The Financial Dashboard shows a location’s financial standing across specific timeframes, daily, weekly, monthly, by period, or annually, compared to the same timeframe in a selected prior year, without needing to run separate reports.
Financial Dashboards can be built for any user by updating their report role to include one or more dashboard widgets. Users can customize and rearrange their dashboards as needed, as well as create saved views.
On this page, users can:
Adjust the date settings
Create and save dashboard views
Users who are not given access to dashboard widgets will not be able to access the dashboard.
The Financial Dashboard is available when Custom Financial Reports is enabled. If Custom Financial Reports is not enabled, contact your Sales Representative to learn more about this add-on feature.
Security
Users are granted access to viewing the Financial Dashboard as part of their report roles.
A user's P&L Cutoff selection will have an effect on the data displayed in each assigned widget. Learn more about the P&L Cutoff setting.
Users can only gain access to the Financial Dashboard by having their report role updated to include Financial Dashboard widgets.
Navigation
Navigation Menu
Select Home from the left navigation rail.
Select Financial dashboard.
Search
Navigate to pages with the R365 global search bar:
Enter all or part of the page name in the R365 global search bar.
Select the page from the results list.
Only enabled pages can be searched for. If the desired page is not enabled, contact your CSM for assistance.
Financial Dashboard: Dashboard Widgets
Financial Dashboard widgets present the financial health of all locations. Learn more about the widgets that make up the Financial Dashboard.
Financial Dashboard: Date Settings
The Financial Dashboard includes two date settings for filtering financial data. Learn more about date settings.
Financial Dashboard: Customize the Dashboard
Once a user has access to the Financial Dashboard, they can customize their dashboard by rearranging its widgets. Learn how to customize the Financial Dashboard.
Financial Dashboard: Saved Views
Users can create multiple saved views of the Financial Dashboard. Learn how to create saved views.