Configure your dashboards in Holded
- Access the Invoicing or Team app
- Click on "new Board" from the top left.
A "Board" is a summary of the main data during a current period (Current month, Current year). This information is important to your company for example, Income, Expenses, Pending Collections, Payments, Sales by channel of sale .
What is the difference between Boards and Reporting? The Board panel is customisable and this feature is unique for each Holded user. Unlike the reporting feature, in which each report offers a specific summary of information, with Boards it's possible to mix information of all kinds (sales, purchases, finances) in a Summary format. You will also see this information as soon as you log into your Holded account, this information is updated in real time.
1) Configure your Dashboard
- Click on the "New Board" button, located in the upper left hand side.
To begin to understand how the section of Boards works, you'll see that the first time you access the section, it will be completely blank. To add widgets to customise your board, all you need to do is click on Boards. Once you've added all your widgets, this will fill up your space and you'll instantly see your data 🙂.
When you click on the boards button a new screen with 2 options will appear:
- Create a blank Board and add the widgets from scratch: In case you want to personalise your board completely
- Or you'll have the option to start with one of our Preferred Boards: 5 Boards will appear by default. These 5 Boards by default are explained below.
2) Activate the recommended boards
- Click on the "New Board" button, located in the upper left.
- Click on one of the buttons in the bottom section of Our Favourite Boards.
Below we summarise what appears on each recommended Board so you can decide if you are interested in activating them:
- Dashboard
- Sales
- Purchases
- Social networks
- Data
A summary of the main KPIs (Key Performance Indicators) of your business will appear. This includes the following:
- Income
- Expenses
- Benefit
- Revenues through Sales Channels
- Expenses by Spending Accounts
- Pending charges
- Pending payments
- Graph Summary of income and expenses
Sales
A summary of the main KPIs (Key Performance Indicators) of your sales will appear :
- Current year sales
- Current month sales
- Collections Pending current year
- Collections Pending current year
- Revenues through Sales Channels
- Collections Pending current year
- Collections Current month
- Sales Due date Chart
What is the Due date? The due date is the deadline for collection. This is the date you indicate as the date the invoice needs to be collected by. It's usually put as a fixed date (March 11, 2020) or in number of days 30, 60, 90.
Purchases
A summary of the main KPIs (Key Performance Indicators) of your purchases will appear :
- Current year purchases
- Current month purchases
- Current year expenses
- Current month expenses
- Pending payments current year
- Pending payments current month
- Expenses by Spending Accounts
- Graph Expires Purchases
- Graphic Shopping
What is the difference between purchases and expenses? The only difference between the 2, is that the purchasing only collects information from the invoices assigned to accounts 60 (Purchases of merchandise) while in the expense item, any Purchasing account (Group 6) assigned is taken into account.
Social networks
The activity of your social networks of the company will appear:
- Slack
- Custom link
- Notes
- Current month purchases
How to change the accounts of social networks? To change the information that appears, you will need to click on the lower left section of the block [...] and change the "username" so that your company information appears.
This is a great feature to add if you'd like a daily update of social media, but you don't have to log into each one.
Data
An extensive summary will appear in the area of financial information.
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Summary: Sales, Expenses, Benefit (current year and current month) & Income & Expense Chart.
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Expenses : Expense accounts with the option to filter by current month or current year.
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Sales: Sales Channels with the option to filter by current month or current year & new opportunities (CRM) with the opportunity to choose different dates and Pipelines.
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Cash flow: Outstanding collections and years purchases with the option to filter by current month or current year.
Discover how to activate the CRM app
3) Create a new Board
- Click on the "New Board" button, located in the upper left
- You have the option to create a blank Board or choose one of our configured Boards .
- Assign a name to the new Board in case you have chosen the blank Board option.
- Click on the "+ add to Board" button on the right side to add Widgets.
When you click on the "Add to board" button a "library" will appear with Widgets, KPI's, Graphs and Reports that you can activate to configure your personalised Board.
The "Widget Store" is divided into different sections so you can select the Widget you prefer. It's best to take a look to discover Widgets that you won't find in the recommended Boards.
- Featured: You'll see the most relevant widget such as Total Banks, Purchasing and sales graphs.
- Sales: Useful widgets such as Recurring sales, Sales pending list, pending quotes, rejected quotes, accepted quotes, sales due dates and sales order charts will appear.
- Purchases: Useful widgets will appear such as recurring payrolls, spending forecasts, list of pending expenses, pending purchases, graph of purchase due dates or payrolls pending payment.
- Finance: In the finance tab, you can select the Bank Transactions widget to see a quick listing of your latest bank movements.
- Contacts: You can activate the widget of New Opportunities and Unread Emails
- E-commerce: In case you have an online store integrated with Holded you can see the amount of sales coming from the online channel.
- Inventory: You can activate the Widget "Products without stock" and "Alarm stock"
- Others: Several widgets that may be of interest to you.
By doing this, you can create your own board with the widget you need. In addition you can resize the widget by clicking on the lower right button on each widget.
If you want to delete a widget you can do so by clicking on the lower left part of the widget [...] and clicking on the delete button. If you want to delete an entire Board you can do it from the My Boards section, by sliding over the Board logo and clicking the Delete button .
Can I add Widgets to a recommended Board? Yes, you can activate a recommended board and add new widgets from "+ Add to board".
Can I have more than one Board? Yes, you can have several different boards activated and you'll be able to switch them at any time. To change the board, all you need to do is click on the Boards button located at the top of the page and you'll find listings of all the Boards you've created so all you need to do is select the one you'd like!
You are now ready to start creating and using boards and widgets :)