A Quick Snapshot

The Dashboard is designed to bring fundamental information to a single touchpoint. It includes the key figures from each section, with graphs you can toggle on and off for a little more detail. It’s designed to work for you, add or remove boards or graphs as you need them. Then when a client calls, you can get a quick snapshot of their financial position, without having to dig through their files.

Each board has a link to the section the information is drawn from. So when you need to update figures, you can jump straight in – it’s simple and fast.