The Performance area in Futrli is the convenient home to the information key to your organisation.
This guide will look at what you see in the Performance section, and what you can change and add to it.
📌TIP: Use our interactive walkthrough tour of the Performance feature in Futrli.
What's on the Performance area?
What's on the Performance area?
By default, there are the following tabs on this page:
Customers & Suppliers
Cash Flow Dashboard
Balance Sheet Dashboard
Profit & Loss Dashboard
You can add more tabs to this page by adding more dashboards.
Customers & Suppliers
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
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.
Can I edit these pre-built dashboards?
Yes, just click the dashboard when viewing the Performance page, then click Edit in reporting in the top right. You can then edit the dashboard the same way you edit or build a report.
📌TIP: You can also edit a dashboard via your Published reports in the Reporting tab.
Can I create other dashboards?
Yes, the process is similar to how you create a report.
How do I add more dashboards to the Performance page?
After you create a dashboard, simply click Add to Performance dashboard when viewing or editing it.