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Dashboard ​

Your real-time financial overview: health, KPI monitors, org status, and integration state.

Where: /home — your real-time financial overview.

What's on it ​

  • Financial Health card — overall status at a glance.
  • KPI Monitor — active insights with current values, period-over-period change, and alert badges (red = breached, yellow = warning).
  • My Organizations — accounting framework, chart-of-accounts status (with a "needs attention" count), fiscal year, and reporting currency. Manage opens Settings → Organization.
  • Integration Status — connection/last-sync state for each ERP and bank; Connect buttons where not yet linked.

Using it ​

  • Change period: Use the period selector to pick a date range and comparison period.
  • Open a KPI: Click a KPI card to see its full monitor, or Open Insights for the full Insights page.
  • Alerts: Click a red/yellow badge to see what breached and why.
  • Customize layout: Click the settings/edit icon → Hide section on any panel; restore via Show in the Hidden Sections area; click Done to exit edit mode.