Accounting insights
Use the accounting performance dashboard
Use the performance dashboard for a fast financial check before you open detailed reports.
Use Performance when you want a fast financial overview before you dig into reports.
The dashboard should help you decide what needs follow-up next, not replace the deeper accounting pages.
Quick facts
Start here
- Performance dashboards are best for early signals, not final audit work.
- Large swings should push you into the supporting report, not end the review.
- The dashboard is most useful when checked on a regular rhythm.
Step 1: Scan the overview first
Open Performance and look for the charts, totals, or variances that stand out.
Use the overview to decide which number needs the next question.
Step 2: Move into the deeper report when something looks off
- Use the dashboard to pick the next investigation, not to finish the whole review.
- Follow unusual numbers into the related report while the question is still clear.