The standard edition of Access Evo includes pre-configured dashboards in Access Analytics to help you interpret your Access Financials data and turbo-charge your work day. To access these dashboards:
Click Access Button then click Analytics.
Click Dashboards.
There are four pre-configured Dashboards available to Access Financials users as standard, these are:
Debtors & Revenue
View Metrics, key stats, and insights around outstanding debts and revenue performance.
Creditors & Purchasing
Display Metrics, key stats, and insights around spend, commitments, and outstanding creditors.
Nominal & Cash
View Metrics, key stats and insights and current cash status, income & expenditure and profit.
FinOps Projects Dashboard
Display metrics, key stats, and insights around project performance and progress. Identify and highlight problems that require further attention.
You can create your own Dashboards and Insights to suit your job role and needs, for help and guidance on how to set these up, check out the Get the Most out of Analytics section of our Interactive Guide, by clicking the help icon in the top bar of Access Evo.