Understand the Dashboard Overview

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

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)
3. Review the chart panels:
   • Cash Movement (30d)
   • Expenses by Category (30d)
4. Use the Quick Links card when you want to jump directly into one of the linked pages.
5. If the dashboard is still loading, wait for the summary cards and charts to populate before using the numbers operationally.

What happens next

Use the dashboard as a summary and a starting point for more detailed pages.

If something looks wrong

Related

• Move between major app areas
• Use global search
• Understand company-aware navigation