The homepage is the first thing you see when you access a Futrli organisation.
It provides you with a quick overview of the following:
Last 12 months performance - A visual overview of your organisation's performance in the last 12 months
Current business insights - You can change both the period and dataset that displays by default
Quick links - Shortcut links to recent reports and forecasts
Data connection - Where you can manually refresh the sync with your integrated accounting software
Users lists - Where you can quickly see and manage users with access to your organisation
📌TIP: You can set up receiving this current business insight as a recurring email. For example, to receive this as an email every month.
📌TIP: You can replicate the Last 12 months' performance widget in a report.
View steps
View steps
When you build your own widget, select the bar chart option.
Select Actual data from the Datasets.
Select This month and the prior 11 periods.
In Axis 1, click Choose data.
Expand the Financial data section, then the Financial Statement: Profit & Loss section.
Select Income, Cost of Sales and Expenses.
In Axis 2, click Choose data.
Expand the Financial data section, then the Financial Statement: Balance Sheet section.
Select Bank Accounts.
In the Default Axis 2 settings dropdown, change the graph type.