What Are Custom Dashboards?
Custom Dashboards in Agicap allow you to create personalized visual analyses of your business data. By using charts, counters, tabs, and notes, you can display key metrics and insights that help you make informed decisions.
Benefits of Using Custom Dashboards
1️⃣ Always Up-to-Date: Your charts and counters are refreshed each time you access your custom dashboard.
2️⃣ Time-Saving: No need to export and rework your data manually in Excel.
3️⃣ User-Friendly Interface: Enjoy a beautiful and intuitive design for easy navigation.
4️⃣ Easy Export: Quickly export your charts to Excel for sharing with your team.
5️⃣ Effortless Analysis Creation: Create additional analyses with a user-friendly interface that updates in real-time.
How to Use the Standard Version of Custom Dashboards
In the standard version of Agicap, you have access to a default custom dashboard called Analysis of my cashflow, which includes key charts and counters to help you monitor your company's performance. These default charts are always up-to-date with your outflows categories and accounts.
However, in the standard version, you cannot:
❌ Move, resize, edit, or delete the default charts and counters.
❌ Create new charts or counters.
❌ Create a new custom dashboard.
You can only:
✅ Export the graphs and counters to share insights with others.
How to Activate the Advanced Version of Custom Dashboards
Ask the support team on the chat to activate it. They will check if this advanced functionality is part of your subscription plan. Ask for a free trial if you want to test it.
What Happens When the Advanced Option is Activated ?
You retain the default custom dashboards, but now you can:
✅ Edit, delete, move, and resize the default charts and counters.
You gain access to all Custom Dashboards options, including:
✅ Creating new dashboards tailored to your needs.
✅ Adding and customizing charts, counters, tabs, and notes.
✅ Duplicating dashboards to another entity for consistent reporting across your organization.
💡 Tips
Export and Share: Take advantage of the export feature to share your charts with team members or stakeholders.
Keep It Updated: Regularly review and update your custom dashboards to reflect any changes in your business for accurate insights.
Duplicate Dashboards: ask the support team to duplicate Dashboard to another entity feature to quickly replicate dashboards across different companies or departments.
FAQ ❓
What happens to my custom dashboards after the free trial ends?
All charts and dashboards you created during the free trial are saved. If the advanced option is activated later, your custom dashboards will be restored and fully accessible.
Can I customize the default dashboards in the standard version?
In the standard version, you cannot edit, move, resize, or delete the default dashboards and charts. To customize them, you need to activate the advanced option.
Will the default charts update if I change my categories or bank accounts after activating the advanced version?
After activating the advanced version, the default charts and counters will not automatically update in response to changes in your company's categories or bank accounts. You'll need to manually update them to reflect any changes.