Dashboards

Dashboards are dynamic reports that you can create and edit as much as you like.

Dashboards consist of the elements Charts, Comment Fields and a Table. You select the charts you want at the top of the dahsboard, and in the tabel you can define individual lines. Perhaps you need a special report for the management team or a Cash Flow Report.

Dimensions on Dashboards

If you work with Dimensions you may select dimension values directly on the dashboard. Use the drop down-list just to the right of the orange button [Create diagram].

Tie dashboard lines to dimension values

You may tie the contents of a dashboard line to a particular dimension or combination of dimensions. When tying dashboard line to specific dimension, you can easily make comparisons and calculations across dimensions.

E.g. you can present the total turnover of three different dimensions in separate lines, while total expenses are represented as a sum covering the entire business.

Once a dashboard line is tied to one or more dimensionvalues, it becomes independent and does not respond to the choices you make in the dimension value selector at the top of the page.

Dashboard and Management Report are default reports

budget123 will always contain at least two reports in Dashboards - the dashboard itself with predefined charts that you can edit, and a management report with your most important KPIs. The management report is automatically generated when you configure budget123, but of course, you can edit it any time.

When you design KPIs for use on your dashboards, you need to know the formulas.
View KPI examples here

How to create Dashboards

When creating a new dashboard, start by entering the name of the report and structure the KPIs in different groups for a clearer overview. Either click on a line in the table, or go to Dashboard settings to create new dashboards, new groups and new lines in the table.

The order of the lines and groups can be easily sorted by dragging the arrows with your mouse.

Charts

In budget123 you can create and display as many charts as you need. You can view them on your dashboard, and this is also where you create, select, move and edit charts.

When a chart has been created, you will always be able to find it in the drop-down list on your various dashboards, and the same chart can easily be used in many dashboards simultaneously.

You can create bar, line, pie and speedometer charts.

Creating or selecting charts

When you are on a dashboard, you can either choose to create new charts, or you can select which ones should be displayed from the list. You can do this by using the orange [+ Create chart] button or the drop down list a little further on to the right.

You can include as many charts as you like. The layout (two, three or more charts) depends on how wide your screen is. The charts are placed in a row from left to right and will move to the next row according to the width of your screen.

How to edit charts

If you move the cursor over one of your charts you will see a number of editing options. For a different location, drag the chart using the icon with the four arrows. Open the drop-down list to change the chart's appearance, e.g. from lines to bars, or click on the link [Edit chart] to completely transform the layout, e.g. changing the colours, the data series, or the view.

When you edit a chart, you can select whether the chart’s legend should appear. The legend defines what each of the bars or curve lines show.

Speedometer chart

The speedometer graph quickly shows you the parts of your business that need a little extra attention.

Use it to monitor your KPIs and as an early warning signal.

You know the colour codes from traffic lights and so does everyone else! This makes it easy to communicate the state of your company's finances.

How to create a speedometer chart

To create a speedometer chart select "Accounts (speedometer)" in the chart creator. Here you can also adjust the colour code ranges, i.e. the tolerance levels for deviations.

Changing the chart colours

It is easy to change the colour of your charts. Just click [Edit chart] in the top right corner of the chart.

Now click on the colour fields and you will see a palette from which you can select the required colour. Use the tonal adjuster on the right to make the colour darker or lighter.

budget123 also allows you to enter a specific color code. This means that you can match an exact design profile and create persuasive presentations, e.g. to the board or the bank.

When you specify that a particular account must use a particular colour, budget123 will remember this, and the same colour will be applied to all the charts representing this account.