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What are dashboards

How dashboards help you track and view your organisation's financial performance in Futrli.

Written by Futrli Support

Dashboards give you a visual overview of your organisation's financial performance.

Futrli includes three pre-built dashboards:

  • Balance sheet

  • Cash flow

  • Profit and loss


View a dashboard

Open Dashboards to access your dashboards.

  • Use Performance dashboards to view the dashboards you make live for your organisation

  • Use Dashboards list to view and manage your dashboards


Edit a dashboard

You can edit your dashboards to change the information they display.


Differences between a dashboard and report

Dashboards give you a visual way to track financial performance in Futrli.

Reports let you present financial information in a format that you can download, export, email, or schedule.

To export a dashboard, convert it into a report first.

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