Skip to main content

Dashboard

Navigation: Sidebar → Dashboard

The BillingOne Dashboard gives you an instant financial snapshot of your MSP. See Monthly Recurring Revenue, active subscriptions, pending invoices, and licensing compliance — all in one view.

BillingOne Dashboard


Key Metrics

Four summary cards at the top show your most important numbers:

MetricWhat It Shows
Total MRRMonthly Recurring Revenue — the total monthly value of all active subscriptions
Active SubscriptionsNumber of currently active Pax8 subscriptions across all clients
Pending InvoicesInvoices in draft or submitted status awaiting payment
Under-LicensedNumber of clients using more devices than they have licenses for

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 Invoices

Shows the latest invoices synced from Xero:

  • Invoice number and client name
  • Amount and status
  • Quick access to review details

If no invoices have been synced yet, you'll see a "Sync from Xero" button.


Sync All

Click the Sync All button in the top-right to trigger a full sync of both Pax8 subscriptions and Xero invoices simultaneously.


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