly.
The Overview Dashboard
Every client starts with a built-in Overview dashboard showing a standard layout of the most commonly used tiles. It's the landing page under Home in the left navigation when you're viewing that client.
The Overview dashboard is fully customizable — you can add, remove, and rearrange its tiles just like any other dashboard (see Customize Your Client's Dashboard). The only difference is that it can't be deleted: Overview is always there, showing either the default layout or the version you've customized for your client.
You can also create up to nine additional custom dashboards per client. All of a client's dashboards — Overview and any you've created — are available at the top of the Dashboards page, either as tabs or as a dropdown from the current dashboard's name.
A few things affect what appears on the default layout:
Connected data — tiles populate as the related data exists. For example, the Headcount tile requires a Gusto connection.
Your customizations — once you edit a dashboard, your layout replaces the default.
Built-In Views: Expenses, Revenue, and Cost of Revenue
Alongside Dashboards, the Home section of the left navigation includes three permanent analysis views. These aren't customizable dashboards — they're always-on breakdowns of each side of your P&L:
Expenses
Spending over time
Category · Vendor
Revenue
Income over time
Category · Customer
Cost of Revenue
Cost of goods/revenue over time
Category · Supplier
Each view has the same three tabs:
Overview
A chart of the total over time (for example, "Expenses Over Time"), with summary tiles
Categories
The total broken down by category ("Expenses by Category")
Vendors / Customers / Suppliers
The total broken down by party — vendors for Expenses, customers for Revenue, suppliers for Cost of Revenue
Select any row to drill into its details and the underlying transactions. Digits keeps your place when you switch views: if you're viewing Expenses by category and switch to Revenue, you land on Revenue by category.
How the Built-In Metrics Are Calculated
The built-in metrics use fixed formulas that can't be modified. (If you need a metric calculated differently, add a Custom tile with your externally calculated value — see Customize Your Client's Dashboard.) Here's what each one means:
Total Cash
The cash you have on hand right now
Bank account balances + undeposited funds. Other assets (receivables, investments, fixed assets) are not counted as cash.
Net Burn
How much cash you actually spent down in a month
Total spend − income, adjusted for asset and liability changes that affect cash. A negative net burn means you added cash that month.
Gross Burn
Your total monthly spending before income is counted
The "all-out" version of burn — spending only, with no income offset.
Live Runway
How many months your current cash will last at your current burn rate
Total Cash ÷ average monthly Net Burn, using your last 3 months of net burn.