Creating a new Board
When you first login to Futrli you will see your account is preloaded with a series of template Dashboards (boards) for different types of industries, this is a good place to start as it shows an example of what you could build in Futrli.
Boards have multiple uses. Think of your board as a house to store your custom reports (cards)
If you’re unsure about what you should be reporting on, take a moment to check out our amazing KPI Library - we’ve broken this down per industry for ease of use.
Boards can and should be your live business/action plan. As data flows through every day, from Xero, QuickBooks or whatever cloud accounting software you use, the insights you receive are always up-to-date, even at a glance. So, you’re always ready to take that next step, and plan for the future.
The best insights will come from building your own boards tailored to the KPI's that matter to you.
Your First Board
So, let's get started by adding a new Board and give it a new (catchy) title:
From here, we’ll look to build out what information will be displayed. Let’s start with adding a Snapshot Card which is a brilliant way of at showing you how the business is performing on 5 key metrics in a given period up until today.
To add the card - 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 show you what settings to choose and an example of what you will see.
In this example I have duplicated the card, 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 and select duplicate from the drop down menu.
This snapshot Card presents you with 5 essential 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 overview 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 that can be built in seconds.
There are a bunch of other ways you can get value from a snapshot card, why not have a play with these in your dashboard and see what you can learn about your business.
Next up - Taking a look at cashflow