The Performance area in Futrli is the convenient home to the information key to your organisation.
By default, there are the following tabs on this page:
Customers & Suppliers
Cash Flow Dashboard
Balance Sheet Dashboard
Profit & Loss Dashboard
Customers & Suppliers
The Customers & Suppliers tab is the initial page you land on when you click Performance.
The information on this page comes from the data source of the accounting software your organisation integrates with (Sage Accounting, QuickBooks Online or Xero). It provides you with a detailed breakdown of the behaviour of your customers and suppliers.
The pre-built Performance dashboards
By default, there are three dashboards available in your Futrli organisation:
Balance Sheet Dashboard
Cash Flow Dashboard
Profit & Loss Dashboard
You can access these from the Performance page, or you can also access them via the Reporting tab under your published reports.
You can also edit or create more Dashboards and add them to the Performance page.
📌TIP: You can also use our interactive walkthrough tour of the Performance feature in Futrli.