FINANCE & ACCOUNTING
Create a real-time financial dashboard
Because finance data lives on the same data layer as operations, a dashboard can show live cash, revenue and cost without nightly exports. This article shows how to build one.
Pick your metrics
Start with a small set that drives decisions — cash position, revenue vs plan, gross margin, overdue receivables. A focused dashboard is used; a crowded one is ignored.
Build the dashboard
- Go to BI → Dashboards and create a new dashboard.
- Add cards bound to live finance datasets.
- Choose the period and comparison (vs last period / vs plan).
- Arrange cards and save.
Share & control access
Share the dashboard by role so each viewer sees only the data their permissions allow. The same RBAC that governs the ledger governs the dashboard.
Keep it live
Because it reads from the single data layer, the dashboard updates as transactions are posted — there is no export or refresh job to schedule.
TIP
Bind cards to live datasets, not exported snapshots, so the dashboard never shows stale numbers.
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