> For the complete documentation index, see [llms.txt](https://help.digits.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://help.digits.com/firms-home/your-clients-home-dashboard-built-in-views-and-metrics.md).

# 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](/firms-home/customize-dashbaords.md)

***

### Where to find the Dashboards

1. When you open your client from the firm dashboard, you'll land on the **Home** screen.
2. Click **Home** in the left navigation menu (if it isn't already expanded) to see everything it includes.
3. 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.)
4. **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.

<figure><img src="https://2895837383-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FghadbkL66K7U4hpGn8bk%2Fuploads%2F4LbKnc90mIyrNpLVMbRp%2FCursor_and_Michelle_s_Demo_Client_on_Digits.png?alt=media&amp;token=3552473d-7ecb-488a-b4a9-f70714a59140" alt=""><figcaption></figcaption></figure>

***

### 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](/firms-home/customize-dashbaords.md)). 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:

| View                | What it shows                   | Broken down by      |
| ------------------- | ------------------------------- | ------------------- |
| **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:

<table><thead><tr><th width="206.4864501953125">Tab</th><th>What it shows</th></tr></thead><tbody><tr><td><strong>Overview</strong></td><td>A chart of the total over time (for example, "Expenses Over Time"), with summary tiles</td></tr><tr><td><strong>Categories</strong></td><td>The total broken down by category ("Expenses by Category")</td></tr><tr><td><strong>Vendors / Customers / Suppliers</strong></td><td>The total broken down by party — vendors for Expenses, customers for Revenue, suppliers for Cost of Revenue</td></tr></tbody></table>

<div align="left"><figure><img src="https://2895837383-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FghadbkL66K7U4hpGn8bk%2Fuploads%2Fuu7LTEEzWsJi3r65W07m%2FCursor_and_Michelle_s_Demo_Clie%E2%80%A6___Expenses.png?alt=media&amp;token=fbfa39af-4b6c-4240-be0f-845055e1905d" alt="" width="563"><figcaption></figcaption></figure></div>

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.

{% hint style="info" %}
**Don't see Cost of Revenue?** That view appears automatically once your books have cost-of-revenue activity. If nothing is categorized to Cost of Revenue accounts yet, the view stays hidden.
{% endhint %}

***

### 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](/firms-home/customize-dashbaords.md).) Here's what each one means:

<table><thead><tr><th width="117.468017578125">Metric</th><th width="173.3671875">What it measures</th><th>How it's calculated</th></tr></thead><tbody><tr><td><strong>Total Cash</strong></td><td>The cash you have on hand right now</td><td>Bank account balances + undeposited funds. Other assets (receivables, investments, fixed assets) are not counted as cash.</td></tr><tr><td><strong>Net Burn</strong></td><td>How much cash you actually spent down in a month</td><td>Total spend − income, adjusted for asset and liability changes that affect cash. A negative net burn means you added cash that month.</td></tr><tr><td><strong>Gross Burn</strong></td><td>Your total monthly spending before income is counted</td><td>The "all-out" version of burn — spending only, with no income offset.</td></tr><tr><td><strong>Live Runway</strong></td><td>How many months your current cash will last at your current burn rate</td><td>Total Cash ÷ average monthly Net Burn, using your last <strong>3 months</strong> of net burn.</td></tr></tbody></table>

{% hint style="info" icon="arrow-up-right-dots" %}
**Runway is a forward-looking projection based on your actuals.** It shows the date your cash would reach zero if the recent burn rate continued. The formula and the 3-month window are fixed. If you had an unusual month (a one-time payment in or out), the projection reflects it until that month ages out of the 3-month average
{% endhint %}

***

### Frequently Asked Questions

<details>

<summary>Can I edit or delete these views and metrics?</summary>

The three built-in views and the metric formulas are fixed. Dashboards are different: all of them, including Overview, are fully customizable — but Overview can't be deleted.

See [Customize Your Client's Dashboard](/firms-home/customize-dashbaords.md)

</details>

<details>

<summary>Why is my Runway different from my own model?</summary>

Digits calculates runway from your actual books — cash on hand and your trailing 3-month net burn. Models that use budgeted burn, exclude one-time items, or count non-bank assets as cash will differ. For a custom runway figure, add it as a Custom tile.

</details>


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