Dashboards

Everything you need to know about the Dashboard view and metrics

Dashboard Metrics

The top of the Dashboard displays key metrics that give you an instant health-check of your organisation:

Days of Funds Available: This shows how many days you can continue to operate before your total available funds (bank balances + credit limits) hit zero.
Days of Cash Available: A stricter metric that only considers cash in the bank, excluding credit limits.
Point-of-Failure Zoom: Clicking on these metrics will instantly zoom the board to the exact date where your cash is predicted to run out, allowing you to identify the specific bills or delays causing the issue.

Visual Logic: Paid vs. Forecasted

Budgee uses a clear visual language to distinguish between what has actually happened and what is predicted to happen:

Solid Colors: These represent "Actuals"—transactions that have already been paid and synced from Xero.
Transparent/Outlined Colors: These represent "Forecasts"— including unpaid invoices, repeating transactions, and manual projections.

This allows you to see at a glance how much of your current month's cash flow is "locked in" versus how much is still dependent on future actions.

Cashflow Overview chart displaying incoming and outgoing balances

Dashboard Granularity & Zooming

The Dashboard gives you full control over how you view time and granularity. Using the date picker control directly on the dashboard, you can easily change the date range (e.g., viewing months into the past and future) and seamlessly step from high-level yearly/monthly views all the way down to weekly or daily intervals.

Changing the date range and granularity on the Budgee dashboard

💡 Scenario Planning Highlight: The Dashboard is an incredibly powerful view to safely explore "What Ifs." As you toggle different Scenarios on or off, the Dashboard instantly recalculates all its visualisations, letting you directly see how a potential decision impacts everything from incoming cash to your final Point-of-Failure.

Dashboard Visualisations & Widgets

Scrolling down the dashboard page reveals an array of pre-built views giving you different lenses into your financial health:

Incoming & Outgoing Breakdowns: Visualise exactly where cash is coming from and going through pie charts broken into 'Last Month', 'This Month', and 'Next Month'.

Pie charts showing incoming and outgoing breakdown by month

Cash Summary & Profit and Loss: Grouped summaries of money in vs money out, alongside an easy-to-read P&L report based strictly on cash basis.

Tabular view of Cash Summary and Profit and Loss on a cash basis

Statement of Cash Flow: See the net change in your cash position.
Top 5 Customers & Suppliers: Identify concentration risk by surfacing who owes you the most money and who you owe the most to.

Customising & Printing Your Dashboard

Your Dashboard shouldn't be cluttered with things you don't need. You can edit exactly what is shown by updating the tab options. From the Dashboard settings, you can toggle which widgets you wish to see and adjust the default month horizons.

Dashboard settings menu showing months into past and future with custom dashboard items

Printing: Sometimes you just need to hand a physical document to a client or team member. The dashboard features a Print option that translates these interactive widgets into a nicely formatted, printer-friendly PDF document.