Overview of the Default Dashboard
Once you log in to your account, you are automatically directed to the Dashboard page.
By default, the dashboard displays:
Total Revenue
Total Expenses
Net Profit or Loss
Cash Balance
Bank Balance
These metrics provide a high-level summary of your financial performance.
Adjust the Time Period
You can change the reporting period displayed on your dashboard.
Available options include:
MTD (Month to Date)
QTD (Quarter to Date)
YTD (Year to Date)
1Y (1 Year)
2Y (2 Years)
Select your preferred time range to update the financial data displayed on the dashboard.
Create a Custom Dashboard
If you would like to personalize your dashboard view:
Click the three-dot (⋯) icon on the Dashboard page
Select Custom Dashboard
You will be redirected to a configuration page where you can:
Specify how you want your dashboard to appear
Define the financial data you would like displayed
After entering your preferences:
Click Submit
Your updated dashboard will load with your customized settings
Important Note
Custom dashboards are designed to display financial insights based on your recorded data.
Please note:
Adam can generate dashboards based on your financial information.
Adam does not correct accounting errors or fix data inaccuracies through the dashboard feature.
If you notice discrepancies or require assistance resolving financial errors, please contact Support for help.