Zubifi Documentation

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features:dashboard

Dashboard

The Zubifi dashboard is the first page you see when you log into your company. It is designed to allow you to get a bird's eye view of what is happening in your company from a single page. We've also made it customizable so you can focus on the things that you feel are important to keep watch over.

The dashboard is specific to the active company, which means you can customize it for each company to which you have access. It's quite versatile so we hope you give it a try.

You can customize the dashboard by clicking on the CUSTOMIZE link in the upper right corner of the screen. While customizing you can add and remove items and reorder as you feel appropriate. This way you can see all the information you want to without any clutter. Make sure you click “Save Changes” when you're finished customizing and any changes you made will be applied instantly.

In addition to customizations, when you first create your company you will see several “Startup Tasks” listed at the top of the page. These tasks are there to help you get started using Zubifi. Once you've completed each task it will automatically be removed from the list or you can click the trash icon to remove it manually if you don't intend to complete it right way.

By default the dashboard has following KPIs, Charts, and alerts set to active:

Top Row

  • Year-to-date Net Income Total Amount
  • Open Invoices Total Amount
  • Unpaid Bills Total Amount
  • Year-to-date Total Mileage
  • Net Income Over Time (Chart)

Second Row

  • Net Income Over Time (Chart)
  • Bank Accounts/Credit Cards

Third Row

  • Timesheets (Last 30 Days)
  • Recent Contacts

Fourth Row

  • Income Management: Recently Modified
  • Expense Tracking: Recently Modified

We're always open to ideas so if you have an idea you think could help improve the dashboard please contact us.


Visit our main web site at www.zubifi.com

features/dashboard.txt · Last modified: 2019/09/27 02:37 by admin