Article from
New Tiles for the Business Dashboard on Finances and Forecast
About two weeks ago, we delivered the configurable dashboard to you. Now there are new tiles for expense budgets, upcoming transfers, and monthly lead volume.
English image not yet available...
Transfers, Expense Budgets, Forecast for New Business
Expenses to be Transferred
The new tile displays the sum of expenses still to be transferred (approved Personal expenses reports and recorded incoming invoices).
Remaining Expense Budgets
Have you already planned your budgets for 2024? For a quick overview, you can now display the available remaining budget directly on the dashboard! The four pots with the largest volume are displayed, and all other budgets are summarized under "Other".
Monthly Lead Volume
The presentation of the monthly forecast for lead volume can now also be added to the central dashboard if required.
Generally Optimized Presentations
In addition to new tiles, we have also optimized the display in edge cases, for example, when no data is available or all pending tasks – open vacation requests, expenses to be transferred – have been completed. Moreover, irrelevant tiles from past years are visually reset in retrospect, so that important comparative values come into focus.