Dashboard

The Global Dashboard serves as the central hub for managing and monitoring your accounting system. It provides a comprehensive overview of key metrics, quick access to important data, and graphical representations of your financial status. Users can filter the displayed information by agency and month, ensuring a personalized and focused experience.

Key Features

Dashboard Overview: The Dashboard Overview provides a quick summary of your accounting system's key components, offering users a snapshot of critical data.

Quick Information: The Quick Information section displays concise summaries by graphs of key components, helping users stay informed without needing to navigate through multiple sections.

Latest Information:

• This section shows the most recently added agencies in your system.
• Displays the most recent 10 income entries with details.
• Shows the most recent 10 expense entries, including details.

Graphs

The Graphs section visually represents your financial data, making it easier to understand trends and make informed decisions.

Available Graphs:

• Monthly Income/Expense Overview: Displays a comparative analysis of income and expense trends.
• Income/Expense by Accounts Overview: Highlights total trends over the selected month's duration. This graph provides insights into your Monthly Income categorized by account type, such as cash or bank.

Benefits:

• Helps track which accounts contribute most to your income.
• Viewable as a detailed graph on the dashboard.
• Allows you to monitor spending patterns and account utilization.
• Supports informed financial planning by categorizing expenses effectively.

Filtering Options

All dashboard data can be filtered to provide a more focused view based on:

• Agency: Select a specific agency to view relevant data.
• Month: Choose a particular month and year to filter data and graphs.

Use Case Scenarios

• Track Monthly Income and Expenses: View how much income and expense occurred for a specific month, categorized by cash or bank accounts.
• Monitor Latest Activities: Quickly check recent income and expense logs without navigating away from the dashboard.
• Agency-Specific Data: Filter all graphs and logs by agency to analyze its financial health independently.
• Plan Financial Strategies: Use the Income/Expense Overview and account-based categorization to develop effective budgeting strategies.

This Dashboard is designed to provide all necessary accounting insights in one place, ensuring users can efficiently manage and monitor their financial operations.