The Dashboard provides real-time insights into your key performance indicators with clear charts and visuals to easily understand where your business is at any given moment.
To understand your metrics, review our Glossary for definitions and best practices.
Set your dashboard view to Monthly, Quarterly, or Annual for an in-depth analysis of your KPIs by using the date picker:
To expand the charts on your dashboard click on the title of each chart.
Then, hover over the chart to view additional details, as shown below:
Finmark automatically generates your Profit & Loss Summary and Cash Flow Summary. With an accounting integration, Finmark will populate your Balance Sheet and Vendor Spending Report.