Invoicing and Sales Dashboard App
Use Invoicing and Sales Dashboard App to create invoices, monitor open invoices, and view key invoice details in one place, giving small teams a simple way to stay organized and improve day-to-day billing visibility.

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Invoicing and Sales Dashboard App brings your invoicing workflow and sales visibility into one place, so teams can create new invoices, review open invoices, and quickly jump into invoice details when customers have questions. It’s a practical fit for small businesses, agencies, contractors, and sales-led teams that need a simple way to keep invoice records organized while staying on top of totals, due dates, and ownership across sales representatives.
With Jotform, you can turn this invoicing and sales dashboard app template into a branded self-service experience using a no-code app builder and a drag-and-drop interface. Connect invoice creation to your existing forms and keep records centralized, then share the app with your team through a link for fast access on desktop or mobile. As your workflow evolves, you can update pages, refine navigation, and support cleaner data collection across your invoicing process.
It’s used to manage everyday invoicing from a single dashboard, including creating new invoices, browsing invoice lists, opening individual invoice records, and tracking what’s currently open.
Most teams include an invoice list, a clear action to create or add an invoice, and an invoice detail view with essentials such as invoice number, customer, invoice total, invoice date, due date, and the assigned sales representative. You can also include a sales dashboard page and a reports page to support quick check-ins.
Use it when invoices are being created in more than one place, when team members need a consistent way to look up invoice details, or when you want a quick view of open invoices without digging through files or messages.
It works well for owners, finance admins, sales representatives, and operations teams. It’s also useful for service businesses such as agencies, consultants, and contractors that need lightweight invoicing and visibility without a complicated setup.
You get a clearer view of invoices and sales activity, faster invoice creation, and easier navigation between invoice lists and invoice details. Having due dates and totals visible in the same place can also reduce missed follow-ups and duplicate work.
Yes. You can rename pages like Sales Dashboard or Reports, reorder navigation, and adjust what appears on invoice cards and invoice detail screens, so the app matches how your team actually works.
Yes. You can share the published app with internal users so they can quickly open invoices, add new ones, and reference invoice details during customer communication.
Invoices created through the app are captured through the connected invoice form and stored with your Jotform data, so you can keep records centralized and consistent across the invoice list, open invoice views, and invoice detail pages.
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