Primary Dashboards

Finance Dashboard Overview The Finance Dashboard gives you a real-time view of your company's financial health. It's designed to help you monitor cash flow, track expenses, and identify trends at a glance. Accessing the Finance Dashboard Navigate ...

SaaS Dashboard Overview The SaaS Dashboard tracks the metrics that matter most for subscription businesses. Monitor recurring revenue, customer lifetime value, retention, and growth trends all in one place. Accessing the SaaS Dashboard Navigate to...

Revenue Dashboard Overview The Revenue Dashboard breaks down your revenue by source—subscriptions, onboarding fees, professional services, usage, affiliates, and partnerships. See which revenue streams are growing, which are declining, and where t...