What is the AutyFi Dashboard? Follow
Accessing the Dashboard
- Log In to your account.
- Navigate to the Dashboard or Summary page from the main menu.
Features of the AutyFi Dashboard
- Customizable View: Starts blank and allows you to add and visualize the needed data.
- Control Metrics and Locations: Easily manage and monitor various metrics and locations.
- One-Click Access: All controls are just a click away for efficient management.
Customizing Your Dashboard in AutyFi.ai
Customizing your dashboard in AutyFi.ai allows you to monitor and visualize important metrics and goals for different locations, providing real-time data insights.
How to Customize Your Dashboard
1. Connect Locations:
- Add Locations: Integrate different locations to monitor their data.
- View Data: Ensure each location's data is accurately displayed on your dashboard.
2. Add Metrics and Goals:
- Choose Metrics: Select the metrics you want to track.
- Set Goals: Define specific goals for each metric to monitor progress.
3. Visualize Data:
- Populate Dashboard: Watch your dashboard populate with real-time data and visuals.
- Interpret Results: Use the graphical and tabular data representations to gain insights into your financial performance.
Example Walkthrough:
- Overall Score: Displays your overall performance score.
- Connections: Shows the number of connected data sources.
- Scorecard: Lists various metrics such as ADP Metrics, Testing SCOA Metrics, QBO Balance Sheet, QBO Cash, QBO P&L, and QBO Sales, each with their respective connection status.
Following these steps, you can customize your AutyFi.ai dashboard to suit your specific data monitoring needs, ensuring you have the insights to make informed decisions.
Tips
- Regularly update your metrics and goals to reflect changes in your business strategy.
- Use the dashboard for a quick overview and deeper business performance analysis.
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