Add financial analysis to a dashboard

Dashboards provide powerful insights and overviews of your financial information in one place, making it easy to get quick answers and insights, and monitor performance. Dashboards are made up of lines, in which you can have a range of widgets from different financial statements. For example, you can use different widgets to visualize KPIs and financial ratios that are meaningful to a wide range of audiences. You can also include non-financial metrics to provide context to your financial data and enable a greater understanding.

 View and example of a dashboard you can create from your financial statements:

Learn about what can you add to a dashboard

You can add the following types of content to a dashboard. Displaying the information in different ways often makes it easier to consume.

• Grid view - When you change your view of a financial statement to meet your specific needs, you can add that view as a widget on a dashboard. You can also add your favorite views to the dashboard.

• Chart - When you view your financial information in a chart format, you can add the chart as a widget on a dashboard. As periods are included in charts, the chart widget is a complex visualization that provides a powerful way to visualize changes and trends in data over time. When you hover over a value in the chart, a tooltip displays with data, including the variance.

• Value card - A Value card is a special type of chart, similar to the Summary chart in Analytics. It displays a value for the current period, and the corresponding value from the previous period and/or budget for comparison purposes. It is a useful tool for visualizing your key financial metrics, such as your gross profit margin.

Add a grid view to a dashboard

1. Change your view of the financial statement grid to display the required information. Alternatively, you can open a favorite view, if applicable.

2. Click the blue arrow next to the database name and select Add to dashboard.

   

3. Select one of these options:

   1. Add the widget to an existing dashboard: Select an existing dashboard, and the specific line in that dashboard, in which to display the widget.

   2. Add the widget to a new dashboard: Select the New option from the list, then enter a name for the dashboard and line. Enter a description, if required.

4. Click Save & Open to see what the widget looks like on the dashboard.

Add a chart or Value card to a dashboard

1. Create the chart or Value card.

2. Click the Add to Dashboard… button in the bottom right of the chart panel.

3. Edit the chart name, if required.

4. Select the dashboard on which you want to add the chart or select New Dashboard and enter a name for that dashboard.

5. Select the line in the dashboard in which you want to display the chart as a widget. If you are creating a new dashboard, enter a name for the line.

6. Select one of these options:

   • Click Add if you want to add the chart to the dashboard and continue working with the grid and chart panel. This option is useful if you want to add other charts.

   • Click Add and Open if you want to add the chart to the dashboard and open the dashboard. This option is useful when you are ready to see what the chart looks like on the dashboard.