Understand the Dashboard Overview

Use the dashboard to get a quick summary of recent activity and jump into common workflows.

Dashboard overview in Demo Company showing 30-day KPI cards, charts, and quick links

When To Use This

Use the dashboard when you want a high-level view of recent activity before drilling into detailed accounting pages.

Before You Start

  • You have an active company selected.
  • The dashboard is available from the sidebar.

Steps

  1. Select Dashboard in the General section of the sidebar.
  2. Review the top KPI cards for the current 30-day snapshot:
  • Income (30d)
  • Expenses (30d)
  • Profit (30d)
  • Ledger Lines (30d)
  1. Review the chart panels:
  • Cash Movement (30d)
  • Expenses by Category (30d)
  1. Use the Quick Links card when you want to jump directly into one of the linked workflows.
  2. If the dashboard is still loading, wait for the summary cards and charts to populate before using the numbers operationally.

What Happens Next

You can read the dashboard as a summary page and use it as a launch point into deeper workflows.

If Something Looks Wrong

What You See What To Check What To Do Next
Two similar workflows or fields are easy to mix up Treating dashboard figures as the place to do detailed investigation Use the linked working pages when you need record-level detail
The result does not match what you expected Interpreting loading placeholders as final values Review the visible state and use the related workflow before continuing
The result looks ready, but a key check is unresolved Assuming the quick links list is configurable from the dashboard itself Use it as navigation, not as a setup panel