Let's start your journey into the world of financial reporting! In this guide, we will look at the financial reporting license and the ready-made dashboards created by StatBun. These dashboards are generated automatically after the integration, no matter what license level you have.
The goal is for you to learn how to use these pre-built dashboards effortlessly, customize the dashboards, drill down into the numbers, add new widgets, and edit the names of the views.
What are ready-made dashboards?We wanted to make using StatBun as easy as possible, so we created three 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, and a balance sheet 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:
- Select the dashboard you want and the desired widget.
- Click the three dots at the top of the widget.
- Click the "Edit" button.
- An editor will open, allowing you to modify the style, data source, title, and information for the horizontal and vertical axes.
- 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:
- Hover your mouse over the desired number.
- Right-click on it.
- 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:
- Select the dashboard where you want to add a new widget.
- Click the "Widget" button at the top of the dashboard.
- Choose the method of addition.
Using AI:
- Select "By Typing" or "By Speaking."
- Enter the desired data by either typing or speaking the following: 1. Measurable item. 2. Time period. 3. Year. 4. Graph visualization style. (For example, "Monthly Revenue 2024 bar chart.")
- Press the "Enter" key.
- The widget will appear at the bottom of your dashboard.
- Edit as needed.
Copying an Existing Widget:
- Select "By Copying."
- Click the "Create Copy" button next to the selected widget.
- The copied widget will appear at the bottom of your dashboard.
- Edit as needed.
Selecting from the Library:
- Choose "From Library."
- Browse the ready-made widgets and click on the one you want.
- The widget will be created automatically.
- Edit as needed.
Importing from a File:
- Select "From File."
- Choose a file from your device and follow the instructions to add the widget.
Using the Studio (Editing Tool):
- Select "Using the Studio."
- Edit the style, data sources, vertical and horizontal axis information, and general settings from the tabs.
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:
- Click on the dashboard menu located at the top left of the page.
- Select the dashboard you want to rename.
- Click the three dots next to the selected dashboard.
- 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!
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