Explore the Financial Reporting License: Basic use and customization of ready-made dashboards

We wanted to make using StatBun as easy as possible, so we created four pre-built dashboards of your company's most important financial key figures.These dashboards are generated automatically after the integration, regardless of the license, allowing you to explore your company's financial situation, sales development, and cost structure without lengthy onboarding projects.

Are you ready to dive into the instructions? Let’s hop in!

Financial Reporting License

If you have chosen the financial reporting license, StatBun will automatically create an overview, an income statement, a balance sheet and cash flow statement for you, regardless of your license level.

Overview

The overview provides a clear picture of your company’s financial situation. It displays turnover, operating profit, and cash flow. Monthly and cumulative turnover data help you track sales development. The overview also clearly presents business expenses, helping you identify potential areas for savings.

Income Statement

The income statement clearly shows your company's performance. It presents turnover, EBITDA, operating costs and operating profit development in real time. Expenses are clearly categorized, allowing you to track them over time and identify seasonal variations.

Balance Sheet

The balance sheet contains clear information about assets and liabilities, including cash and bank receivables. You can visually track the development of your balance sheet through a line chart and delve into the details by examining individual accounts.

Editing Dashboards

1. Editing Ready-Made Dashboards

All dashboards are standardized, but you can easily modify the content. You can remove and replace existing content or add new widgets.

Instructions:

1. Select the dashboard you want and the desired widget.
2. Click the three dots at the top of the widget.
3. Click the "Edit" button.
4. An editor will open, allowing you to modify the style, data source, title, and information for the horizontal and vertical axes.
5. Remove or change the content as needed.

2. Drilling Down into Numbers

By hovering your mouse over the graphs, you can take a closer look at the numbers. If you want to drill down into a specific number, right-click on it.

Instructions:

1. Hover your mouse over the desired number.
2. Right-click on it.
3. Click the "Drill Down" button.

3. Tracking Development

Easily track development across different dashboards using arrows. A green arrow pointing upward indicates growth, while an orange arrow pointing downward signifies negative development.

4. Adding Widgets

You can add new widgets to your dashboard in several ways: using AI, copying an existing widget, selecting a ready-made template from the library, importing from a file, or using the studio.

Instructions:

1. Select the dashboard where you want to add a new widget.
2. Click the "Widget" button at the top of the dashboard.
3. Choose the method of addition.

 

You can find more detailed instructions for adding widgets in the following guides:

• Adding a widget to a dashboard
• Creating a widget with AI (by typing or by speaking)
• Adding a widget by copying
• Adding a widget from the library
• Adding a widget from a file

 

5. Renaming Widgets

You can rename the standard dashboards and modify them to meet your needs, for example, by making them role-based, allowing you to invite your entire stakeholder network to view the information relevant to them about your company.

Instructions:

1. Click on the dashboard menu located at the top left of the page.
2. Select the dashboard you want to rename.
3. Click the three dots next to the selected dashboard.
4. Enter a new name, such as "Board Dashboard" or "CEO Dashboard."

Thank you for exploring the ready-made dashboards of the financial reporting license with us! Now it’s time to boldly dive into the features of the platform to discover the best practices for you. We are here to support you throughout the journey.

Enjoy your time with StatBun!