Dashboard
Navigation: Sidebar → Dashboard
The BillingOne Dashboard gives you an instant financial snapshot of your MSP. PanelOne aggregates your operational stack; BillingOne shows the finance view of that data: recurring revenue, active subscriptions, generated invoice work, accounting invoice snapshots, and revenue gaps.
Key Metrics
Configurable summary cards at the top. Common defaults:
| Metric | What It Shows |
|---|---|
| Subscription MRR | Monthly recurring revenue from active Pax8 (and similar) subscriptions only |
| Outstanding AR | Unified open balances (generated invoices + accounting snapshots + PSA) — same total as Accounts receivable |
| Active Subscriptions | Number of currently active subscriptions across clients |
| Missed billing / Under-licensed | Revenue-gap signals; drill into Missed billing or Reconciliation |
Also on the dashboard: needs-attention / finance-close panels, recent accounting invoices, expiring contracts, and Sync All.
Under-Licensed Clients
This section highlights clients whose actual device counts exceed their licensed quantities. These represent potential lost revenue.
- If all clients are properly licensed, you'll see: "All clients are properly licensed"
- If there are discrepancies, each under-licensed client is listed with the variance
Tip: Click through to Reconciliation for a detailed comparison.
Recent Accounting Invoices
Shows the latest invoice snapshots synced from your accounting or PSA sources:
- Invoice number and client name
- Amount and status
- Quick access to review details
If no accounting invoices have been synced yet, use Settings → Integrations to connect and sync Xero, QuickBooks, or another invoice source.
Sync All
Click the Sync All button in the top-right to sync registered billing sources such as Pax8 and connected accounting providers. Review Settings → Integrations → Billing source trust before month-end invoice generation so finance can see whether source data is fresh and safe to bill from.
Tips
- Check the Dashboard daily — It's the fastest way to spot billing issues
- Watch MRR trends — A declining MRR needs investigation
- Address under-licensed clients — They represent revenue you're not collecting
- Keep invoices synced — Run regular Xero syncs to stay current