Dashboard & Metrics

What the Dashboard Is

The 📊 Dashboard tab is a read-only summary of everything else in your spreadsheet. It doesn’t hold any data of its own — every figure on it is worked out from your 👋 CRM, 💰 Invoices, 📅 Clients and 📈 Biz Dev tabs, plus your Gmail and Calendar.

It reads top to bottom, with the things that need a decision first:

Block	What it shows
Status banner	One line: whether you are ahead of, on, or behind pace for this year’s revenue goal, and how many items need you today. Green, red or amber to match.
YTD Revenue tile	Revenue so far this year, a trend line of the months completed so far, and the change against the same point last year.
Goal Progress tile	% of your annual goal, a progress bar (it turns red when you fall behind pace), and where an evenly spread year would have you by now.
Open Pipeline tile	Value of open deals, a small chart of value by stage, the open deal count, your 90-day win rate and what is expected to close in the next 30 days.
Clients tile	How many clients are Active and how many are still Onboarding, then a two-part bar of hours logged against hours still left on your active clients.
Revenue by month	A chart of this year against last year, month by month, with a dashed line at your monthly goal (the annual goal divided by twelve). Months still to come are left blank.
Collections	Outstanding, collection rate, average days to pay and overdue amount, then unpaid invoices split into ageing bars, with a red line when anything is past your payment terms.
Pipeline by stage	Each open stage with its deal count, value and a bar scaled to the largest stage. Stale deals are flagged in the corner.
Relationship health	How many contacts sit in each health band, with bars in the band colours and each band’s share.
Quick Wins	Seven counts that each point at something you could clear today.
Clients to re-engage	Up to ten named clients who are flagged, ending soon or nearly out of hours, with hours left, end date and flags.

Everything on it is live. The charts, bars and trend lines are built-in Google Sheets charts and sparklines that read the same numbers as the figures next to them, so they move the moment your data does — there is nothing to redraw.

Some figures are calculated but not drawn on the tab: email, LinkedIn and meeting-hour activity, products, discounts, expenses, quarterly and trailing 12-month totals, and the stage-to-stage funnel. They are all still defined below, and you can put any of them on a tab of your own — see Build your own tabs.

There is a smaller version for when you are moving

The sidebar and the mobile hub both carry a Quick Look — the same figures, cut down to the ones worth glancing at between meetings. It uses identical definitions to the ones on this page, so the two can never disagree with each other.

Your Focus Tab (🎯 My Focus)

Alongside the main Dashboard you can have a second tab built around what you actually use Water LLM for. Onboarding asks “What’s Water LLM for, for you?” — pick any of the four areas below, or none. Skip it and no tab is created.

Area	What its section shows
Client delivery	Active clients (and how many are onboarding), hours left against hours booked, how many need to re-up, and renewals at risk. Then every active and onboarding client — fewest hours left first — with meetings so far, next meeting, end date and flags.
Growing the business	Open pipeline value, what’s expected to close in 30 days, new deals and stale deals. Open deals by stage, win rates and average deal size. Then your open deals — closing soonest first — with stage, value and days since they last engaged.
Money	Year-to-date revenue against last year and your goal, outstanding and collected. Revenue by month for this year and last, unpaid invoices by age. Then every sent, unpaid invoice — oldest first — flagged when it’s past your payment terms.
Business health	Where deals stall: each pipeline stage with how many deals reached it, how many went on to win, the median days spent there and how many sit in it now. Why you lose deals (Lost Reason, last 12 months), where business comes from (by Lead Source) and who refers it, what each kind of work really pays per hour, how much rides on your biggest client, who pays slowest, and a tax set-aside from money actually collected. What clients are worth shows each work type’s agreed value, hours logged, the contracted rate, and the realized rate — what you actually invoiced those clients divided by the hours you put in. Realized below contracted is scope creep. “Valued as” appears when a work type’s name doesn’t say which pricing rule it follows.

Two things to know about Business health

Work types. “What each kind of work really pays” reads the Work Type on 📅 Clients. Types you’ve renamed are matched forgivingly (bundle, block, prepaid, monthly, membership, volunteer…), and each one shows which rule it was valued by — hourly, package, retainer, project or pro bono — so a type that landed on the wrong rule is easy to spot.

Tax set-aside. Worked out from money you’ve actually collected this year, by the date each invoice was paid: each quarter, year to date and a year-end estimate. The rate starts at 35%; type over it and your rate survives rebuilds. It is an estimate only, not tax advice — check with a tax professional.

Each section opens with a one-line status — for example “2 to re-up · 1 at risk” or “Nothing overdue” — so you know at a glance whether it needs you. Every number is live: it comes from the same ⚙️Calc figures as the main Dashboard, and the lists update as your Clients, Biz Dev and Invoices tabs change.

To add or drop areas later, or to build the tab if you skipped it:

Water LLM › Configure Hub › My Focus Dashboard

Tick the areas you want and press Build. The tab is rebuilt with just those sections.
Remove the tab deletes it. Nothing of yours is lost — it only holds formulas Water LLM wrote.
Rebuilding replaces everything on 🎯 My Focus, so keep your own notes on another tab.
When Water LLM updates the Dashboard layout, it updates this tab too, so both stay in step.

Layout Updates and Repairs

Water LLM lays out 📊 Dashboard (and 🎯 My Focus) for you. Every figure is a live formula, so the numbers keep themselves current — there is nothing to rebuild day to day.

When Water LLM improves the layout, or gains a feature that needs new columns or lists (Lead Source, Lost Reason, Next Step, Finished On, Phone…), your sheet picks the change up through an update. It only ever adds what’s missing on your data tabs; nothing of yours is moved or removed.
The Dashboard below row 3 is Water LLM’s. An update rewrites it without keeping a copy, so keep your own notes and charts on a tab of your own. Rows 1–3 (version, subscription and help links) are kept.
If a cell was typed over by mistake, use File › Version history to restore the tab, or email support@waterllm.com and we’ll put it right.

Internal testers

Before launch, testers pick up every change with one click: Water LLM › Update Internal Testers. It adds missing columns and lists, rebuilds the Dashboard layout, rewrites the 📘 Data Dictionary, keeps phone and ZIP columns as plain text, reinstalls the triggers, and ends with a summary of what it did.

The “As Of” Date — Read This First

Every rolling window on the dashboard — “last 30 days”, “90-day win rate”, “overdue” — is measured from a single date stamp, not from the moment you happen to be looking. That stamp is shown at the top of the tab.

The stamp moves when, and only when, the dashboard refreshes:

Once a night, as part of the overnight run. This one is always on — it isn’t something you can switch off, because every other figure depends on it.
On demand, via Water LLM › Run Manually › Refresh Dashboard.

Why it isn’t just “today”

Two reasons, both of which you would notice. A live clock would make the whole spreadsheet recalculate every time you typed a character in the CRM, which is slow enough to be annoying on a few hundred rows. And a window that slides while you are reading means two people looking at the same dashboard on the same morning can see different numbers. A fixed stamp gives you a figure you can quote in a meeting.

If the stamp looks old, the numbers are old

The stamp is the honest answer to “is this current?”. If it is more than a day behind, the overnight run didn’t happen — check the ⚙️Status tab, or the Health Report email, then bring it up to date with Water LLM › Run Manually › Refresh Dashboard. See Reading the ⚙️Status tab.

Where the Numbers Come From

Almost everything is a spreadsheet formula. There is a working tab called ⚙️Calc sitting behind the dashboard: it holds one row per metric, and the dashboard simply displays those rows. It is usually hidden (right-click any tab → Show all tabs if you want to look).

Reads from	What it supplies
💰 Invoices	Revenue, profit, outstanding, ageing, products, discounts, expenses
📅 Clients	Active clients, hours contracted / logged / left, risk flags, end dates
👋 CRM	New contacts, health scores, birthdays, missing emails, LinkedIn activity
📈 Biz Dev	Pipeline value, win rate, stage conversion, stale deals
⚙️Settings	Your revenue goal and your pipeline stage names
Gmail & Calendar	Email volume and meeting hours — the only figures a formula can’t work out, so Water LLM fetches them each night and writes them onto ⚙️Calc

Because the calculations are formulas rather than a snapshot, correcting a typo in an invoice updates the dashboard immediately. Only the Gmail, Calendar and duplicate counts wait for the next refresh — and each of those carries its own timestamp, so a failed fetch shows as stale rather than quietly reading as zero.

Don’t type into ⚙️Calc or 📊 Dashboard

Both tabs belong to Water LLM. Typing over a formula breaks every figure that depends on it, and anything you add to 📊 Dashboard below row 3 is replaced the next time the layout is rebuilt. The Dashboard also keeps the data for its charts in hidden columns N–S; leave those hidden and untouched. If you want to work with these numbers, build your own tab and point it at them — there’s a section below on exactly that.

Money

All of these read the 💰 Invoices tab. An invoice counts as sent once it has a Date Sent, and as paid once it has a Date Paid. A blank Date Paid is what makes something outstanding — there is no separate status to keep in step.

Figure	What it counts
Total Invoiced	Every Total Invoiced value on the tab, all time, paid or not.
Collected	Total Invoiced on rows that have a Date Paid.
Outstanding	Total Invoiced on rows with no Date Paid, all time. This is the figure in the Collections panel.
YTD Revenue	Total Invoiced on invoices dated 1 January to the end of the current month. An invoice you have dated for a future month is not counted yet.
YTD Profit	The Net Profit column summed across invoices dated this calendar year. Net Profit is a column on the Invoices tab — it is whatever your invoice totals leave after the expense columns on the same row.
This Month / This Quarter / Trailing 12 Months	The same sums, windowed by Date Sent. The quarter is the calendar quarter containing the as-of date; trailing 12 months ends at the end of the current month.
MoM Revenue	This month’s revenue against last month’s, as a percentage. Shows 0% when last month was empty — there is nothing to compare against, and a made-up figure would be worse than none.
YoY YTD Pacing	This year’s revenue so far against the same span last year. Shows “—” in your first year.
% to Goal	YTD revenue divided by the revenue goal you set for this year in ⚙️Settings. Shows “—” and “No annual goal set” if you haven’t set one.
Pace verdict	Compares YTD revenue with where you would be if the year were spread evenly: ▲ Ahead of Pace at 105% of that or better, ● On Track down to 90%, ▼ Behind Pace below.
Monthly Run Rate	YTD revenue divided by the number of months elapsed this year, including the current one.
Projected Annual	Run rate × 12. A straight-line projection — it knows nothing about seasonality or your pipeline.
Collection Rate	Collected ÷ Total Invoiced, all time. Green at 90% or above, amber below.
Avg Days to Pay	Average of (Date Paid − Date Sent) across every paid invoice. Shows “—” until something has been paid.
Overdue	Amount and count of unpaid invoices sent longer ago than your payment terms. Configurable — default 30 days, from your invoice settings.
Ageing buckets	Unpaid invoices split by how long ago they were sent: 0–30 days, 31–60, and over 60. Configurable in Configure Hub › When to Flag Things.
Net After Expenses	Total Invoiced minus every expense column, all time. See the Expenses table below for which columns those are.
Net Margin	Net Profit ÷ Total Invoiced, all time.

One quirk worth knowing

Revenue stops at the end of the current month; profit counts the whole calendar year. If you write invoices with future dates, they will show up in YTD Profit before they show up in YTD Revenue, which makes margin read high for a while. Both windows are being brought into line. If you date invoices on the day you send them, this never affects you.

Invoicing in more than one currency

Amounts are summed in your home currency. Foreign-currency invoices are converted at the rate on the invoice date, and the difference when the money actually lands is tracked separately on the 💰 FX Ledger tab rather than silently changing revenue that has already been reported. See Invoicing in another currency.

Clients and hours

These read the 📅 Clients tab, and unless stated they only count rows whose Client Status is Active.

Figure	What it counts
Active Clients	Rows with Client Status = Active. Onboarding, Paused and Finished are excluded.
Onboarding Clients	Rows with Client Status = Onboarding — signed, but not started yet. Shown next to Active on the Clients tile. Their hours aren’t counted in Hours Booked, Logged or Left until you set them to Active, so a tile with only onboarding clients says “No hours booked for active clients yet”.
Hours Booked	The Hours Contracted column added up across active clients — what you have agreed to deliver.
Hours Logged	Meeting time actually counted from your calendar for those clients. See How meeting time is counted.
Hours Left	Booked minus logged. Where a client’s own Hours Left cell is blank, their booked minus logged is used instead.
Renewal Risk	Active clients carrying the Renewal Required flag.
Client Disappeared	Active clients carrying the Ghosting flag — they went quiet on you and nothing is booked.
Need to Re-up	Active clients whose end date is inside the next 30 days, or who have fewer than 5 hours left. Both numbers configurable.
Renewals at Risk	Active clients flagged Renewal Required plus those flagged Hours At Risk. A client carrying both flags counts twice.
Clients to Re-engage	The named list behind those counts: anyone flagged, ghosting, ending within 30 days, or under 5 hours. Capped at ten, so it stays a to-do list rather than a report. Hours left show red under your hours-at-risk threshold; end dates show amber inside the ending-soon window.

The flags themselves are set nightly by the Client Tracker. Each one has a precise meaning and its own threshold — they are listed in full in the Glossary.

Relationships and momentum

Figure	What it counts
New Contacts 30d	CRM rows first synced within 30 days of the as-of date.
Email vol 30d	Two numbers: messages you sent in the last 30 days, and messages that arrived in your inbox. Calendar invites are excluded from sent; promotions, social and updates are excluded from received, so newsletters don’t read as conversations.
LinkedIn 30d	CRM rows whose last LinkedIn message sent, or received, falls in the last 30 days. Only as current as your most recent LinkedIn import.
Meeting hours	Last week, this week, next week and the next 30 days — summed from your calendar, counting only events that have at least one other guest. All-day events are skipped. Weeks run Monday to Sunday.
Focus blocks	The opposite: next week’s events with no other guests. Time you have actually protected.
Health bands	Your contacts grouped by health score. Defaults: Thriving 90+, Healthy 70–89, Needs Attention 50–69, At Risk 30–49, Critical 1–29, Not Started 0. All configurable.
Avg Health	Mean health score across contacts that have one. Contacts with a blank score are left out rather than counted as zero.
Birthdays	CRM contacts whose birthday falls in the current month.
Missing Email	Contacts that have a Status but no email address — rows that will be skipped by anything that emails.
Possible Duplicates	Contacts the duplicate detector thinks are the same person. Nothing is merged automatically; see Finding duplicates.
Needs Follow-Up	In the sidebar Quick Look: up to ten contacts last spoken to between 25 and 45 days ago. Recent enough that picking it back up isn’t awkward, long enough that it has started to slip.

What the health score actually measures

It is out of 100, built from four parts: how recently you were in touch (30 points), whether anything is in the diary (25), how complete the contact record is (20), and how many different channels the relationship runs on (25). The weights, the recency curve and the band cut-offs are all yours to change in Configure Hub › Health Score, which shows a live preview as you move them.

Pipeline

These read the 📈 Biz Dev tab. Your last two pipeline stages are the close-out stages — won, then lost. Everything else counts as open. You name them yourself; see Customising pipeline stages.

Figure	What it counts
Open Pipeline Value	Estimated value of every deal not in a close-out stage.
Expected Close 30d	A deliberately conservative forecast: open value × your all-time win rate × 20%, on the assumption that roughly a fifth of what is open lands in any given month. Treat it as a floor, not a target.
Win Rate (90d)	Deals won in the last 90 days as a share of deals won plus lost in that window.
Avg Days in Pipeline	For won deals: created date to the day they were marked won.
Stale Deals	Open deals with no stage movement for over 60 days. Configurable.
Pipeline by stage	Per open stage: how many deals are sitting in it and what they are worth, in the order your stages are set. Close-out stages are left out.
Conversion funnel	For each neighbouring pair of stages, the share of deals that entered the first in the last 90 days and went on to the next. Kept in ⚙️Calc rather than drawn on the Dashboard.
Lead → Won	The same idea end to end: of the deals that entered stage one in the last 90 days, the share that reached the won stage.
Median time in stage	The middle value of every stage-to-stage move on record — median rather than average, because one deal that sat for a year would otherwise distort it.

Moving a deal backwards

Stage dates are a high-water mark. When you move a deal back to an earlier stage, the later dates are cleared, so the funnel treats it as a fresh entry into the earlier stage rather than a regression. Your weekly recap still notices the move and says so — it compares against last week rather than reading the sheet.

Products, discounts and expenses

Each invoice has room for four line items, each with a name, a price per unit, a quantity and a total. These sections take every line item across every invoice and group them by the name you typed — so “Coaching Package” and “coaching package” are two products until you make them match.

Figure	What it counts
Product breakdown	Per product: revenue in the last 30 days, year to date, and lifetime. Sorted by lifetime, top ten shown, the rest collapsed into “Other”.
Top Product	Whichever product has the highest year-to-date revenue.
Discount	The gap between price × quantity and the total you actually charged. If you charge full price and vary the quantity, this stays at zero.
Avg Discount Rate	Total discount as a share of what you would have charged at list price. Red at 20% or more.
Discounted Invoices	How many invoices carry any discount at all — the honest counterweight to the average.
Multi-Item Invoices	The share of invoices with two or more line items. Water LLM calls these bundles.
Product pairs	Which two products appear together most often on the same invoice, with the combined revenue. Top eight.
Expenses	Seven columns on the Invoices tab — T&E, Travel, Vendor Costs, Subcontractor Payments, Run The Business, Misc. Expenses, and Other Reimbursed — each totalled over 30 days, year to date and lifetime.
Revenue by Client	Per client: invoiced, paid, outstanding and a count, matched by client name on the invoice.

Quick Wins

Seven counts in one block, each of which points at something you could finish today. A zero shows as a green ✓ 0 — the block is designed to be mostly green, so colour actually means something. The first four turn red when they are above zero, because they cost you money or a client; the last three turn amber.

Overdue invoices — unpaid and past your payment terms
Renewals at risk — clients flagged Renewal Required or Hours At Risk
Need to re-up — clients ending soon or nearly out of hours
Stale deals — open and untouched past the stale threshold
Birthdays this month — CRM birthdays in the current month
Missing emails — contacts nothing can be sent to
Possible duplicates — the same person twice

The first four are also what the status banner counts when it tells you how many items need you.

The same seven appear in the sidebar Quick Look, but there only the non-zero ones are shown — a short list you can act on rather than a scorecard.

Colours, thresholds and how to change them

Red and amber on the dashboard are not decoration — each one is a number you can move. There are three places to move them, and each one is the single source of truth for everything that uses it, so changing a threshold once updates the dashboard, the flags, the daily email and the task list together.

Setting	Default	Where
Client gone quiet	90 days	Configure Hub › When to Flag Things (the client ones are also in Client Tracker)
Lead gone quiet	30 days
No recent activity	30 days
No sessions logged	14 days
Engagement ending soon	30 days
Hours at risk / renewal required	5 h / 2 h
Stale deal	60 days
Invoice ageing cut-offs	30 and 60 days
Health score bands and weights	90 / 70 / 50 / 30	Configure Hub › Health Score
Revenue goal	—	⚙️Settings, one row per year
Payment terms	30 days	Configure Hub › Invoices & Reminders

A few comparisons are fixed rather than configurable, because they are conventions rather than preferences: the pace bands (ahead at 105% of an evenly spread year, on track down to 90%) and the collection rate (green at 90%).

The colours themselves are ordinary conditional formatting on the Dashboard tab, so they follow the numbers live:

Where	Green	Amber	Red
Status banner	Ahead of pace or on track	No goal set for this year	Behind pace
YTD change vs last year	▲ up	—	▼ down
Goal progress bar	—	—	Below 90% of pace
Collection rate	90% or above	Below 90%	—
Overdue amount and alert line	Nothing overdue	—	Anything past your payment terms
Stale deals	None	Any	—
Quick Wins	Zero	Last three, above zero	First four, above zero
Clients to re-engage	—	End date inside the ending-soon window; Renewal Required or End Date flags	Hours left under the hours-at-risk threshold; Hours At Risk flag

Four rules that keep it working

1

Build on your own tab, never on theirs

📊 Dashboard, ⚙️Calc, ⚙️Staging and ⚙️Status are rebuilt by Water LLM. Read from them all you like; don’t write into them.
2

Look columns up by their heading, not by letter

Column letters move the moment you or an update inserts a column. Headings don’t. The recipe below does this for you.
3

Use the as-of date for your own time windows

='⚙️Calc'!$B$2 is the date the dashboard was last refreshed. Using it instead of TODAY() keeps your tab in step with the rest of the dashboard — and keeps the sheet quick, because TODAY() and NOW() make Google Sheets recalculate everything every time you type. Avoid INDIRECT and OFFSET for the same reason.
4

Don’t rename Water LLM’s tabs or column headings

Headings are how the add-on finds anything. Renaming one disconnects the feature that owns it — and your own formulas with it. You can freely add columns, hide them, reorder them, and rename the eight user-defined fields, which exist for exactly this.

Recipes you can paste

Borrow a number the dashboard has already worked out

The ⚙️Calc tab keeps a name in column A and the value in column B. Look it up by name and you never have to care which row it landed on:

=INDEX('⚙️Calc'!$B:$B, MATCH("MET_COLLECTION_RATE", '⚙️Calc'!$A:$A, 0))

Unhide ⚙️Calc to read the available names off column A. They are grouped by prefix: CFG_ for your settings, FEED_ for the Gmail and Calendar figures, MET_ for the calculated metrics. This is the cheapest recipe on the page — the arithmetic is already done, and your tab can never disagree with the dashboard.

Pull a whole column from a data tab, by heading

On 👋 CRM, 💰 Invoices, 📅 Clients and 📈 Biz Dev the headings are on row 3 and the data starts on row 4. This returns the whole column under whichever heading you name:

=INDEX('💰 Invoices'!$A$4:$BF, 0, MATCH("Total Invoiced", '💰 Invoices'!$A$3:$BF$3, 0))

Wrap it in whatever you need:

=SUM(INDEX('💰 Invoices'!$A$4:$BF, 0, MATCH("Total Invoiced", '💰 Invoices'!$A$3:$BF$3, 0)))

If a heading doesn’t exist the formula returns #N/A, which is the point — you find out immediately instead of reading a silent zero.

Make it readable with a named function

Typing that INDEX/MATCH more than twice gets old. Google Sheets lets you define it once under Data › Named functions. Add an argument placeholder called header_name first, then paste the definition:

Name	Definition
`CRM`	`=INDEX('👋 CRM'!$A$4:$CG, 0, MATCH(header_name, '👋 CRM'!$A$3:$CG$3, 0))`
`INV`	`=INDEX('💰 Invoices'!$A$4:$BF, 0, MATCH(header_name, '💰 Invoices'!$A$3:$BF$3, 0))`
`CT`	`=INDEX('📅 Clients'!$A$4:$AV, 0, MATCH(header_name, '📅 Clients'!$A$3:$AV$3, 0))`
`BD`	`=INDEX('📈 Biz Dev'!$A$4:$AK, 0, MATCH(header_name, '📈 Biz Dev'!$A$3:$AK$3, 0))`

After which the rest of this page becomes readable:

=SUMIFS(INV("Total Invoiced"), INV("Date Paid"), "")   # outstanding
=COUNTIFS(CT("Client Status"), "Active")   # active clients
=AVERAGE(FILTER(CRM("Health Score"), CRM("Health Score")<>""))   # average health

The placeholder can’t be a single letter

Sheets reads a bare letter as a column reference and rejects the definition. Use a word — header_name — and add it before you paste the formula, or Sheets will complain that the name is undefined.

Your own window, anchored to the same date

Revenue in the last 90 days, measured from the dashboard’s as-of date rather than a moving clock:

=SUMIFS(INV("Total Invoiced"), INV("Date Sent"), ">="&('⚙️Calc'!$B$2-90))

A live list rather than a single number

FILTER gives you rows that update themselves — here, every active client with fewer than ten hours left:

=FILTER({CT("Client Name"), CT("Hours Left")},
        CT("Client Status")="Active",
        CT("Hours Left")<10)

QUERY works too if you prefer it, and is better when you want sorting and grouping in one go.

Things people build

A one-page board — four or five numbers you actually act on, in a font size you can read across the room.
A month-end sheet — invoiced, collected, outstanding and expenses for one month, laid out the way your accountant asks for it.
A charts tab — the monthly revenue comparison as a column chart, or health bands as a doughnut. Charts need a range to point at, which is exactly what recipe 5 produces.
A weekly review sheet — who went quiet, what is overdue, what is booked next week, printed on a Friday.
A sponsor or partner view — one client’s hours and invoices, with nothing else on it, safe to share as a PDF.

Before you share anything

Sharing a single tab isn’t possible in Google Sheets — sharing the file shares every tab, including your notes. To hand something to a client, use File › Download › PDF with “Current sheet” selected, or copy the tab into a new spreadsheet of its own.

When a number looks wrong

What you see	What it usually means	Fix
Everything is stale	The overnight run didn’t happen — check the as-of stamp against today.	Check ⚙️Status for the failed job, then run Water LLM › Run Manually › Refresh Dashboard — or wait for the next overnight run.
Meeting hours or email volume read 0	The Calendar or Gmail fetch failed. Each carries its own timestamp, so one failing doesn’t affect the others.	Run Water LLM › Run Manually › Refresh Dashboard, or wait for the next overnight run. If it persists, re-grant permissions from Configure Hub › Reauthorize Permissions.
The layout looks broken, or a chart is missing	A cell on the Dashboard was typed over, or rows or columns were deleted.	Restore it from File › Version history, or email support. See Layout Updates and Repairs.
`#N/A` in a cell	A column heading it depends on was renamed or deleted.	Put the heading back exactly as it was. The Settings article lists the ones Water LLM owns.
% to Goal shows “—”	No revenue goal is set for the current year.	Add a row for this year in ⚙️Settings.
Hours Logged looks low	Meetings are only counted when the client is a guest on the event and the event isn’t all-day.	See How meeting time is counted.
A client is missing from the counts	Their status isn’t Active. Onboarding, Paused and Finished are excluded from the client figures by design.	Change the status on 📅 Clients if it’s wrong.
Revenue is missing an invoice	It has no Date Sent, or it is dated in a future month.	Fill in Date Sent. Future-dated invoices count from the month they carry.
A row cap warning appears	You’ve grown past the range the formulas were set up to read.	Email support and we’ll widen it — it’s a one-line change, and the warning exists so you find out before anything is truncated.

📈 Dashboard & Metrics

📐 Calculation definitions

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Calculation definitions

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