Financial Overview

High-level financial metrics, KPIs, and cash flow analysis for your workspace.

Open Financial Overview#

1. Open the Finance dropdown in the sidebar
2. Click Financial Overview

Metrics Dashboard#

The dashboard shows key financial metrics at a glance:

• Revenue — Total income for the period
• Expenses — Total spending for the period
• Net Income — Revenue minus expenses
• Other KPIs based on your configuration

KPI Management#

View KPIs#

KPI cards display your tracked indicators with current values and change percentages.

Create or Edit a KPI#

1. Click Manage KPIs or the + button
2. In the KPI Modal, set:
   • KPI Name
   • Target Value
   • Current Value
   • Unit (currency, percentage, number)
3. Click Save

Real-Time Updates#

KPI values update in real-time via WebSocket when changes are made by any team member.

Cash Flow#

The Cash Flow section shows:

• Inflows and outflows over time
• Net cash position
• Period-over-period comparison

Period Filtering#

Filter all metrics by time period:

• This month
• Last month
• This quarter
• Custom range

Use the date picker at the top of the page.

Project Selector#

Switch between projects to view project-specific financial data. Use the project selector in the top bar.

Financial Requests#

Quick access to the financial request workflow:

• Click Create Request to submit a new income or expense request
• See recent requests in the Requests Section

See Financial Requests for details.

Permissions#

Finance access depends on your role:

• create — Add financial data
• read — View metrics and KPIs
• update — Edit KPIs and metrics
• delete — Remove entries
• approve — Approve financial requests
• export — Export financial data

See Roles & Permissions for details.