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Discover your consolidated custom dashboards
Discover your consolidated custom dashboards
S
Written by Salomé Blondeau
Updated over a year ago

🆕 Introduction

The dashboard functionality has been expanded: it's now available in your consolidations!


💡 Benefits of this functionality

You can analyse at group level

  • Your bank fees & the breakdown of your flows by bank

  • Your late clients or customer invoices

  • Your gap between forecast and actual performance

  • Your consolidated debt


⚙️ How does it work?

Go to one of your consolidations: once you have logged on to Agicap, click on the cogwheel on the left, then "Organizations and entities".

Access the consolidation of your choice

Click on the "Dashboards" tab at the top left of your screen

Now time to create your own dashboards! Need some support?

Contact the chat at the bottom right of your screen

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