Financial
The Financial dashboard provides an overview of financial performance, including credit and debit transactions, account balances, and financial trends. It helps businesses monitor cash flow, track account movement, and analyze historical financial data.
Benefits of this dashboard
- Monitor cash‑flow health: Tracks financial inflows and outflows to strengthen liquidity management.
- Oversee general‑ledger activity: Provides visibility into historical account balances and underlying transactions.
- Analyze financial trends: Identifies patterns in credit and debit movements over time.
- Mitigate financial risk: Helps detect financial anomalies and reinforces proper accounting controls.
- Enable data‑driven financial decisions: Supports strategic financial planning and budgeting.
Key metrics at a glance
- Posted Transactions: Displays financial transactions recorded in the system.
- Credit vs. Debit: Compares credit and debit amounts across different financial periods.
- Account Balances: Tracks beginning and ending balances of general ledger (GL) accounts.
Visual components
| Title | View type | Description |
|---|---|---|
| Credit & Debit Trends | Stacked Line | Shows credit and debit trends over time. |
| Financial Distribution Chart | Radar | Shows distribution of financial values across accounts. |
| Posted Transactions Analysis | Stacked Line | Shows posted transaction trends over time. |
| Financial Data by Year | Worksheet | Table listing GL balances, credits, and debits by year. |
| Balance Movement Funnel | Funnel | Shows the flow of financial transactions. |
Filters
You can filter the dashboard with these panels:
- Year