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Custom Dashboards bring together the metrics that matter most for each team. Instead of navigating multiple reports, users can view financial-health summaries, category analytics, forecasts and benchmarks in one place.

Dashboards are designed to support ongoing monitoring, performance tracking and decision-making across risk, product and strategy teams.

How dashboards are configured

Teams can select metrics, time windows and cohort filters to create focused dashboard views.
Widgets update continuously as new data arrives, ensuring dashboards always reflect current financial behaviour.

Dashboards can be configured differently for each use case while maintaining consistent underlying metrics. Below is an example output:

{
  "dashboard_name": "Portfolio Overview",
  "widgets": [
    {
      "type": "kpi",
      "metric": "average_financial_health_score",
      "value": 74
    },
    {
      "type": "trend",
      "metric": "cashflow_buffer_days",
      "period": "90_days"
    },
    {
      "type": "table",
      "metric": "top_spend_categories",
      "limit": 5
    }
  ],
  "last_updated": "2025-02-15T11:36:00Z"
}

Why it matters

Dashboards reduce reporting friction by giving teams a shared, real-time view of performance and risk. This improves alignment, speeds up insight and reduces reliance on manual reporting.

Get started

Build dashboards around your priorities.
Custom Dashboards deliver flexible, real-time views to support reporting and analytics across your organisation.

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