> For the complete documentation index, see [llms.txt](https://support.caspen.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://support.caspen.com/using-caspen/dashboard/income-overview.md).

# Income overview

## 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.

***

## Income chart

The chart displays monthly totals for:

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

Green bars represent invoices, and blue bars represent payments.

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

#### Dashboard example

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

<figure><img src="/files/b6MOYokCaJBVrc3omVD4" alt=""><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.