View and favourite your business performance graphs

Access your business performance dashboard, view details about your business's performance, and select performance graphs to display on your main dashboard.

Access your business performance graphs and view details

  1. Go to Reports, then click All Reports.
  2. Under Financial, click ... to expand the section.
  3. Click Business Performance.
  4. To view the equation a graph is based on, your 12-month average result and monthly results, click the title of a graph.

    Image showing gross profit graph.

  5. Hover over parts of the equation to view a breakdown of the calculation.

    Image showing calculation breakdown.

  6. To view the equation for a particular month, click on the bar for that month. Click outside the graph to go back to the 12-month average.

Select performance graphs as favourites to display on your main dashboard

  1. Go to Reports, then click All Reports.
  2. Under Financial, click ... to expand the section.
  3. Click Business Performance.
  4. Click the star next to any performance graphs you would like to display on the main dashboard.
Your favourites will show on the dashboard for anybody else who has reports access in your organisation.

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