Weâre excited to introduce a powerful new addition to your dashboard: profitability graphs. Dashboards already empower you to visualize a ton of insights, from KPIs to cash flow and customer trends, and now, you can complete the picture of your business with profitability metrics. This new feature helps you to quickly understand where your business is thriving and where thereâs room for improvement. With everything in one place, itâs easier than ever to make informed decisions and stay focused on sustainable growth.
Let's take a look at what this means.
What's new đ§
When building out your dashboard, you can now add cards including metrics from the Profitability sub-tab under Visualize. Profitability is one of our most popular features under Visualize, so adding it to the Dashboard makes perfect sense.
What metrics can you include? đĄ
Income and Expenses
Income
Expenses
Profit and Loss
Top Sales Accounts
Top Cost of Sales Accounts
Top Other Income Accounts
Top Expense Accounts
These metrics paint the picture of your profitability - from the largest drivers of revenue to the biggest expenses, helping you to make data-driven decisions to improve your performance.
Uncover deeper insights đ
Once you've selected a metric to add to your card, you'll have the option to click on a bar or point within the graph to drill down into the underlying details. And there are layers of drill-down functionality for you to uncover!
For example, if you are viewing your dashboard from a monthly perspective over six months and you select the bar that represents a specific month, you can zoom into the daily transactions that led to that monthly result. And, if you click on the bar representing a particular day, you will open a table that shows the individual transactions for that day.
This means that you can see exactly what transactions have led to the outcomes represented on the graph - on a monthly and daily view.
Note đ: If you are already viewing your dashboard from the daily perspective, you will not be able to drill down further.
Closing thoughts đ
With profitability graphs now available on your dashboard, itâs easier than ever to get a clear, detailed view of your businessâs bottom line. From high-level trends to transaction-level insights, you have the tools to make smarter, faster decisionsâall in one place. Start exploring the new metrics today and see the story behind your numbers come to life.