Discover the top 6 Custom Dashboard enhancements, to help you drive your company's cash management even better. 🚀
1️⃣ Create notes to gather all important information related to your analysis in one place.
This way, you have all the key information in your dashboard. 💡
You can use it to replace your PowerPoint slides for example.
Then you just have to do the export and the document is ready to be shared!
Click on the ➕ Add button at the top right
then on Note
2️⃣ View your data as a table with one click
Now, you can also create tables to have a raw data of your results.
Click on the ➕ Add button at the top right
then on Table
3️⃣ Track your bank balances, at an entity level.
This allows you to have an overview of all your balances, at time t, directly in your dashboard.
Click on the button ➕ Add in the top right
then on Counter
Select as displayed data The value of the cash balance
💡 Do the same with a Table and filter the bank accounts.
4️⃣ Do a cumulative calculation to date using the time filter "Date to now"
This is very useful to have an always up-to-date analysis. 👍
You can, for example, use it :
in a counter to make the gross margin made since the beginning of the project
to analyze what you want since the beginning of your fiscal year if it does not coincide with the calendar year
5️⃣ Add color thresholds on your counters for a better visualization of your results
This way, you can easily detect anomalies, such as late payments or negative accounts. It's also a way to check if everything is ok. 😉
Create or edit a counter
In the View tab, turn on the gray check mark 🔘 to the right of Define Thresholds.
Choose a color and the condition
Add different thresholds if needed
6️⃣ Duplicate your dashboard in 1 click to save time
To do this, nothing could be easier: click on the [➕] between Add and the export button 📤, at the top right of the Dashboard to duplicate.
We'll be happy to help if you have any questions or comments! 😊