Use the Finance Home dashboard

Create a starting view for recurring finance review with KPIs, charts, data grids, and links to supporting detail.

Use the Finance Home dashboard

The Finance Home dashboard brings recurring metrics and review signals into one starting view. Use it to identify what needs attention, then continue into the relevant statement, drilldown, or transaction view with the surrounding context intact.

Choose what belongs on the dashboard

Start with the default widgets, then shape the dashboard around the questions your team reviews repeatedly.

Widget type	Suitable uses
KPI card	Revenue, EBITDA, net income, cash position, or another headline metric.
Chart	Trends such as revenue growth, cost ratios, or working-capital movement.
Grid	Top accounts by variance, entity summaries, period comparisons, or other slices.
Review	Items that require follow-up or correction.

Prefer a small set of decision-relevant widgets over reproducing every available report. A dashboard is most useful when each signal has an obvious next action.

Configure a recurring review

For each widget, decide:

• which metric or data slice it should represent;
• the entity or group scope;
• the period or trend range;
• any dimension filter;
• how a reviewer should investigate an unexpected result.

Place the most important or time-sensitive signals first. Keep related indicators close together, such as revenue beside its comparison trend or a cash KPI beside working-capital movement.

Checkpoint: Each widget answers a recurring finance question and opens a useful detail view when further investigation is required.

Move from signal to detail

Open a widget to continue into its related drilldown, statement, or transaction view. The period and scope context can carry into the destination so you do not need to reconstruct the original view.

When a KPI changes unexpectedly:

1. Confirm the dashboard’s period and scope.
2. Open the related statement or grid.
3. Compare the value with the relevant prior period.
4. Drill into the accounts and transactions responsible for the movement.
5. Check data freshness if the supporting records do not reflect the source system.

Keep the dashboard trustworthy

• Review widgets after changing statement structures or mappings.
• Confirm that recurring grids still use the intended scope and dimensions.
• Remove widgets that no longer lead to a decision or action.
• Reconcile material KPI changes through statements and transactions rather than treating the dashboard as the final evidence.

Related content

• Build and review financial statements
• Investigate transactions
• Keep transaction data current