Revenue
What you invoiced to customers since the start of the year, and in the last full month compared with the month before.
Finance
A financial dashboard for your small business, up to date every day
Tavalle turns the invoices you already create into a financial dashboard: what you invoiced, the money that really came in, what suppliers, salaries and commissions cost, the VAT to pay and the result that is left. One verdict tells you if the company is healthy, and plain sentences point out what needs your attention.
One verdict: is the company doing well?
The Finance page opens with the totals of the year and a Finance health card: Healthy, Watch or At risk, with the figures behind the verdict.
Below it, “What needs attention” says in plain sentences what an owner should look at: the months that closed in loss, the VAT to pay and in which country, the biggest cost category, and a zone whose revenue is falling.
- Healthy: profitable, no warning signs
- Watch: a margin under 10 %, a month closed in loss, more than 30 % of the invoiced amount still unpaid, or fewer than 70 % of the services renewed
- At risk: costs are above revenue in the period
- Margin, unpaid invoices, VAT to pay or to recover, months in loss and renewal rate on one card
The figures of the year, without a spreadsheet
Every figure comes from what is already in Tavalle: customer invoices, credit notes, supplier invoices, salaries and commissions. Nothing is typed twice.
Money received
What customers really paid, counted on the date of the payment. An invoice issued in March and paid in May counts in May.
Supplier costs
The supplier invoices you recorded, before VAT, with the recurring ones (rent, hosting, phones) created on their date.
Salaries
The yearly employer cost of each person, spread over the twelve months.
Commissions
The commissions of your sales reps, counted when they are paid to them.
Result and margin
Revenue minus costs, salaries, commissions and VAT, and the margin it leaves as a share of revenue.
Invoiced is not the same as received
The monthly detail shows, for each month, what you invoiced, how much of it is still unpaid, how much is paid, and the money that reached you that month.
A good month of invoicing with little money coming in is visible at once, long before the bank balance tells you.
- Unpaid amounts in red, month by month
- Invoices marked paid from the bank statement, with the bank’s date
- Payment reminders to customers after the number of days you choose
- Every row by country, exported to Excel in one click
See where each month’s revenue went
One column per month shows the revenue split into where it went: supplier costs, salaries, commissions, the VAT balance and the profit that is left. A month in loss is marked.
Under it, one bar sums up the year: each part as a share of what you invoiced.
- The cumulative result, added up month by month
- Supplier costs by category: subcontracting, rent, IT, lawyers…
- Sales by product type and paid commissions by sales rep
- The current year next to the previous years, over the same months
By country, with the VAT each one will ask for
If you sell in several countries, each zone has its own revenue, its own result and its own VAT.
Revenue and result by zone
Which country brings the revenue, and which one brings the profit once its costs, salaries and commissions are counted.
VAT balance by zone
VAT collected minus VAT paid, per country: what each country’s next VAT return will ask for, or give back.
VAT month by month
A table of the VAT collected and paid for every zone and month, exported to Excel for your accountant.
Paid vs unpaid
The share of the invoiced amount that is paid, and the share still to collect.
Service renewals
How many of the services that came up for renewal were renewed, and how many ended.
PDF and accounting export
Export the Finance page to PDF. The accounting export gives your accountant every invoice of a period in one ZIP with an Excel summary.
What feeds the dashboard
The figures are only as good as the invoices behind them. These pages show how they get there.
Guides on getting paid
What to do when the money does not come in, explained with examples.
FAQ
Frequently asked questions
What is a financial dashboard for a small business?
One page that shows, from your own invoices and costs, how the company is doing: revenue, money received, costs, VAT and result, month by month. In Tavalle it is filled by itself from the invoices, supplier invoices, salaries and commissions already in the software.
Is Tavalle accounting software?
No. Tavalle handles quotes, orders, invoices, payments and a daily view of your finances. Your accountant keeps the official accounts, and receives every invoice of a period in one export.
How is the result calculated?
Result before VAT = customer invoices − credit notes − VAT collected − supplier invoices − salaries − commissions. The VAT you pay to suppliers and on commissions is recovered, so it is not counted as a cost.
What is the difference between revenue and money received?
Revenue counts an invoice in the month it was issued. Money received counts it in the month the customer paid. Tavalle shows both, so you see when invoicing is good but cash is late.
When does the Finance health say Watch or At risk?
Watch when the company is profitable but the margin is under 10 %, a month closed in loss, more than 30 % of the invoiced amount is unpaid, or fewer than 70 % of the services were renewed. At risk when costs are above revenue in the period.
Who can see the Finance page?
Administrators see the whole company and managers the zone they are in charge of. Sales reps do not see Finance: they see their own customers, invoices and commissions.
Can I compare with previous years?
Yes. The Finance comparison sets the year to date next to the previous years over the same months: result, revenue, costs and the monthly trend.
Does it work for a company that sells in several EU countries?
Yes. Each zone has its own revenue, result and VAT balance, so the VAT return of each country is ready to prepare, and invoices can be issued in any currency with daily ECB exchange rates.
Contact
Let's see if Tavalle fits your business
Based in Luxembourg, Tavalle works with businesses worldwide. Tell us about the software your business needs. We reply within one business day — in English, French or Spanish.
- A 30-minute video call with the founder, on your own use case, no sales pressure
- No commitment and no credit card
- A reply within one business day
- Not ready to talk yet? Watch the demo (3 min)
- Hosted in the EU (Finland), GDPR-ready
- Your own database, backed up every night
- Two-step login and a full change history
- Built and supported in Luxembourg
Thank you!
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