What's late, and what's coming in.
Home sums up what's overdue, waiting on a reply and due in, from work your team already records. Reports show who owes you and which work pays.
14-day free trial. Card required. After the trial: from $29/month. Renews automatically every month until you cancel. Cancel anytime in Settings → Billing.
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- Home and Needs your attention on every plan
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- A daily AI briefing from Voyager
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- AR aging and profitability reports from Specialist
What are client work analytics?
Client work analytics turn the records a service business already keeps, such as invoices, payments, proposals, time and expenses, into a view of what needs attention and how the money is moving. In Workspace369 that view is Home: a short briefing, a Needs your attention list and widgets for money, payments coming in, tasks and projects, plus AR aging and profitability reports.
Reviewed October 21, 2026 by the Workspace369 Product Team. Availability can vary by plan, region, and workspace configuration.
The numbers you check every morning.
Below the briefing sit the widgets you pick, each built from records your team already keeps. Nobody exports a spreadsheet to answer a simple question.
Home's briefing is the one in AI AutoPilot Today- 01
Read the month in one chart
Money shows revenue, expenses and profit month by month. Each bar splits revenue into what you spent and what you kept, compared with the same point last period.
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Know what is coming in
Coming in lists the payments due in the next 30 days and who usually pays late. Work you have won but not invoiced yet shows up too, so it doesn't slip.
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Put your numbers first
Add, drag and resize widgets, with a separate layout for phones. Pick from tasks, projects, timesheets, the pipeline, recurring revenue, inventory and more.
- Choose each widget's period, figures and chart
- Owners and admins can set a Home for each role
- Prefer the classic Home? Switch back any time
See every unpaid invoice by how late it is.
AR Aging groups unpaid invoices by client into current, 1-30, 31-60, 61-90 and 90+ days. Open a client to remind, record a payment or open an invoice from the same row.
- Switch between days past due and days since invoice
- Select overdue invoices and send reminders in one go, after a confirmation
- Filter by project, and export the report as PDF or CSV
- INV-104214 days$2,450.00
- INV-10510 days$2,100.00
- INV-10550 days$1,500.00
Sample data. Pick a client to open its invoices.
Profit per project, worked out from the records.
Job Profitability takes what you invoiced on a project, subtracts team time at cost and linked expenses, and shows the margin. Customer Profitability does the same per client.
Revenue is the total of the project's invoices in the period, not counting void ones.
Team time counts at each member's internal cost rate, billable or not.
Expenses and bills linked to the project count as other costs.
Sort projects by margin to see which kind of work is worth more of your time.
A Home on every plan. Deeper reports as you grow.
Home, its widgets and the Needs your attention list come with every plan. Written AI briefings, project financials and the accounting reports start on higher plans.
Compare plans- Home and widgetsEvery plan
- Needs your attentionEvery plan
- Activity viewEvery plan
- AI daily briefingVoyager and up
- Project financialsVoyager and up
- AR agingSpecialist and up
- Project profitabilitySpecialist and up
- Customer profitabilitySpecialist and up
- AccountingSpecialist and upBasicFull
Read from the current plan comparison.
Dashboards & Reports questions
What does the Workspace369 Home show?
Home opens with a short briefing and a Needs your attention list: overdue invoices, proposals waiting for a reply, contracts to countersign, clients with time not invoiced, new requests and overdue tasks. It is the same briefing that heads AI AutoPilot Today. Below it you choose widgets such as Money, Coming in, Today, Tasks, Projects, Timesheet, Pipeline, recurring revenue and inventory.
Can I customize the dashboard?
Yes. Add, remove, reorder and resize widgets, and keep a separate layout for phones. Owners and admins can recommend a Home for each role and apply it to everyone. The classic Home, with its templates, is still available in Settings.
Can Workspace369 show project profitability?
Yes. Job Profitability shows revenue, direct costs, gross profit and margin per project. Revenue is the project's invoiced total; costs are team time at each member's internal cost rate plus the expenses and bills linked to the project. Customer Profitability shows the same per client.
Do teams need to export data before using the dashboard?
No. Home and the reports read the records already in Workspace369. AR aging can still be exported as PDF or CSV for your accountant.
Which plan includes dashboards and reports?
Home, custom dashboards, the Needs your attention list and the team activity view are on every plan, starting at Cadet ($29 a month). AR aging and project and customer profitability come with basic accounting on Specialist ($149 a month); full accounting reports are on Commander ($299 a month).
Open Home on your own numbers.
Start free and bring this workflow into the rest of your workspace.
14-day free trial. Card required. After the trial: from $29/month. Renews automatically every month until you cancel. Cancel anytime in Settings → Billing.