Your Business at a glance.
Key metrics visualized centrally.
Trusted by leading companies
Powerful functions
Everything you need to work more efficiently.
Metrics
Revenue and projects.
Development
Recognize trends.
Finances
Income and expenses.
Team
See activities.
Projects
Status of open projects.
Insights
Data-driven information.
A dashboard that makes your business performance visible
The cashwerk dashboard is not a static page with decorative charts. It is the central entry point that shows in seconds how your business is doing—with data from every module.
In many companies the day starts by opening five different tools: CRM for pipeline status, spreadsheets for revenue, a time app for team utilization, and project software for open tasks. The cashwerk dashboard consolidates all of this in one place. Without manual entry, you see current working hours, absence days, vacation balance, and average hours per day.
Monthly performance appears as line or doughnut charts so you can spot trends immediately. The “My tasks” widget lists open to-dos with due dates, while recent time entries give a quick view of how work is distributed. For owners and leads, CRM metrics show contact and company KPIs with conversion rates, and the project dashboard reports progress across active projects.
What sets the cashwerk dashboard apart from static reporting tools are quick actions. Instead of navigating to each module, you start frequent tasks from the dashboard: create an invoice, add a contact, start a project, create an appointment, or start time tracking. Quick actions save clicks on routine work every day.
Global search (Cmd+K / Ctrl+K) complements the dashboard as a universal entry point. Search jumps to modules, runs actions, changes settings, or opens help—without leaving the screen. Together with the AI assistant CASPER, which answers natural-language questions and searches business data semantically, the dashboard becomes the cockpit for running your company.
How to get the most from the dashboard
Start of day, overview, and quick actions—all in one place.
Start the day
Open the dashboard and see your KPIs at a glance: working hours, open tasks, and upcoming appointments.
Check performance
Monthly performance charts show trends for hours, CRM conversion, and project progress.
Use quick actions
Start frequent tasks from the dashboard: start the timer, add a contact, create an invoice.
Team overview
See team activity, pending approvals, and upcoming deadlines.
Export reports
Generate PDF or CSV reports for stakeholder meetings or finance.
This is what it looks like
Insights into the intuitive user interface.
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Business Dashboard
Verfügbar auf allen Geräten
Works great with
Seamlessly integrated modules for your complete workflow.
Common questions
Is it customizable?
You see the most important widgets at a glance.
Where does the data come from?
From the CRM, Projects, and Finance modules.
Are there evaluations?
Yes, various reports are available.
Is the data current?
Yes, the dashboard shows the current status.
Smart teams rely on smart software
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Your data is safe with us
Made in Germany
Developed & hosted in Germany
GDPR-compliant
Fully data protection compliant
Cloud Hosting DE
Servers only in Germany
ESG Certified
Sustainable & responsible
Ready for more efficient workflows?
Test cashwerk for free. No credit card required.