Dashboard
Dashboard
Last updated
Dashboard
Last updated
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.
The dashboard is split into two main sections:
Treasury: Shows real-time balances and asset trends based on account balance data.
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.
Click on Add Chart to configure a chart according to your needs.
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.
Hover over the drag icon at the top of the chart, then drag and drop to change the order.
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.
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.
