Expense Tracking and Financial Dashboard
Deskmantle gives you a complete financial picture alongside your CRM. Track expenses, monitor revenue, and understand your cash flow without needing a separate accounting tool.
Recording Expenses
- Navigate to Finance > Expenses and click + New Expense.
- Enter the amount, date, and category (e.g., Software, Travel, Marketing, Office Supplies).
- Add a description and optionally upload a receipt image.
- Link the expense to a client or project if applicable.
- Click Save.
Expense Categories
Default categories include:
- Software and Subscriptions
- Travel and Transportation
- Marketing and Advertising
- Office Supplies and Equipment
- Professional Services
- Meals and Entertainment
- Utilities and Rent
Add custom categories in Settings > Finance > Categories.
The Financial Dashboard
Access it from Finance > Dashboard. Widgets include:
- Revenue overview — monthly and quarterly revenue from paid invoices. Compare to previous periods.
- Expenses overview — monthly spending broken down by category with trend lines.
- Profit and loss — a simple P&L showing revenue minus expenses.
- Cash flow — money in vs. money out over time.
- Outstanding invoices — total amount currently owed to you.
- Revenue by client — see which clients generate the most revenue.
- Revenue by service — understand which offerings are most profitable.
Pro tip: Ask Desk for financial insights anytime: "What is my profit margin this quarter?" or "Which client has the highest lifetime value?" Desk queries your financial data and responds with charts and numbers.
Exporting Financial Data
Export invoices, expenses, and reports as CSV or PDF for your accountant. Go to Finance > Export and select the date range and data type.