The dashboard

The /dashboard page is built around one question: what do I do this week? It walks top-to-bottom through three layers — where you are, what to act on, and what's actually driving the numbers.

The 5-tile KPI strip

Five tiles across the top, in narrative order. Each one is the chart's TL;DR for one layer of the forecast.

#	Tile	What it shows
1	Current cash	Reconciled bank balance across active accounts, as of today.
2	Guaranteed inflows	Sum of unpaid AR + recurring inflows over the next 13 weeks.
3	Forecast sales	Predicted purchase orders / pipeline inflows over the next 13 weeks.
4	Forecast outflows	Predicted bills + COGS + OPEX over the next 13 weeks.
5	Runway	Conservative weeks-of-cover. Reads 13+ weeks if you stay above buffer.

Hover any tile to highlight its layer in the chart

Hovering a tile lights up the matching part of the chart below — the "Forecast sales" tile, for example, highlights the optimistic dashed line and its runway marker. This is the same grammar across the whole page.

The cash-runway chart

The hero chart shows today plus 13 weeks of cash trajectory, with two gently curved lines drawn in signal-green and a date-labelled X-axis (Today, May 11, May 18…) so it lines up with the /timeline chart visually:

• Conservative line (solid green): starting cash + guaranteed inflows only (paid AR, recurring debits, manual entries) − all outflows. This is the line to plan against — it assumes none of your forecast sales close.
• Optimistic line (dashed green): the conservative line plus your forecast sales (predicted POs from the statistical model). This is what cash looks like if every predicted PO lands on its predicted week.

Both lines start at the Today anchor on the left edge — your current opening cash position — and project forward through each week's closing balance. There are no bars on the Today column; only the line begins here, so your eye reads continuously from "where I am now" through to "13 weeks ahead". The two lines separate visibly in any week your model predicts a PO; in weeks where every dollar is already guaranteed they sit on top of each other.

The horizontal gap between Today and the first weekly Monday tick scales with the actual days remaining — five-sevenths of a normal week cell on a Wednesday, four-sevenths on a Thursday, shrinking each day until Today lands on Monday and merges with week 1. After that first cell every week-to-week gap is one full cell (seven days) wide, so the chart reads as "this is where today sits in the current week" rather than padding the leading region with empty space.

The soft green and grey bands behind the lines are the per-week inflows and outflows that build the trajectory.

Hover for week details

Hover near the line to pop a small tooltip showing Week of {date} plus the conservative and optimistic ending-cash values for that week. The tooltip is anchored to the line — it appears as you track the line itself, not when your mouse drifts elsewhere in the chart area.

Hover a bar to focus that flow

Hovering an inflow (green) or outflow (grey) bar lifts that bar to full opacity and dims the others so you can isolate a single week's flow visually. Bar focus is independent of the line tooltip — bars and the line have separate hover affordances, so you can scan one without triggering the other.

Click a bar to drill in

Click an inflow (green) or outflow (grey) bar to open a side drawer listing the line items contributing to that week's cash movement — the same drawer the /timeline page uses.

Drawer line items deferred to v2

The drawer opens correctly on every bar click, but the per-week line-item lookup is currently a stub: you'll see "No line items for this cell" until the v2 follow-up wires the real query. The /timeline drawer is the authoritative drilldown surface in the meantime.

Runway markers

When either line crosses your minimum cash buffer within the 13-week window, a small marker pins the crossing week. Two markers means both your conservative and optimistic trajectories dip below buffer; one marker means only the conservative path does; no markers means you stay above buffer for the full 13 weeks — the "all clear" state. The Runway tile reads 13+ weeks whenever the conservative line never crosses.

The daily AI brief

A paper-cream card under the chart with three sections, each with a coloured left rule:

• Main driver (green) — the customers / streams shaping your inflow side this period.
• Risk signal (amber) — the weakest week or biggest concentration risk.
• Recommended action (green) — one concrete move you can make this week.

The brief is regenerated daily for every active org. Mentions of a customer, category, or week in the brief are clickable cross-links — hovering them highlights the matching card, column, or row elsewhere on the dashboard.

Free vs premium

On the free tier the brief is generated by a rules-based engine and the card includes an upgrade nudge. On the premium tier the brief is generated by an LLM with the rules-based facts as context. Both produce the same three-section structure; the agentic API serves whichever was generated.

If today's brief hasn't been generated yet (the daily cron runs at 06:00 UTC), the card shows a one-liner — "Today's brief is being prepared — refresh in a minute" — with the three-section skeleton beneath it.

Inflow + outflow driver panels

Two side-by-side panels under the brief decompose the chart into the customers and categories actually driving it.

• Inflow drivers — top 4 customers by predicted contribution over the 13-week window, ranked by amount × confidence. Each row shows the customer, predicted amount, the most likely week ("next: W6"), and a confidence bar. Click a row to open /customers/{slug}.
• Outflow drivers — top 5 spend categories by predicted 13-week spend, ranked by amount. Each row shows the category, predicted amount, and a confidence bar. Click a row to open /accounts/{slug}.

Journal-driven accounts on /accounts

Some Xero accounts are populated entirely via Manual Journal entries — payroll distributions, GL accruals, end-of-month reclassifications — rather than direct bank transactions. Before 2026-05-13 these accounts showed $0 on /accounts even when the P&L showed real activity. As of this rollout the Last 90d column sums Manual Journal lines into the account total, and rows whose only signal is journal-driven (no direct bank transactions for that account name) get a small indigo J chip with the tooltip "Populated by journal entries — cash may flow through a different account."

Clicking into a journal-driven account (for example Wages Expense - distributed or Wages and Salaries) shows a monthly history chart built from the journal lines, plus a contextual callout under the page header. Forecasts on the page are still computed from direct bank activity only — the journal data is shown to make P&L parity intuitive, not to project cash. The actual cash typically flows through a separate clearing account (often Wages Payable - Payroll or the payroll provider's bank account), which is where the runway, KPI tiles and the cash-runway chart pick it up.

For orgs connected after 2026-05-13 the totals appear automatically on the next nightly sync. For orgs connected before the rollout, journal totals populate after a Xero re-sync or the historical backfill (tracked separately).

Wages missing from outflows?

Xero typically routes wage cash flows through liability clearing accounts — "Wages Payable - Payroll", "Superannuation Payable", "PAYG Withholdings Payable" — rather than P&L expense accounts. As of 2026-05-11 we auto-detect liability accounts with payroll-style names and include them in burn. You can see the auto-classification on /settings/categories (badge reads "Counted as burn (auto: payroll)") and override per- row if you disagree. If a payroll-style account is missing, the page also surfaces a "Missing burn" banner listing other DROPPED accounts you may want to flip — Supplier Finance facilities and similar operational liabilities are common examples.

Cross-component hover

Every section talks to every other section through one hover layer. A few useful pairings:

• Hover the Runway tile → conservative line + buffer crossing light up.
• Hover the Forecast sales tile → optimistic dashed line + its marker light up.
• Hover a week on the chart → matching customer cards + category rows + a tooltip appear.
• Hover a customer card → that customer's next-likely-week bar lights up.
• Hover a category row → grey bars at the weeks the category bills light up.

The interactions are read-only on v1 — there's no click-to-pin yet.

Empty + loading states

You'll see one of three layouts on /dashboard:

State	When	What you see
Setup needed	No Xero connection (or expired) and no manual opening balance	"Complete onboarding to see your KPIs" with a Finish setup CTA
Computing	Xero connected, no KPI snapshot yet	"Setting up your dashboard…" with a Refresh button (a snapshot is queued)
Has data	Snapshot ready	The full layout above

The first KPI snapshot for a brand-new org lands automatically once the initial Xero backfill finishes — you don't need to refresh. Subsequent dashboard loads pick up the nightly snapshot at 02:30 UTC and any "Sync now" updates.

Account & workspace menu

Every settings page, your workspace switcher, and log out live behind one control: the avatar button in the top-right of the topbar. Clicking it opens the account menu. (The left of the topbar shows your current workspace name as plain context text — it's a label, not a button.)

The menu opens with a workspace header showing your active workspace name, its plan (Free, Pro, Max, or Max+), and the email you're signed in as.

Switch or create a workspace:

• Switch workspace — pick any other workspace you belong to; you land on its dashboard.
• Create workspace — start a new workspace from scratch.

Switch billing account:

If you belong to more than one billing account — your Personal account plus any Team accounts you hold a seat on — the account menu shows a Switch account list. Each entry carries a Personal or Team badge, and the account you're currently using is ticked. Selecting a different one makes it active (your seat and plan follow the account) and reloads the dashboard. The list is hidden when you only have a single account, since there's nothing to switch to.

The workspace switcher above is scoped to the active billing account: it lists only the workspaces that belong to the account you're currently using, not every workspace across all your accounts. Switch billing account first to reach a workspace on a different account. (Partner staff are unaffected — their cross-account access to client workspaces is preserved regardless of the active account.)

Reach any settings page directly from the menu:

Menu item	Page
Workspace settings	/settings
Categories	/settings/categories
Add teammates	/settings/team
API keys	/settings/api-keys
Billing	/settings/account/billing
Referrals	/settings/referrals

At the bottom, Help opens the documentation at docs.cashrunway.ai, and Log out ends your session.

What's no longer on the dashboard

If you used the previous dashboard, a few panels moved:

• Org switcher + Settings bar — the separate left-of-topbar org switcher, the old avatar "Sign out"-only menu, and the short-lived "Settings ▾" switcher bar were consolidated into the single top-right account menu. The Settings link in the bottom-left sidebar and the Manage card grid on the Settings home page were removed at the same time — every settings page is now reached from the account menu (the menu hides API keys and Billing for non-admins).

• Top anomalies — now on /timeline. The AI brief deep-links here when its risk signal or recommended action references one. (The legacy engagement prompts panel was retired along with the /forecast/engagements page — overdue customers now surface via the Risk column on /customers and the AR insights page covers overdue invoices in cash terms.)

• Monthly burn, Revenue vs budget, Projected low, Concentration tiles — consolidated into the new KPI strip + chart, or moved to their dedicated drill-in pages (/budget, /concentration).