This is a part of the Financial Dashboard feature. Click here to learn more about the Financial Dashboard.


The Financial Dashboard is made up of a variety of widgets that provide the financial health of one or more Locations. Depending on the access provided by an Admin User, the Financial Dashboard will include one or more widgets that can be reviewed, updated, and analyzed to get a quick glance into key financial data points.


This article describes the following widgets:



Dashboard Header


The Dashboard header is where the User will select the Locations and Date Range for all widget data. In addition to this, the User can choose their desired House Shortcuts and view any action items that need to be completed via My Workflows.



1) Settings - This menu includes the option to update the dashboard's comparison year, mark the board as editable, and enable unapproved transactions to be included in the data pulled for the dashboard. Click here to learn more about each setting


2) House Shortcuts - When clicked, these shortcuts will open the corresponding list of transactions/records or open to the designated screen. Users can easily create a new transaction via the Quick Add icon (#4), run reports via the Quick Run icon (#5), or upload documents via the 'Upload Documents' widget (#6). Click here to learn how to change House Shortcuts. Optional House Shortcuts include:

  • All Transactions
  • AP Transactions
  • AR Transactions
  • Bank Accounts
  • Bank Reconciliations
  • Bank Transactions
  • My Workflows
  • DSS Journal Entries
  • CFR (Custom Financial Reporting)
  • GL Accounts
  • Vendors
  • Documents to Process
  • Budgets
  • Transaction Details
  • Check Run
  • Invoices
  • Journal Entries
  • My Reports
    • Note: The available House Shortcuts will depend on the User's security access

3) Alert Icon - This icon signifies that an item or items belonging to the corresponding shortcut need approval from My Workflows. Clicking this icon will open to My Workflows so that these items can be addressed. As items are edited and completed, the Alert icon will update accordingly

4) Quick Add - When this icon is clicked, a new transaction will be created and can be entered in a new window

5) Quick Run - This icon will appear for both My Reports and CFR (Custom Financial Reports) widgets. This will enable the User to run any report marked as a 'Favorite' directly from the Financial Dashboard. If any Date Settings are required for the report, they will appear in the 'Report Quick Run' modal once the report is selected


6) Upload Documents - This enables Users to upload documents to Documents to Process by either dragging and dropping a file onto this box or clicking this box and selecting a file from their desktop computer

7) Unapproved Transactions Note - This note is directly linked to the Settings (#1) 'Show Approved' toggle and will display whether unapproved transactions are included or not without having to open the Settings menu


8) Locations Selector - A listing of all Locations assigned to the User. Choose one or all Locations to have their data populate the widgets on the dashboard

9) Date Range - The date range that the data is pulled for. Click here to learn more about the Date Range selector. Options include:

  • Today
  • Last 7 Days
  • Last 30 Days
  • This Month
  • Last Month
  • This Period
  • Last Period
  • This Year
  • Last Year


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Profit Widget


The Profit Widget lists the Net Profit for the selected store and date range and compares that against the Net Profit of this store for the comparison year's date range. This will show if the store is successful and profitable and how its current state compares to the comparison year's numbers.



1) Net Profit Dollar Amount - The Net Profit for the selected date range (Sales – Controllable Expenses – Non-Controllable Expenses) 

2) Net Profit Percentage - The Net Profit for the selected date range ÷ the Net Profit for the selected comparison year's date range. Based on this percentage, it will be displayed in one of the following colors with the corresponding icon:

  • Green - The percentage is < 0%
  • Gray   - The percentage equals 0% or the previous year is not available
  • Red    - The percentage is > 0%

3) Profit After Controllable Amount - The Profit reduced by Controllable Costs (Total Sales – Controllable Expenses)


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Gross Profit Margin Widget


The Gross Profit Margin widget displays high level gross profit margins for the current date range against the comparison year's date range. Looking at the Gross Profit Margin will help determine how much of a factor current expenses have on each store's profitability.



1) Total Gross Profit Margin Percentage - This shows the percentage of Gross Margin for the current date range [((Sales – CoGS Labor) ÷ Sales) x 100%]

2) Current Total Gross Profit Margin Progress Bar - The percentage of Gross Margin for the current date range displayed on a progress bar. Along with this, an icon will be displayed next to the Margin Percentage (#1) as one of the following:

  • Green - The percentage is < 0%
  • Gray   - The percentage equals 0% or the comparison year is not available
  • Red    - The percentage is > 0%

3) Comparison Year Total Gross Profit Margin Progress Bar - The percentage of Gross Margin for the comparison year's date range displayed as a percentage and on a progress bar. The progress bar will be displayed in one of the three colors: 

  • Green - The percentage is > 0%
  • Gray - The percentage equals 0% or the comparison year is not available
  • Red - The percentage is < 0%

4) Location Reporting Category Selector - This selector is where the desired Parent Location Reporting Category is chosen to show a breakdown of  the Gross Profit Margin Percentages based on its Child Location Reporting Categories. The following columns will be listed:

  • Market - The Child Location Reporting Category's name, based on the Parent Location Reporting Category selected
  • Progress Bar- The percentage of Gross Margin for the current date range displayed on a progress bar
    • Green - The percentage is > 0%
    • Gray - The percentage equals 0% or the comparison year is not available
    • Red - The percentage is < 0% 
  • Current Gross Profit Margin Percentage - The percentage of Gross Profit Margin for the current date range for this Child Location Reporting Category [((Sales – CoGS Labor) ÷ Sales) x 100%]
  • Comparison Year's Gross Profit Margin Percentage - The percentage of Gross Profit Margin for the comparison year's date range for this Child Location Reporting Category [((Sales – CoGS Labor) ÷ Sales) x 100%]


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Income vs Cost of Goods Sold Widget


The Income vs Cost of Goods Sold Widget compares the total Income against the Cost of Goods Sold for all CoGS Types and then broken down by CoGS Type. This will help determine if the selected store is bringing in more income than they are spending or if current spending needs to be analyzed for efficiency purposes.



1) Total Income - The total income for the selected date range

2) % Compared to - The total income for the selected date range divided by the total income for the comparison year's date range. The following colors/symbols will be displayed based on this percentage:

  • Green - The percentage is > 0%
  • Gray   - The percentage equals 0%
  • Red    - The percentage is < 0%

3) Total Food and Beverage CoGS - The total Cost of Goods Sold for all CoGS Types

4) Food and Beverage CoGS % - This will show a breakdown of the Income in green and the Cost of Goods Sold in red by CoGS Type, which include:

  • F = COGS - Food
  • N = COGS - N/A Beverage
  • B = COGS - Beer
  • W = COGS - Wine
  • L = COGS - Liquor

5) $ Dollar - This will display the Food and Beverage CoGS % (#4) by dollars

6) % Percentage - This will display the Food and Beverage CoGS % (#4) by percentage

7) Income Type Selector - This selector will update the income type that is used. Options include:

  • Net Income (default)
  • Gross Income


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Balance Sheet Widget



The Balance Sheet widget includes two sections: Assets and Liabilities/Equity. Both sections will be broken down by GL Type and list the total costs of all GL Types at the bottom to help show a high level overview of the selected store's current financial position.


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Profit and Loss Widget



The Profit and Loss widget includes three sections: Cost/Expenses, Income/Sales, and Total. The Cost/Expenses and Income/Sales are broken down by GL Type and provide a GL Type Total at the bottom of their sections. The Total section is broken down by Total Profit and Loss and the Profit After Controllable. 


This widget provides some insights into the total of Expenses and Income that play a factor in the overall Net Income.


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EBIT(DA) Widget


The EBIT(DA) widget evaluates the profitability and efficiency of a company, which can then be compared to other Locations or companies. Users with access to this widget can switch between the EBIT and EBITDA Report Types.



1) Report Type Selector - This selector will enable the User to switch between the EBIT and EBITDA report types:

  • EBIT - The Earnings Before Interest and Tax. This is the default report type
  • EBITDA - The Earnings Before Interest, Tax, Depreciation, and Amortization

2) Earnings - The earnings based on the following formulas:

  • EBIT - The amount provided is the Net Income + Interest Expense + Taxes
  • EBITDA - The amount provided is the Net Income + Interest Expense + Taxes + Depreciation + Amortization

3) % Compared To - The earnings for the selected date range divided by the earnings for the comparison year's date range. The following colors/symbols will be displayed based on this percentage:

  • Green - The percentage is > 0% and includes a plus sign
  • Gray   - The percentage equals 0% or the comparison year is not available
  • Red    - The percentage is < 0% and includes a negative sign


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