OneBookPlus
The business dashboard that shows where every dollar sits
Live revenue, overdue invoices and today's bookings, with 300+ reports one click deeper.
See revenue, overdue invoices and today's bookings the moment you log in, with a custom report builder and 300+ built-in reports one click deeper. Configured for your industry automatically.
Replaces Spreadsheets, guesswork, siloed tools
In the product
A look inside OneBookPlus Dashboard
Bistro dashboard with today's revenue, active orders, floor status and reservations
Dashboard at a glance, key numbers and recent activity
What's included
Everything in OneBookPlus Dashboard
Today's money on one screen
Tiles answer the morning questions before your coffee cools: revenue today and this month, what is outstanding, and what is overdue. The overdue tile turns red when something needs chasing and links straight to the filtered invoice list.
18 industry dashboard layouts
A tradie's dashboard leads with today's scheduled jobs and pending variations. A workshop shows vehicles in bay and parts below minimum stock. A hotel shows arrivals. OneBookPlus ships 18 purpose-built layouts and picks yours from the business type you choose at signup.
Custom report builder, no spreadsheets
Build your own reports from invoices, expenses and bills, payments, quotes or jobs. Group by month, customer, category or status, filter by date range or financial year, and render the result as a table, bar chart, line chart or single KPI.
10 one-click report templates
Sales by month, top customers, outstanding by customer, invoices by status, expenses by category, spend by supplier, payments received by month, quote pipeline and jobs by status: instantiate any of them with one click, then edit them like any report you built yourself.
Pin your own dashboards
Save any report as a half-width or full-width tile on a board you design. Starter boards ship per industry (Tradie overview, Workshop overview, Venue overview and more), so your first board builds itself and you refine it from there.
300+ accounting reports behind it
When the glance is not enough, drill into profit and loss, balance sheet, trial balance, cash flow forecast, cash runway, aged receivables and payables, GST detail and break-even analysis. They all live in the accounting workspace, one click from the dashboard.
Bookings and activity in view
Your next bookings sit on the dashboard with client, service, time and duration, alongside a live feed of what just happened across the business: invoices sent, payments received, quotes accepted, bookings confirmed.
Quick-create from the dashboard
Raise an invoice, fire off a quick quote, add a booking or log an expense without leaving the screen. The most common actions in your day are one tap from the numbers that prompted them.
GST position by quarter
The tax summary shows GST collected (1A), GST on purchases and your net GST position per quarter for any financial year, assembled from the invoices and expenses you already logged. Export it as CSV and hand it to your accountant.
300+
Built-in financial and operational reports
18
Industry dashboard layouts, picked automatically at signup
10
One-click report templates, fully editable once created
$0
The dashboard ships with the free core plan
Simple setup
How OneBookPlus Dashboard works
Pick your industry at signup
Choose your business type once. OneBookPlus selects the matching dashboard layout from 18 purpose-built variants and seeds a starter report board that fits how your kind of business actually runs.
Your data builds the picture
Every invoice, payment, booking, quote and expense you record feeds the dashboard. There is no separate reporting setup, no import step and nothing to sync, because the dashboard reads the same records you work in.
Read the morning numbers
Open the dashboard and scan revenue, outstanding, overdue and today's bookings in seconds. Anything that needs action links straight to the list where you fix it, like the overdue tile opening your overdue invoices.
Go deeper when you need to
Build custom reports and pin them to your own boards, or step into the accounting workspace for 300+ formal reports, from profit and loss and trial balance to cash runway, with CSV export where you need it.
Business Dashboard & Analytics for Small Business
A business dashboard should tell you what matters in 10 seconds, revenue today, outstanding invoices, upcoming bookings, and what needs your attention. OneBook Plus Dashboard does exactly that, configured automatically for your industry. A tradie sees jobs and quotes. A restaurant sees daily sales and table status. A salon sees today's appointments and reviews.
Unlike spreadsheet dashboards that you update manually or analytics tools that show vanity metrics, OneBook Plus Dashboard pulls live data from your actual business operations. Revenue updates the moment an invoice is paid. Bookings appear as clients schedule them. Overdue payments surface before they become problems. Every number is real, current, and actionable.
The dashboard works on your phone, fully responsive, no app download required. Check your revenue between appointments, review outstanding invoices during lunch, or see tomorrow's schedule from the couch. Quick-create actions let you invoice, quote, or book directly from the dashboard. It's your entire business at a glance, updated in real-time.
Example walkthrough
A day with OneBook Plus Dashboard
How a freelance copywriter starts every morning
Priya opens her dashboard over coffee at 8am. At a glance she sees: $3,200 invoiced this week, $1,800 paid, $1,400 outstanding. One invoice is going overdue tomorrow, she checks and sees it's a new client. The automated reminder is already scheduled for 9am.
She has 2 bookings today: a brand strategy session at 10am and a content review at 2pm. Both confirmed. Her CRM shows the 10am client accepted a quote last week, she reviews the scope before the call.
After both sessions, she creates invoices from the dashboard, one tap each. By 4pm, her weekly revenue is at $5,000. Her P&L shows March trending 20% above February. She spots that hosting expenses spiked, makes a note to review. Total time on admin: 8 minutes across the entire day.
Frequently asked questions
Common questions about OneBookPlus Dashboard.
Which reports are actually built in?
The reports area gives you performance (12-month revenue trend, outstanding ageing, top clients), cash flow, expenses and a quarterly GST tax summary. The accounting workspace goes much deeper: profit and loss (including comparative and quarterly views), balance sheet, trial balance, cash flow forecast, cash runway, aged receivables and payables, GST detail, BAS lodgement history and break-even analysis sit among 300+ built-in reports. If a number exists in your business, there is almost certainly a report that shows it.
Can I build my own reports without exporting to a spreadsheet?
Yes. The report builder works from five sources (invoices, expenses and bills, payments, quotes, jobs), measures totals, amounts due, amounts paid or counts, and groups by month, customer, category, status or payment method. Render the result as a table, bar chart, line chart or single KPI, save it, and pin it to a dashboard. No formulas, no SQL, no CSV round-trips.
Does the dashboard work on my phone?
Yes. The full dashboard is responsive and works in any mobile browser, so you can check revenue, overdue invoices and today's bookings from the ute or the couch. There is also a native OneBookPlus iOS app on the App Store if you prefer an app icon and push notifications over a browser tab.
How up to date are the numbers?
Every figure is computed live from your actual records each time the dashboard loads. Record a payment, reopen the dashboard, and it is in your revenue. There is no overnight sync or import job that can fall behind, because the dashboard reads the same database your invoices, bookings and expenses are written to.
Do I have to set the dashboard up before it is useful?
No. You pick your business type at signup and OneBookPlus selects one of 18 industry layouts for you, so a tradie sees jobs and quotes on day one while a cafe sees daily sales. A one-click starter board (Tradie overview, Venue overview and similar) seeds your first custom dashboard, and everything on it stays editable.
Can I change what I see?
Yes. Pin any saved or template report to your own board as a half-width or full-width tile, reorder them, and keep as many boards as you like. The main dashboard also follows the modules you actually use: if you never take bookings, you will not stare at an empty bookings widget.
Can my team see the dashboard too?
Yes. Every team member you invite to your OneBookPlus account gets the dashboard, so your office manager sees the same live numbers you do instead of asking you for them. Roles and permissions govern what each person can do from there, like raising invoices or recording payments.
Can I get the numbers out for my accountant?
Yes. The cash flow, expenses, performance and GST tax summary reports export to CSV with one click, the trial balance exports for your accountant's working papers, and a year-end pack export bundles what they need at 30 June. Your accountant gets clean files instead of screenshots and shoebox receipts.
Is the dashboard an extra cost?
No. The dashboard, the report builder and the reports area ship with the free OneBookPlus core plan alongside invoicing, quotes, contacts and bookings. Paid add-on apps for specific industries extend the dashboard with their own widgets, but you never pay separately just to see your own numbers.
Australian Owned
Built in Melbourne, AU
GST Compliant
ATO-ready from day one
Encrypted & Isolated
TLS in transit, AES-256 at rest, tenant isolation at the database layer, read the security page
Free Plan Available
No credit card needed
Works great with
Other OneBookPlus products that pair naturally with Dashboard.
About the author
Bishal Shrestha
Founder & CEO, OneBookPlus
Bishal spent a decade running digital projects for Australian small businesses before founding OneBookPlus. He has worked directly with small businesses across Australia, from tradies and restaurants to salons and professional services, and built OneBookPlus to replace the tool stack he watched them wrestle with.
Read the founder bioReady to try OneBookPlus Dashboard?
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Last reviewed and updated: by Bishal Shrestha