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Dashboard

Your Fiskl Dashboard is your business command center. It provides real-time visibility into your financial performance, outstanding invoices, expenses, and banking activity across all your connected accounts.

Why Use the Dashboard​

The Dashboard centralizes your most important business data in one place. Instead of navigating through multiple sections to check your status, you can see everything at a glance and take immediate action.

Key benefits:

  • Monitor revenue, expenses, and cash flow in real-time
  • Track overdue invoices and outstanding payments
  • View recent transactions across all connected banks
  • Access frequently used features with Quick Actions
  • Customize sections to match your workflow

Key Concepts​

Understanding these elements helps you get the most from your Dashboard:

  • Widgets: Individual sections displaying specific metrics or data (e.g., Revenue Chart, Recent Invoices)
  • Quick Actions: Shortcuts to common tasks like creating invoices or recording expenses
  • Base Currency: The primary currency your Dashboard uses for reporting and calculations
  • Time Period Filters: Controls that adjust date ranges for metrics and charts
  • Widget Visibility: Your ability to show or hide specific Dashboard sections

How It Works​

The Dashboard automatically updates as you work in Fiskl. When you create an invoice, record an expense, or sync your bank accounts, the relevant widgets refresh to reflect the new data.

  1. Real-Time Updates: Metrics update immediately when you complete transactions
  2. Customizable Layout: Show only the widgets relevant to your business and role
  3. Quick Access: Navigate to detailed views by selecting any widget or metric
  4. Role-Based Display: The Dashboard adapts based on your user permissions

Default Dashboard Sections​

Your Dashboard displays different sections depending on your permissions:

For Full Account Access:

  • Key Metrics (Revenue, Expenses, Profit, Cash Balance)
  • Cashflow Chart
  • Financial Ratios
  • Invoicing Summary
  • AR Aging (Accounts Receivable)
  • AP Aging (Accounts Payable)
  • Banking Activity
  • Time Tracking Summary
  • Mileage Summary

For Billing & Invoicing Access:

  • Invoicing Summary
  • Time Tracking Summary
  • Mileage Summary

For Limited Access:

  • Time Tracking Summary
  • Mileage Summary
tip

You can customize which sections appear and their order. See Customizing Your Dashboard to personalize your view.

Getting Started​

After logging in, you land directly on your Dashboard. From here:

  1. Review your key metrics in the top section
  2. Check for urgent items like overdue invoices highlighted in red
  3. Use Quick Actions in the top-right to create new records
  4. Select any widget to view detailed information

Available Guides​