Holded's dashboards are customisable dash boards that display key data relevant to your business, such as revenue, expenses, outstanding receivables and sales by sales channel. Unlike analytics reports, dashboards allow you to combine information from different areas in a summarised format:
Each of the dashboards, is composed of elements(widgets), customisable according to your needs. Configure them according to your business needs and priorities, selecting the most relevant widgets and organising them to fit your workflow. This gives you an instant overview of your most relevant financial and performance metrics, making it easier to make informed, strategic decisions.
1. How to get to the boards
To get to the boards from the Holded 'Home', simply go to Analytics > Boards:
2. Calculation of the main concepts of the boards
Holded performs automatic calculations to provide you with accurate information in real time. You will see that some widgets are the sum of several concepts within the system. Here's how they are calculated:
Widget 'Sales' (groups 70, 752):
+ Sales amount (excluding tax)
- Amended sales amount
+ Journal entries against sales accounts (Sales channels)
Widget 'Revenue' (group 7):
+ Sales amount (without tax)
- Amending sales amount
+ Journal entries against revenue accounts (Sales Channels)
Widget 'Purchases' (groups 60 and 61):
+ Purchasing amount (without tax)
- Amending purchase amount (negative)
+ Journal entries against expense accounts
Widget 'Expenses' (group 6):
+ Purchase amount
- Amending purchases amount (negative)
+ Payroll amount
+ Entries against expense accounts
Widget 'Outstanding Receivables':
+Sales not paid (pending collections of Invoices and Sales Tickets)
+Uncollected corrective purchases (pending receipts from corrective purchases)
Widget 'Pending Payments':
+ Unpaid Purchases (outstanding payments on Invoices or sales tickets)
+ Unpaid Sales Rectifications (pending payments on the Sales Rectifications)
+ Unpaid Payrolls (pending payments on Payrolls)
Widget 'Profit':
= Operating Profit (you can find the breakdown of your Operating Profit in Reporting>Accounting>P&L).
3. Manage dashboards
Add a new dashboard
To add a new dashboard, follow these steps:
Go to Analytics > Boards
Click on "+ New board":
Choose one of the predefined boards, or select "Blank board" to create one from scratch:
Type a name, and choose a colour and icon for your new board:
Your new board will appear alongside the rest, in the top bar:
Edit a board
Go to Analytics > Boards
Click the three dots button next to the board you want to edit:
Edit the name, or use the 'Year' drop-down to select the year for which you want the data to be displayed in the selected dashboard:
Click 'Save'.
Delete a board
Go to Analytics > Boards
Click on the three dots button next to the dashboard you want to delete:
Click "Delete":
Confirm the action
Sort your boards
Go to Analytics > Boards
Click on the three dots button next to any of the boards:
Click "Sort Boards":
Click on any board, and drag it up or down to change its order. Do this as many times as necessary:
Click "Save".
4. Managewidgets
Adding widgets to a dashboard
You can add as many widgets as you need to your dashboard. To do so, follow these steps:
Go to Analytics > Boards
Click on the "+ Add to board" button at the top right:
Click on the sections on the left, or use the search and sidebar to locate the item you want to add to the board:
Click on the item to add it. The new item will appear on your dashboard:
Removing items(widgets) from a dashboard
You can remove irrelevant or unnecessary items from your dashboard to leave only the ones you are most interested in. To do this, follow these steps:
Go to Analytics > Boards
Click on one of your dashboards (e.g. 'Billing', 'Team', 'Projects', etc.)
Hover your mouse over the item you want to delete, and click the three-dot button that will appear in its top right corner:
Click the 'Delete' button, and confirm the action:
Configure an element(widget)
Although not all elements are configurable, certain elements are. To configure an element, follow these steps:
Go to Analytics > Boards
Click on one of your dashboards (e.g. 'Billing', 'Team', 'Projects', etc.)
Hover your mouse over the item you want to configure, and click the three-dot button that will appear in its top right corner:
Use the drop-downs to configure the element. In this case, 'Period' and 'Status' (if the item is not configurable, you will not see drop-down options):
Click the 'OK' button.