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      • Dashboard

      What the Dashboard is for

      The Dashboard provides a high-level, decision-ready view of your company’s financial performance. It is designed for fast orientation, ongoing monitoring, and sharing results — without navigating detailed reports.

      TL;DR
      A curated snapshot of your most important KPIs, variances, and liquidity metrics.

      How the Dashboard works

      All values on the Dashboard are controlled centrally via the global toggles in the sub-navigation.
      Once selected, all elements update consistently.

      • Period: Year-to-date (YTD) or Last Month (LM)
      • Comparison: vs. Plan or vs. Previous Year (PY)
      • Variance format: Absolute (Δ abs.) or Percentage (Δ %)

      Dashboard overview

      Dashboard overview showing KPI tiles, financials table, revenue chart, and cashflow cards

      Dashboard elements

      Main KPIs

      A compact overview of your most important financial indicators.

      • Default KPIs include Revenue, Contribution Margin, EBITDA, and Cash Flow
      • Variances are highlighted visually (green = positive, red = negative)
      • Tooltips provide calculation details and context

      Financials overview (P&L & Cash Flow)

      A fixed-structure table summarizing key P&L and Cash Flow figures.

      • Derived from the same underlying data as the Financials workspace
      • Optimized for quick comparison and readability
      • Consistent structure across periods and comparisons

      Via the ⋮ menu you can:

      • Change the “in % of” reference
      • Hide unnecessary levels

      Revenue development

      A time-based view of revenue performance.

      • Shows revenue trends over time
      • Supports comparison vs. plan
      • Displayed by Level 2 positions

      Use this view to quickly identify growth phases or slowdowns.

      Cashflow insights

      A focused view on liquidity and cash dynamics.

      Key metrics:

      • Free Cash Flow
      • Cash Flow from Financing
      • Δ Cash & Cash Equivalents
      • Runway

      Runway logic

      • If a plan is selected, runway is calculated based on the planned cash development
      • If no plan is selected, runway is calculated based on the recent average free cash flow

      Cashflow insight cards with runway metric and tooltip chart

      KPI selection & customization

      Admins can customize the Dashboard via the ⋮ menu in the sub-navigation.

      • Add or replace KPIs
      • Select KPIs from:
        • Totals, Subtotals, Level 1, Level 2
        • KPIs defined in the Analysis workspace

      Customization scope
      Changes to the Dashboard configuration apply per company and are visible to all users and guests accessing the company.

      This ensures a consistent, shared view of key metrics across the organization.

      Access & sharing

      The Dashboard can be shared securely via guest access.

      • Guests are invited via Settings
      • Guests have Dashboard-only access
      • No access to Financials, Analysis, or Data

      This enables sharing high-level insights without exposing underlying details.

      Workflow tip

      If you need to adjust KPIs or definitions, go to Analysis.
      Any changes there are reflected automatically in the Dashboard.