The Financial Dashboard uses your company data from General Ledger to display an overview of your business’ financial health. It provides you with a visual representation of data you would normally need to gather from several reports and can help you understand the financial trends of your business over time as well as plan for the future.

The Profit & Loss view (Revenue & Expense for Fund users) illustrates your income (revenue) and expenses over a period of time. It gives you a look at your net profit/loss. The Cash Flow view shows the relationship between cash and liabilities, which can help you make good cash management decisions. The Financial Indicators show at-a-glance how your company is performing compared to the previous year.