Your Fincial Dashboard
Clean & Informative
Customise your dashboard to get quick access to the data that matters most to you.
Fincial also provides the ability to create multiple dashboards. Utilising multiple dashboards enables you to segment the picture you create with enhanced clarity.
Widgets
Fincial has numerous widgets available to quickly build your dashboard. Just click ‘Add Widget’ in the top right of your screen.
- Add as many widgets as you like
- Filter by Company
- Analyse by department and project tag
Get the most important questions answered straight away
Add widgets that give you an instant overview
Pick the KPI’s that matter most to you and place them on your dashboard so you always get the answers you want first.
Build different views with multiple windows
Use windows to keep your widgets organised and make it easy to seperate your data for quick comprehsion.
Easily edit or configure new widgets
With just a few clicks you can change a create new widgets. Want to see a bar chart instead of a pie chart? No problem, just click edit.
Available Widgets
Here are some examples of how the widgets can be currently configured.
Income Vs Expenses
Analyse your income vs expenses at a glance.
Top Expences
See your top expenses and how they compare with each other.
Analysis by Department
Analyse any department and visualise its performance
Bank List
Review your account activity and see how your account is performing.
Account Watch
View a concise report on selected accounts
Receivables
Monitor progress on any receivables you are expected to collect.
Payables
Monitor progress on any payments that are due.
Current VAT Liability
Quickly assess you current VAT liability position.
Top 5 Customers
Get a quick overview of your top 5 most valuable customers
New Customers
See how many new customers you have attained over a selected period.
New Suppliers
See how many new suppliers you are using over a selected period.
Age by Debtors
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Age by Creditors
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More to come
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Why Choose Us
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