Command Center
Triage the finance signals that need attention, then open the underlying record or forecast.
Eigenn's finance command center is the Finances → Overview page. It is a decision-starting page: it combines an owner brief, a short priority queue, current financial signals, and links into the records where work happens.
It is not a transaction ledger, a complete invoice analytics dashboard, or a saved weekly-review record.
Before you start
For a useful command-center review:
- join the workspace as an Owner, Member, or Viewer
- connect the bank accounts that should contribute to cash
- import or sync enough transaction history to calculate revenue, profit, burn, and runway
- keep invoice and receivables records current if you expect collection risks to appear
- create budgets if you want over-budget categories to enter the priority queue
Owners and Members can follow the links and change team records. Viewers can read team finance data, but cannot run write-backed actions such as forecasts or budget changes.
Open the command center
- Select Finances in the main sidebar.
- Select Overview in the finance navigation.
- Choose a Reporting period. Available presets are Last 4 weeks, Last 3 months, Last 6 months, Last 12 months, Month to date, Year to date, All time, and Custom range.
- If you choose Custom range, set From and To.
The period changes the revenue, profit, burn, health, action, and forecast queries used by the page. Cash balance is the current total across connected accounts rather than a period total.
Read the page from top to bottom
Owner brief
The owner brief promotes the highest-priority open action. When no action is open, it points to the weakest business-health area instead.
The business-health score is shown out of 100. Its weakest signal is the lowest of:
- revenue growth
- expense control
- cash flow
- profitability
Treat the score as a triage signal, not as an accounting certification.
Do these first
The queue shows up to three actions, ordered by severity and then by monetary exposure. Actions can include:
- overdue invoices
- failed payments
- risky invoice terms
- bank connections that need attention
- broken promises to pay
- categories over budget
- expiring customer cards
- invoices missing autopay
Select an action to open its working page. Depending on the signal, Eigenn sends you to Invoices, Receivables, Customers, Reports, or Settings → Account → Bank Connections.
The severity icons mean:
| State | Meaning |
|---|---|
| Critical | Act first. Examples include an invoice at least 30 days overdue, five or more failed payments, three or more broken promises, risky terms, or a bank connection error. |
| Warning | Review soon. Examples include less-severe collection problems or a category over budget. |
| Info | Useful preventive work, such as updating a card that will expire soon. |
When the queue says Nothing urgent is blocking cash right now, no current action bucket met the alert rules. It does not mean every source is reconciled or every invoice is collectible.
Business pulse
The pulse contains four figures:
| Signal | What it represents |
|---|---|
| Revenue | Revenue in the selected reporting period, with change from the equal-length prior period when available. |
| Profit | Profit in the selected period, with prior-period change when available. |
| Cash | Current cash across connected accounts; the supporting line shows average monthly burn for the selected period. |
| Runway | Modeled months of runway at the current burn rate. |
Runway guidance changes at these thresholds:
- 3 months or less: cash is treated as tight
- more than 3 and up to 6 months: the page recommends close monitoring before commitments
- more than 6 months: the page calls runway workable but still recommends stress testing
- Unknown: the workspace does not have enough connected cash and forecast context
Decision panels
The three decision panels intentionally mix historical and forward-looking evidence:
- Make more money shows next-month projected revenue, plus receivables actions.
- Lose less money shows current-period profit, plus spend and bank-connection actions.
- Plan what may be coming shows projected revenue over six months and links to a prefilled stress test.
Each action panel shows at most two items. Use Work receivables, Review spend, or Run stress test to continue in the appropriate product area.
Forecast before committing
This section shows the current count and value of unpaid invoices, then offers:
- Test those payments arriving late, which opens Forecast with a collections-delay assumption
- Open forecast workbench, which opens the baseline forecast
The unpaid-invoice figure is invoice context. It is not the same as the invoice-performance analysis under Invoices → Insights.
Keep the data types separate
| Data type | Where it appears | How to use it |
|---|---|---|
| Observed data | Revenue, profit, current cash, burn, and open action counts | Establish what has happened and what is currently recorded. |
| Budget data | Over-budget action items | Compare actual performance with a monthly plan. |
| Forecast data | Next-month and six-month projections, runway | Understand a modeled continuation of current history. |
| Stress scenarios | Run stress test and Forecast links | Change assumptions and compare the result with the no-driver baseline. |
| Invoice insights | Invoices → Insights | Analyze invoice and collection performance, separate from the command center. |
| Shared or embedded views | Separate widget or Assistant-sharing workflows | Present a restricted view or snapshot; the command center itself is a live, signed-in team page. |
Verify a successful review
A command-center pass is complete when:
- the selected period matches the decision you are making
- no unexpected bank-connection error remains in Do these first
- you can explain each critical or warning action and have opened the relevant record
- cash and runway use the expected workspace currency and connected accounts
- any decision that depends on future cash has been checked in Finances → Forecast
There is no Complete review or Save review control on Overview. Completion means you resolved or assigned the underlying records.
Data freshness and limitations
- Overview queries current workspace records when the page loads or its reporting period changes.
- The page does not show a universal “last updated” timestamp. Check Settings → Account → Bank Connections when cash or transaction data looks stale.
- A connection error is an actionable sync problem; an empty queue is not proof that every source just synced.
- Forecast and runway values are model outputs. They are not booked actuals, a bank balance, or a guarantee.
- The page does not expose a page-level public-share control. A copied URL still requires workspace access.
Troubleshooting
Cash is zero or does not match the bank
Open Settings → Account → Bank Connections. Confirm the intended accounts are connected and enabled, then allow the latest sync to finish before relying on cash or runway.
Runway says Unknown
Connect cash accounts and make sure the workspace has enough revenue and expense history. Then open Finances → Forecast and confirm the baseline can be calculated.
The owner brief promotes the wrong issue
The brief uses the highest-severity action, with larger monetary exposure first inside the same severity. Open the queue to review every visible item; use the destination page for full context.
An invoice problem is not in the queue
The queue is rule-based and deliberately short. Open Invoices → Insights or Receivables for the complete invoice and collections picture.
The page is useful but not detailed enough
Use Finances → Reports for the chart deck and prior-period table, Finances → Budgets for plan-versus-actual work, and Finances → Forecast for assumptions and stress testing.