Track your goals with customizable dashboards. Filter by date, period, and scenario. Click any KPI to drill down to the metric detail and see how it's calculated.
Dashboard Views
- Account Dashboard: Overview of all your key KPIs
- Category Dashboard: KPIs specific to each category
- Color-coded achievement status (green/yellow/red)
- Updates dynamically based on selected scenario
Filtering & Controls
- Switch scenarios via dropdown (Best/Base/Worst)
- Select date and period (Month/YTD) from top menu
- All KPIs update instantly when filters change
- Compare performance across different time frames
Customization
- Add KPIs and metrics to your dashboard
- Remove elements you don't need to track
- Drag and drop to reorder elements
- Organize with most critical metrics at the top
Drill-Down & Detail
- Click any dashboard card to see metric details
- View formula structure and calculation path
- Trace KPIs back to source metrics
- See historical performance and trends
Achievement Tracking
- Green: On track (90%+ of target)
- Yellow: At risk (80-90% of target)
- Red: Off track (below 80% of target)
- Thresholds are configurable per metric
User Access
- Admin users can manage all dashboards
- Standard users can view and customize their view
- Account-level access control
- Shared visibility across team members
See it in your own numbers
Build a live dashboard around the KPIs that actually run your business.
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