Keeping it Real with Dashboards in The Financial Edge™ MARY AQUINO

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Agenda

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• Identify the purpose and use of Dashboards• Evaluate examples of Dashboards• Create a Financial Edge™ Dashboard

Overview

Graphical View of Accounting Data

Snapshot of important performance indicators

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Page Features

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Page Panel

Pages

Page Features

• User-specific • Other users can copy• Can be added as Home Page favorites

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Panel Features

• Panel-specific properties• Can be printed, emailed, and copied

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Panel Data

Copy to Excel®

Drill down into Records, Transactions, and Source Documents

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The Financial Edge Dashboard: Financial Statements

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Adding A Dashboard

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Practice

• Add two or more panels to the Financial Statement dashboards.

• Copy one panel’s data and paste it in Excel.

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Steps to Add A Dashboard

1 On the navigation bar, click Dashboard.

2 Click New.

3 Enter a name to easily identify the dashboard.

4 In the Available Panels box, click a panel and then click Add. Repeat for each panel that you want on the dashboard page.

5 Use the arrow buttons to arrange the panels in the order that you want them to display.

6 In the Selected Panels box, click a panel and click Edit to set the panel properties.

7 Use the available options to define the information that displays in the panel.

8 Click OK to save the panel.

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The Financial Edge PanelsAccounts Payable Track aging information based on your organization’s aging periods, rank vendors based on balances,

display invoices due, and open purchase orders.

Accounts Receivable

Track aging information based on your organization’s aging periods, rank clients based on activity, and display analyses of revenue, collections, service, sales, and cash receipts.

Fixed Assets Track projections of depreciation and book value, provide a list of asset acquisitions, and rank assets based on values you select.

General Ledger Track general ledger activity within your organization. View summaries of income statement and balance sheet information, accounts that are over budget, percentages of expenses and revenues, and cash flows. Track revenue and expenses for selected projects and a project’s percentage of an allocation pool.

Cash Receipts Provides a Cash Receipts Analysis panel which displays cash receipts for selected categories. This panel is shared with Accounts Receivable.

Payroll Panels provide high-level measurement and statistical information about your employees and employee payments.

Student Billing Track aging information based on your organization’s aging periods, rank payers based on activity, and display analyses of revenue, collections, service, sales, and cash receipts.

Shared Panels Panels shared among programs can provide a ranking of users based on their activity.

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Query in a Dashboard

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Summary

• Identify the purpose and use of Dashboards• Dashboard pages summarize information in panels

• Evaluate examples of Dashboards• The sample database includes examples for each module

• Create a Financial Edge Dashboard• Mix and match panels from any module or record type

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Training and Certification

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Don’t forget to complete a session survey! Each completed survey enters you into a drawing to win a complimentary registration to bbcon 2015 in Austin, Texas*. 

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Did this session leave you feeling electrified?

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