# Dashboard

{% hint style="info" %}
The dashboard provides a clear view of key financial metrics, such as real-time balances, asset trends, income, expenses, and profits over specified periods. 

Its visual format allows you to quickly assess your financial health, enabling faster, data-driven decision-making.
{% endhint %}

The dashboard is split into two main sections:

**Treasury:** Shows real-time balances and asset trends based on account balance data. 

<figure><img src="/files/BTc6fiEKhVWBPzuYelbY" alt=""><figcaption></figcaption></figure>

**Reports:** Displays income, profits, and asset distribution trends based on financial reports.

* You can set Period and Date Range at the top, all charts will update accordingly.

<figure><img src="/files/Hg84ACu4MueXDS9iy3GG" alt=""><figcaption></figcaption></figure>

### Add a Chart:

Click on Add Chart to configure a chart according to your needs.

<figure><img src="/files/P6SehKtjifjxyX1Cy2lK" alt="" width="563"><figcaption></figcaption></figure>

### Edit/Delete a Chart:

Click the chart’s More button and select Edit to modify an existing chart.

If you no longer need a chart, you can delete it.

<figure><img src="/files/VmC8Qy9wOO7K3cuigfBh" alt="" width="563"><figcaption></figcaption></figure>

### Rearrange Chart Order:

Hover over the drag icon at the top of the chart, then drag and drop to change the order.

<figure><img src="/files/vgJHyOiEl1ogAAkCwELx" alt="" width="563"><figcaption></figcaption></figure>

### Temporarily Change Chart Filters:

* While viewing a chart, you can temporarily modify settings like time range or currency to quickly analyze the data.
* These changes won’t be saved. If you want the modified settings to be applied by default in the future, you’ll need to edit the chart.

<figure><img src="/files/Ff6betXLA6d5rRDEvgem" alt="" width="563"><figcaption></figcaption></figure>

### Modify Summary Metrics:

You can change the summary information displayed at the top of the Reports section.

Click the More button to select the metrics you want to view.

<figure><img src="/files/EvwLBowieDrqaIInN3TW" alt="" width="563"><figcaption></figcaption></figure>


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