Prerequisites

Before using the KPI Dashboard, you need:

1. Financial data uploaded - At least 3 complete months
2. Required report types:
   • Balance Sheet (for cash metrics)
   • Profit & Loss / Income Statement (for revenue metrics)
   • Cash Flow Statement (for money movements)
   • Purchase Report (recommended)
   • Sales Report (recommended)

First-Time Setup

1. Navigate to Dashboard from the main menu
2. If you see "No KPI data available":
   • Click the "Refresh KPIs" button in the top right -> use orange magic button
   • Wait 20-30 seconds for calculation to complete
   • Dashboard will automatically reload with your metrics