Woodshop MasterWoodshop Master

Financial Dashboard

Build dynamic budgets, forecast outcomes, and stay agile as numbers evolve. No more static spreadsheets or last-minute scrambling.

Link your projections directly to real system data — so every number has context, and every forecast stays grounded.

Create high, mid, and low outcome plans. Adjust assumptions on the fly and see financial impacts immediately.

Tie budget categories directly to your transaction accounts for auto-synced updates as spending occurs.

Use charts, trend lines, and outlier detection to visualize financial movement and adjust with clarity.

 

Financial

  • Total Cash on Hand
  • Invoice Income Not Received
  • Outstanding Invoice
  • Outstanding Quotes
  • Total Expenses (MTD)
  • Total Expenses (QTD)
  • Total Expenses (YTD)
  • Net Profit / Loss
  • Expense vs Income Trend Line
  • Upcoming Expenses by Week
  • Upcoming Income by Week
  • Upcoming Expense / Income by Week for Month
  • Top 10 Spending Categories
  • Total Income
  • Recurring vs One-Time Expenses (Last 12 Months)
  • Upcoming Recurring Payments
  • Daily Payout Summary 

Smarter budgets. Stronger forecasts. Better business decisions.
Plan with confidence using Woodshop Master’s integrated financial toolkit.