Why use Custom Dashboards?
Compare performance by entity and spot top performers.
Consolidate main costs, inflows, and balances into a single view.
Monitor KPIs at a global level to refine your forecasts and strategies.
Automate consolidated reporting and easily share board-level insights.
Create and manage your dashboards
Add a new dashboard: Click on Add Dashboard in the Custom Dashboards section.
Rename or delete: Use the dashboard menu to rename or delete any dashboard.
Re-order or duplicate: Drag dashboards to reorder them, or use the duplication option to copy an existing one.
Export: Click the export icon to download your dashboard data as an Excel or PDF file.
Add items to your dashboard
You can add various elements to each dashboard:
Charts (line, bar, stacked bar, pie)
Tables
Counters
Notes
Data sources to display
Transactions (paid, expected, or both)
Forecast
Cash balances
Key indicators
Debt
Filtering options
Entities: Narrow down to one or several entities.
Categories: Focus on specific cost or revenue categories.
Accounts: Separate by bank account or set of accounts.
Status: Show only paid, expected, or any other status you manage.
Grouping settings
Period: View data by days, months, or custom date ranges.
Company: Compare multiple entities side by side.
Category: Visualize inflows or outflows by category.
Customize display and data format
You can show monetary amounts in thousands or millions, with a “K” or “M” displayed accordingly. For data precision (digits after the decimal), you can select the most relevant level for your analysis. These settings automatically adapt in your custom dashboards.
💡 Tips
Combine Charts and Tables on the same dashboard to get detailed and visual insights simultaneously.
Use Counters for quick-glance KPIs like total revenue or total debt.
Grouping by company is ideal for comparing your entities’ performances in a single chart.
Adjust precision carefully, so your reports remain clear and consistent.
FAQ ❓
Can I export individual charts or tables?
Yes. Hover over a chart or table, click the export icon, and select Excel. You can also export the entire dashboard as PDF.
What filters should I use to compare multiple entities?
Select Entities under the filter options, then choose the specific ones to compare. You can also group by company to see all entities’ results in one chart.
How do I display data in thousands or millions?
Go to your dashboard settings, select Display, then choose thousands or millions. This updates how amounts appear in your charts, tables, and counters.
Can I track both paid and expected transactions in the same dashboard?
Yes. In your chart or table settings, select paid + expected under the data type options to combine both sets in one overview.