Guide Categories
Business Summary
Get an overview of your business performance and key financial metrics.
Overview
The Business Summary provides a comprehensive dashboard of your company's financial health, showing key performance indicators, recent activity, and important metrics at a glance. This central hub helps you monitor your business performance and make informed decisions.
Note
The summary dashboard updates in real-time as you record transactions, providing current insights into your business performance.
Key Metrics Displayed
Financial Overview
Total revenue, expenses, profit/loss, and cash flow for current period
Account Balances
Current balances for bank accounts, accounts receivable, and payable
Recent Activity
Latest transactions, invoices, and payments processed
Outstanding Items
Overdue invoices, pending payments, and items requiring attention
Quick Actions
The summary page provides quick access to common tasks:
- Create new sales invoices
- Record new payments and receipts
- Add new customers and suppliers
- Access financial reports and statements
- Review and reconcile bank accounts
Performance Indicators
| Metric | Description |
|---|---|
| Revenue Growth | Percentage change from previous period |
| Gross Margin | Profitability after cost of goods sold |
| Cash Position | Available cash and cash equivalents |
| Accounts Receivable | Amount owed by customers |
| Accounts Payable | Amount owed to suppliers |
Customizing Your Dashboard
- Select date ranges for performance comparisons
- Filter data by division or business unit
- Customize which metrics are displayed prominently
- Set up alerts for important thresholds
- Export summary data for external analysis
- Schedule automated summary reports
Pro Tip
Check your business summary regularly to stay informed about your company's financial health and identify trends early.