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The Contafy dashboard provides a comprehensive overview of your business’s financial health, combining real-time metrics, trend analysis, and quick access to recent transactions.

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Key capabilities

The dashboard presents three main areas of financial information:

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Cash flow metrics

Real-time visibility into your actual cash movements:
  • Ingresos cobrados - Actual cash received from invoices and payment complements
  • Egresos pagados - Cash paid out for expenses
  • Flujo neto - Net cash flow with operating margin percentage
The dashboard automatically detects unreconciled payment complements (complementos sin conciliar) and displays them separately in the metrics cards.

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Accrual-based accounting

Accounting metrics based on CFDI issue dates:
  • Ingresos devengados - Total invoices issued (accrued revenue)
  • Egresos devengados - Total expenses received (accrued expenses)
  • Resultado devengado - Estimated profit before taxes
These metrics follow Mexican accounting standards and are based on when invoices were issued, not when they were paid.

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Pending transactions

Track outstanding receivables and payables:
  • Por cobrar - Invoices pending payment (accounts receivable)
  • Por pagar - Authorized expenses pending payment (accounts payable)

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Trend visualization

The Tendencia de Flujo chart displays cash flow and accrued metrics over time using Recharts area and line charts. The chart is interactive and loaded lazily to optimize performance.

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Chart features

  • Multiple period views: Choose from año actual, últimos 12 meses, año completo, or comparar anterior
  • Series toggle: Show/hide individual data series (ingresos cobrados, egresos pagados, ingresos devengados, egresos devengados)
  • Visual differentiation: Area charts for collected income, dashed lines for expenses
interface TrendDataPoint {
  mes: number;
  año: number;
  ingresos_cobrados: number;
  egresos_pagados: number;
  ingresos_devengados: number;
  egresos_devengados: number;
}

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Filtering and context

The dashboard supports comprehensive filtering:
  • Profile selection - View data for a specific business profile or all profiles combined
  • Month/year selection - Focus on specific time periods
  • Régimen fiscal - Filter by specific tax regime when a profile has multiple regimes
When viewing “Todas las empresas”, metrics are aggregated across all your business profiles. The dashboard will display “Todas las empresas” in the greeting when no specific profile is selected.

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Recent transactions

Two side-by-side tables show:
  • Recent invoices - Last 3 invoices with payment status indicators
  • Recent expenses - Last 3 expenses with payment status
Each table links to the full invoice or expense management view for detailed exploration.

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Export functionality

The ExportPDFButton component (lazy-loaded) generates comprehensive PDF reports using jsPDF:
  • Includes all dashboard metrics for the selected period
  • Uses the ReporteMensualTemplate for consistent formatting
  • Respects profile and time period filters
The PDF export button appears in the top-right corner next to the dashboard greeting. PDF generation happens client-side for security and performance.

Invoice Management

Manage and track all your issued invoices

Expense Tracking

Track business expenses and payment status

Reports & Analytics

Generate detailed financial reports

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Technical details

The dashboard is implemented as a server component that fetches data in parallel: 
const [metrics, invoices, expenses, profiles, trendData, currentUser] = await Promise.all([
  getMetrics(profileId, mes, año, regimenFiscal),
  getInvoices({ profileId, mes, año, regimen_fiscal: regimenFiscal, limit: 3 }),
  getExpenses({ profileId, mes, año, regimen_fiscal: regimenFiscal, limit: 3 }),
  getProfiles(),
  getTrendData(profileId, año, 'año-actual', mes, regimenFiscal),
  getCurrentUser(),
]);
The dashboard uses dynamic rendering (export const dynamic = 'force-dynamic') to ensure users always see fresh data without cache issues.