A dashboard that lives off the modules
cashwerk has no separate reporting tool with its own data set. The dashboard reads the modules you already work in.
Working hours come from time tracking, absence days from leave planning, tasks from your boards. When you stop a timer the figure changes. When a colleague’s leave is approved, it shows in the widget. Nothing is summed up overnight, nothing needs refreshing.
Beside the personal dashboard every module has its own figures: the CRM shows conversion rates and churn, every project has a cockpit with revenue, costs, hours and status, invoices show revenue, open items and payment rate. You go from overview to detail without switching systems.
Quick actions turn the dashboard into a starting point: invoice, contact, project, appointment or timer are one click away. Casper answers questions about your data and creates contacts, tasks or appointments on request – you approve every write before it runs. The dashboard is included in every plan, including the free plan for one user.
