Now you have Reporting set up, you can set up a Dashboard in a few minutes.
Go to Dashboard in the left menu and select Add dashboard on the right. Provide a name and press Save. In the overview, use the pencil-icon to determine who can access the Dashboard.
Select the Dashboard, and start creating charts by the plus-icon (+) top right. You can choose between Bar charts, Waterfall charts, Text tiles and Big number tiles. Walk through the chart creation forms in the side panel and press Save to add them to the Dashboard. You can resize the chart to your liking on the dashboard.
For example, add a Chart (periodic) while selecting Current year on Horizontal axis and Stack bar charts in the General section. Use Add series below to create 5 separate bar elements, while populating each Mapping selection with an Operational Expenses item. You can Invert values to show costs as positives. This will create the chart below.
💡 Find all details on managing Dashboards and Charts here.
👉 Other bonus steps:
Or go back to the overview
