What this does
Gives you a single-page overview of your most important financial metrics. You can see revenue, total expenses, profit margin, and current cash position, with trends compared to the previous period.
When to use it
Check the KPI dashboard regularly to stay on top of business performance without running individual reports.
Step by step
- Go to Reports and select KPI Dashboard
- Set the Period you want to review
- View the Revenue card showing total income for the period
- View the Expenses card showing total outgoings
- Check the Profit Margin percentage and trend arrow
- Review the Cash Position card for your current bank balance
- Compare the trend indicators to see whether each metric improved or declined
- Click any card to open the detailed report behind that metric