#Configurable widgets
By default you get Revenue, Expenses and Net Profit for the year to date. Each widget:
- has a period dropdown in its corner — Today, Yesterday, This Week, Week to Date, Last Week, This Month, Month to Date, Last Month, This Quarter, Quarter to Date, Last Quarter, This Year, Year to Date, Last Year, Last 7 Days, Last 30 Days, Last 90 Days. Change it and the figure updates immediately;
- has a ⋯ menu with Remove;
- opens the Profit & Loss report for that period when you click the figure.
The figures come from the same engine as the Profit & Loss report, so a widget always matches the report for the same period and respects your fiscal year.
#Adding a widget
- Click Add widget.
- Metric — choose a Profit & Loss line: Operating Income, Cost of Goods Sold, Gross Profit, Operating Expenses, Operating Profit, Non-Operating Income, Non-Operating Expenses or Net Profit / Loss.
- Period — one of the ranges above.
- Label — optionally rename the tile (for example Q3 gross profit).
- Click Add.
#Fixed tiles
- Accounts receivable — what customers owe you. Click it to open the Receivable Aging Summary.
- Accounts payable — what you owe vendors. Click it to open the Payable Aging Summary.
- Bank balance — the combined balance of your bank and cash accounts. Click it to open Banking.