Dashboard for practitioner

Modified on Mon, 10 Oct, 2022 at 4:47 PM

The Dashboard application is a tool to present and follow up the key indicators of your companies in real time, with charts that can be personalized according to your needs and those of your clients.


Easy to configure and multi-source of data, Dashboard allows you to visualize the accounting data of your files, to integrate various variables and indicators, to set up forecasts, to get an overview for a complete analysis of the performance of your clients.


Depending on your needs and the level of detail, your dashboard will contain a whole set of more or less detailed and complex widgets such as:

  • curves of changes in turnover or cash flow, with comparisons with previous years
  • graphs representing indicators
  • comparison and projection histograms
  • or tables allowing you to consult all the values carried out, with levels up to the detailed accounting entry and the associated PDF invoices.


All the widgets, variables and dashboards that you are going to create can be added to your collection in order to easily share them between your folders.

see the article : "Templates and catalogs"

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