If you’ve never worked with Dashboards before, you might be wondering – what is a dashboard and why do I need one? In this course, we will investigate dashboards as a concept and a reality - showing how to use this tool to take your business to the next level.
What you’ll learn
After you've completed this lesson, you'll be able to:
- Create dashboards
- Use the different templates
- Drill down into the details
- Share dashboards with stakeholders and members of your team
The Dashboard is a feature of Analytics powered by Syft that includes interactive widgets showing the financial health of your business. You can use different templates and customise your dashboard according to your needs.
What you need to know
If you have advisor or standard + reports access, you will be able to use dashboards in Analytics powered by Syft. When you customise a dashboard, the change is visible to anyone who can view it.
Dashboards are made up of interactive widgets that use various definitions and formulas to show your financial data.
Your organisation can have a maximum of five dashboards.