Dashboard

Uniconta’s standard dashboard provides a clear view of the company’s key KPIs, precisely configured based on the chart of accounts. By customizing the account types, all significant accounts are automatically displayed, allowing easy access to updated data in real-time. With the most important financial data in one place, it becomes easy for the entire organization to stay informed about financial developments, creating a common and up-to-date understanding of the company’s status and strengthening the basis for strategic decisions.

With the ability to create relationships between data tables, users can build reports that cut across the entire data structure of the organization. This feature creates a deeper understanding and clarity of complex contexts, giving advanced users full control over data analysis. The flexible construction of custom data views ensures that reports are precisely tailored to business needs and supports strategic decisions.

Uniconta Dashboard makes it possible to filter data both before and after import, so you only work with the most relevant information. With fixed and selectable filters, you can customize reports to meet specific requirements and quickly change the view so that the data provides the most relevant insights. Effective filtering saves system resources and ensures that you get a clear and focused overview without being overwhelmed by irrelevant data.

With conditional formatting, your dashboards can highlight the most important data without a single line of code. Use color scales, data bars, and icons to automatically select cells and rows based on your criteria. This makes it easy to spot trends, patterns and anomalies, and ensures that critical information stands out, so you can quickly focus on the areas that need attention.

Add calculated fields directly in the Uniconta Dashboard to perform advanced analyses with flexible expressions and calculations. By creating fixed-value data warehouses or complex formulas based on your existing data, you’ll get more detailed and accurate insights. With the option of three levels of calculations—underlying, summary, and intermediate—your reports can be customized to include both overview and in-depth detail, meeting all reporting needs.

Uniconta Dashboard allows you to quickly aggregate data with summarization functions such as average, sum, maximum and minimum. These tools make it easy to get a comprehensive overview of key performance indicators and key information, supporting in-depth analysis and strategic decision-making. The feature ensures that management always has an accurate and clear presentation of the company’s performance, and helps identify trends and areas for improvement.

Once your dashboard has been created, it can be saved as a fixed report in Uniconta and shared with the entire team. The feature makes up-to-date data available to everyone, ensuring that all departments work from the same foundation and strengthening collaboration. With automated export and sharing, dashboards can serve as a central source of business KPIs, creating a shared understanding of finances and performance across the organization.