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Dashboard introduction
Updated over 2 weeks ago

The Dashboard module is a tool for real-time visualization and monitoring of your company's key performance indicators, presented in graphical form.

The displayed data is sourced from the company’s accounting records, various non-accounting indicators, forecasts, and additional data sources such as payroll or external information, like INSEE data.

Depending on your needs and the chosen package, the Dashboard can include a variety of widgets with varying levels of detail, such as:

  • Trend curves: Track the evolution of your revenue or cash flow, with year-over-year comparisons.

  • Indicator charts: Visualize key indicators in different types of charts.

  • Comparison and projection histograms: Compare current data with forecasts and project future results.

  • Detailed tables: Access a comprehensive view of actual values, with details down to specific accounting entries and associated PDF invoices.

  • Future projections: Get an estimate of upcoming activity based on past year figures or a predefined budget forecast.

The Dashboard provides you with a clear, comprehensive view of your business activity, with the ability to easily export your data.

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