Understand the Dashboard Overview

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

Purpose

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

Prerequisites

• 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.

Expected Result

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

Common Mistakes

• Treating dashboard figures as the place to do detailed investigation. Use the linked working pages when you need record-level detail.
• Interpreting loading placeholders as final values.
• Assuming the quick links list is configurable from the dashboard itself. Use it as navigation, not as a setup panel.

Related Articles

• Move between major app areas
• Use global search
• Understand company-aware navigation
• Understand the dashboard at a high level

Info

• App sections: dashboard
• Last validated: 2026-05-01
• Screenshot status: not-started