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What do the dashboard - finance cockpit & the personal start page show me?

What is a dashboard?

The so-called dashboard provides you with all important information at a glance. Some charts are already activated at the start. Of course you can customize this start page to your personal preferences, create multiple start pages, and switch back and forth between these.

Consult the article "What information is contained in the the finance charts?" for more information on this.

 

Switch and manage dashboard:

If you have created multiple dashboards, you can switch back and forth between the dashboards using "Select". When you re-open the dashboard later on, the dashboard that was last opened is always shown.

Under the item "Manage", new dashboards can be created and existing ones deleted.

 

Adjust dashboard:

Like most things in bexio, managing the dashboard is self-explanatory. To show the cog symbol, simply hover your mouse pointer over the desired widget.

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