5 steps to success with Futrli : Step 2 – Snapshots
Creating the Dashboard and getting 5 essential insights from a Snapshot card
Written by Hannah Dawson
Creating a new Board
You’ve already got a template Dashboard for your industry (we provide this automatically on sign up), but it’s not powerful until it’s your business that you’re looking at. So, add a new Board and give it a new (catchy) title:
The first set of insights concerns your Revenue
We use Zapier to automatically push invoices that are created in our payment processor, Stripe, straight into our accounting package, so it’s always up to date in Futrli. This is great if you are using an EPOS or external system for invoices, but if you’re creating invoices as you service your customers, you’re up to date already!
The Snapshot is brilliant at showing you how you are performing on 5 key metrics in a given period up until today.
Hit Add Card > Choose the second Card in the list, the Snapshot:
Give the Card a title > “Revenue KPIs up until today” > Choose Monthly > Choose Income
The image below, highlights the settings, the presentation and the detail.
I’ve duplicated the card twice more for illustration purposes, but you don’t need to. But, if you want to duplicate any Card in the future hit the 3 dots in the top right of the card next to the print icon.
This 1 Card presents you with 5 essential, no fuss, insights
When looking at the Card you’ve just built, from left to right:
- Revenue for the current period up until today.
- The forecast for revenue for the month up until today.
- How you are performing against your forecast target.
- How you are performing today in comparison to last month for the same period.
- How you are performing today in comparison to last year for the same period.
These 5 insights allow you to get a great look at how your business is performing over key metrics, at a glance, and to monitor this over time as Futrli pulls data in from your cloud accounting software of choice.
This is a really simple, but hugely insightful, card on your board. Futrli is designed responsively, so it just works on every device meaning you can monitor this on the move, from your office or just about anywhere. There are many permutations that this Card can show you, so when you’ve mastered your first dashboard, have a play with these again.