Financial Overview

High-level financial metrics, KPIs, cash flow analysis, and request review 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
• Profit — 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:

• 1 Day
• 3 Days
• 7 Days
• 1 Month
• 3 Months
• 6 Months
• 1 Year
• All Time

Use period buttons at top of page.

Project Selector#

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

Financial Requests#

Financial Overview also includes request workflow:

• Requests Section shows recent request cards
• Pending requests can be reviewed from finance page
• Approved recurring requests feed upcoming cash flow section

Create a Request#

Use Create Request from sidebar quick action.

Request modal includes:

• Operation name
• Income or Expense type
• Category
• Amount
• Description
• Optional recurring frequency
• Optional attachments

Request Statuses#

• Pending
• Approved
• Declined

Open any request card to inspect full 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.