Group dashboards

 

With a group license you can can create different Dashboards. Each Dashboard can have its own  purpose in terms of reporting, and you can create and name as many as you like.


Select Dashboard in the menu on the left and Settings to edit, delete or create new Dashboards. On the Dashboards you can insert charts, comments and tables with the KPIs that are important to you.

Group charts

You can learn more about setting up and designing charts for your group dashboards here. You can create charts that contain data at group level as well as at individual company level. For example, it is often interesting to show the cash flow development for the individual companies or a line chart of the total group liquidity.

Comments on dashboards

In the reports it can sometimes be necessary to add a comment or explanation. By clicking on the dashboard name you can activate a text field. If you need longer explanations, however, it may be a good idea to create a dashboard just for the text field itself.

Dashboard line tables

As with the  dashboards in the subsidiaries, special reports can also be made at group level, where you can define the contents of the table on the dashboards. You can learn more about how the dashboard lines are made here. For example, you can build a cash flow statement for the group, a condensed board report with only the main figures for the group, or a report comparing KPIs from the subsidiaries.

The dashboards provide a great opportunity to make additional reports. It is your opportunity to show your business partners and colleagues which direction the group is moving in and the historical development of the financial situation. If you are able to pick out the right accounts, you will increase the likelihood of your recipient understanding the situation better and being better equipped to help you achieve the goals you have set in your business.

 

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