About the Dashboard

The Cube dashboard gives you a high-level view of your data; it includes:

• Global Filters
• Metric Cards (top four cards)
• Graphs
• Recent changes

Learn how to customize your dashboard.

Filters

• This is a global filter that determines what data is shown in each of the graphs
• To update the account(s) shown in a graph, click on its filter icon  in the top-right corner of the component

Top Four Cards

Use these cards to view key metrics that drive your business:

Cube's recommended settings:

• Card 1: Revenue or Income
• Card 2: Operating Expenses
• Card 3: Accounts Receivable
• Card 4: Accounts Payable

Graphs

Income VS Expenses

Use this bar graph to compare two different accounts across the year.

Note:  While the graph is labeled "Income vs. Expense," you can compare any two accounts

Cube's recommended settings:

• Account 1: Revenue or Income
• Account 2: Operating Expenses

Cash on Hand

Use this line graph to see how an account's balance has changed over time.

Note: While the graph is labeled "Cash on Hand," you can compare any two accounts

Cube's recommended settings:

• Account: Cash 

Scenario Comparison

Use this line graph to compare an account's performance across 2 scenarios:

Cube's recommended settings:

• Scenario 1: Actuals
• Scenario 2: Budget
• Account: Gross Profit

Recent Changes

This shows you the five most recent actions, including the following:

• Source Data connection resync
• Source Data import
• Data published from spreadsheet