# Income overview

> See a snapshot of your practice’s recent financial activity including invoices issued and payments received, displayed by month.

Source: https://support.caspen.com/dashboard/income-overview
Documentation index: https://support.caspen.com/llms.txt

## Overview

Located on the Dashboard, the income chart helps you track trends and compare invoicing versus received payments at a glance.

This makes it easier to understand how your practice is performing, identify quieter or busier periods, and stay informed about cash flow.

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## Income chart

The chart displays monthly totals for:

- **Invoices** (amount billed)
- **Payments** (amount received)

Green bars represent invoices, and blue bars represent payments.


> **Info:**
>
> The chart updates automatically as you issue invoices and record payments.


#### Dashboard example

<figure><img src="https://support.caspen.com/files/rZqXKa32QEUrH2a0eyzi.webp" alt="Income chart on the Dashboard showing monthly invoices and payments." width="563"><figcaption><p>Income chart on the Dashboard showing monthly invoices and payments.</p></figcaption></figure>

<figure><img src="https://support.caspen.com/files/b6MOYokCaJBVrc3omVD4.webp" alt="Income chart on the Dashboard showing monthly invoices and payments."><figcaption><p>Income chart on the Dashboard showing monthly invoices and payments.</p></figcaption></figure>

### Permissions

The data shown is based on your user permissions:

- **Practitioners** can view **only their own** invoices and payments.
- **All other roles** (e.g., Admin, Manager, Owner) can view the **practice-wide** overview.

This ensures financial visibility is appropriate to each role.