Dashboards & Charts

This section of the user guide is dedicated to familiarizing you with all that the dashboards tab has to offer!

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Dashboards allow you to keep track of certain drivers, metrics, and accounts in a more user-friendly and visual way than you are typically used to. Each dashboard is unique to the user, and depending on your permissions - only those above you in your organization hierarchy will be able to see this data.

Let’s take a look at some of the features!

Figure 1.0

1. The variable dashboards will reflect the financial data as found in your current scenario. When you change scenarios, your dashboard data will change with it.

2. Switch quickly between custom-built dashboards using this dropdown menu

Figure 1.1

1. You can compare the data of two scenarios by clicking this dropdown and selecting the other point of reference.

Figure 1.2

1. You can change the date range for displayed data using this tool.

Let’s shift our focus to populating your dashboard with information you would like to see!