Setting up your Dashboard

How to setup your Cube dashboard to give you a high-level view of your data

Dashboard Components

The dashboard page is made up of 6 different components

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 quickly 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

Income VS Expenses

Use this bar graph to compare 2 different accounts across the year.
Note:  While the graph is labelled "Income vs. Expense", you can compare any 2 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 labelled "Cash on Hand", you can compare any 2 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 5 most recent actions, including the following:

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