KPI · reads transaction
Finance dashboard
KPIs + charts combined.
A handful of numbers that matter, large.
Cash at bank
€10,880
After Septembers costs
Owed to us
€5,250
€3,200 of it overdue
We owe
€7,410
€4,100 due this month
Runway
3.2 months
At the current burn
How it works
- 1
Each tile is one aggregate — a count, a sum, an average.
- 2
The comparison against the previous period is computed, not typed.
- 3
Selecting a tile opens the records behind it.
Best for
The top of a dashboard, answering "is this going well".
Not the right choice for
Anything needing more than a glance.
Questions
What data does the Finance dashboard page use?
It reads transaction records the agent has collected. KPIs + charts combined. Nothing has to be imported first — the page appears once there is something to show.
Do I have to build or configure it?
No. You describe what you need in a sentence and the agent chooses the view and fills it. Custom pages exist for the cases no built-in view covers, and those are reviewed before they go live.
When is a kpi the wrong choice?
Anything needing more than a glance. It is best for: the top of a dashboard, answering "is this going well".
Does it stay up to date?
Yes. The page is a view over the data rather than a copy of it, so anything the agent learns afterwards shows up without a rebuild or a re-import.
More in Finance
Budget
Allocations vs spend by category.
Expenses
Line-item costs with totals.
Invoices
Issued/received invoices and status.
Quotes
Estimates and proposals.
Ask for it in a sentence
You do not configure this page. You tell your agent what you need and it builds it from what it has already collected.
Build your agent free