The dashboard is a favorite standard feature of Exact Online, offering a quick overview of all of your key business data as well as short cuts to new entries. And you probably already know that it uses web parts that display various summaries and links to key information. But did you know you can organize your dashboard so you always see the numbers and notes you use the most?
You could choose to display your To Do’s with your top 5 customers by revenue and the latest report from your accountant. In addition, you have the option to make the facts and figures look a little more snazzy: turn a standard bar graph into a pie chart, for example.
You can also lay out your dashboard the way you want it. Place revenue figures on the right. Or maybe the left. It’s up to you. Web parts can be added, modified or deleted. To add a web part, simply click the ‘+’ on the right of the zone you want to add it to. If you change your mind, just drag and drop it to a new part of the screen. Want to show 10 web parts instead of 6? No problem. Just click on ‘My dashboard’ > ‘Tools> ‘Customize’.
Extra Tip: The ‘Reports’ web part allows you to display reports created by your accountant. This is only possible when you have linked to your accountant in ‘My account data’.
Stay tuned for more tips and tricks when using Exact Online!