The job of this console
See what is off, drill into PO, invoice, or project financials, fix there, return.
Finance
Finance Dashboard
Finance control tower over POs, invoices, and project financials — charts on live commercial entities, not a warehouse you type into.
Scroll to Flowcharts. Scenario: Scan finance health and drill a red KPI.
Commercial tower
Money views of POs, invoices, and projects
The finance dashboard rolls up live commercial records. It is not a general ledger you journal into.
Finance → Finance dashboard
Route
/finance/dashboard
Org flag dashboardEnabled
Finance Manager · Executive · Admin
Seat at the table
Finance managers, executives, admins. PMs use project financials. Payroll uses payroll dashboards.
The working rhythm
Scan, drill, correct source, refresh.
Moments that bring you here
Month-end. A leakage spike. Unbilled delivery. After a big PO.
ⓘ
Composed, not posted
PurchaseOrder is the contract. Invoices bill. This tower does not replace either.
Flowcharts
1 — Tower then source
Read KPIs, open the owning commercial register.
flowchart TD
A[Open Finance dashboard] --> B[Read KPIs]
B --> C[Drill PO / invoice / project]
C --> D[Fix source]
D --> E[Tower refreshes]
- 1OpenFinance → Finance dashboard.
- 2ScanCommercial KPIs.
- 3DrillPO, invoice, project financials.
- 4FixSource register.
Overview
Finance dashboard composes PurchaseOrder, invoices, and project financials. Payroll readiness is a different tower.
How to use
1. Drill to act
Do not type a number into a chart.
2. PO is the contract
Projects hang off it when the chain is used.
3. Masking
Margins may be persona-limited.