Dashboards

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View a dashboard

1. After signing in, you land in the dashboard view automatically
2. Select a company from the list on the left (you can filter with the search bar or press the / key)
3. All available dashboards for the selected company are displayed
4. Click a dashboard to see its widgets

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Widget types

• KPI dashboard – Metrics such as revenue, profit, and margin shown as tiles
• P&L dashboard – Profit and loss statement with year-over-year comparison
• Bank balances – Bank balance trends over time
• Working capital – Chart of working capital and its development
• Year comparison – Comparison of metrics between years

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Create a dashboard (administrator)

1. Select a company from the list on the left
2. Click “Add dashboard”
3. Enter a name and, optionally, a description
4. The new dashboard appears in the list

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Add a widget (administrator)

1. Open a dashboard
2. Click “Add widget”
3. Choose a widget type and enter a name
4. Configure the widget (for example, select a data source)
5. Save the widget

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Arrange and resize widgets (administrator)

• Move – Drag and drop a widget to another position
• Resize – Drag the edges of a widget to make it larger or smaller
• Positions are saved automatically

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Lock the layout (administrator)

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For client users