When you create your Futrli account first, there are three Dashboards created by default and available under both the Reporting and Performance tabs.
You can customise those dashboards or create additional ones.
There are different ways to create a Dashboard and you can build it like a report.
Once you’re happy, you can publish it and add it to the Performance board.
Step 1 - Create a Dashboard
You have different methods available to create a dashboard.
Create from scratch
Create from scratch
Click the Reporting tab.
In the Create from section, click Scratch, then click the dashboard.
Create from a template
Create from a template
Alternatively, you can also use one of Futrli's three pre-built dashboard templates, and customise it.
Step 2 - Customise your Dashboard
You can create your dashboard the same way you build a report.
Add title, text, images and widgets
Present your data with custom graphs, pie charts or tables
Pull your data from your P&L, Balance sheet
Add predictions and use formulas.
Step 3 - Add to the performance area
If you want the dashboard to appear on your Performance page, make sure to publish it and click "Add to Performance area".
For more details, visit our guide on how to add a dashboard to the Performance tab.