Dashboard – Forecastr

The Dashboard is where you generate your financial model’s visuals, including graphs, tables, and number call outs that show off your business!

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Please note that our application is currently in Beta, so features are subject to change as we continue to build incredible tools for you!

Tabs

Tabs are groups of visuals (called widgets) in your dashboard. By default each model starts out with a prebuilt Overview tab. To add additional tabs to your dashboard simply hit the plus button next to your tabs on the top left of your screen.

To change the name of a tab double click on its current name and type your desired name. You can also click and drag on a tab to move its ordering.

If you’d like to delete a tab simply right click on it and hit “Delete”.

Widgets

Creating a Widget

Widgets are the visuals that make up your dashboard. To add a widget hit the “+ Add Widget” button on the top right of your screen.

You can choose from many different options to create your widget exactly the way you want it.

Widget Types

There are currently six different types of widgets:

Bar Charts display your data across a timeline with filled in bars. The bars can be horizontal or vertical and staked or unstacked.

Combined/Dual Y-Axis Charts display a combination of two line or bar charts with an axis dedicated to each graph.

Line Charts display your data across a timeline with solid lines.

Number Callouts display a single metric’s value for an individual month/year/quarter in the model. You can also select an additional metric to compare to the first metric’s value.

Pie Charts display data across a period of time as slices of a circle.

Stacked Area Charts display data across a timeline as a single line with filled in shading underneath for each item that is being graphed.

Tables display either one of the model’s financial statements (Income Statement, Balance Sheet, Cash Flow) or a custom selection as a scrollable table.

Textboxes display an open textbox for users to type whatever they would like, This is typically used for titling or describing a particular section of the Dashboard.

Widgets (depending on the selected type) can display numbers from three different sources:

Select Item displays any individual metric/row in the model.

Select Tags displays the sum of all rows tagged with the selected tag.

Select Actuals displays the actuals tied to a metric/row in the model.

Adjusting a Widget

To open the options for a widget select the three dots in the top right corner of the widget.

To adjust the sizing of a widget click on the bottom left or bottom right corner and drag your mouse. To rearrange the position of the widget click on any other area of the widget and drag it to its desired position.