BETA · testing phase. Data may be reset without notice — keep your own backups, verify all figures, and use at your own risk. Not a substitute for a licensed accountant.
Training Center

KPI Dashboard

See cash, revenue, AR/AP and margins at a glance. Basic ~2 min

Walkthrough video — coming soon
Follow the steps below in the meantime.
Step-by-step
  1. Open KPI Dashboard.
  2. Review the headline metrics.
  3. Click a tile to drill into the report.
Try it now
Recording script (for video producers) 
TITLE: KPI Dashboard  (target 2 min, Basic)
HOOK (0-5s): "See cash, revenue, AR/AP and margins at a glance."
ON SCREEN: open /erp/kpi
STEP 1 — say: "Open KPI Dashboard."  (show the matching click)
STEP 2 — say: "Review the headline metrics."  (show the matching click)
STEP 3 — say: "Click a tile to drill into the report."  (show the matching click)
CLOSE: "That's it — you can try it now from the button below."