Company Overview Dashboard

Your company's financial snapshot with revenue, net income, cash data, and six company-economic highlight cards.

The Company Overview Dashboard is the first page you see after selecting a company. It displays revenue, net income, and cash data alongside six company-economic highlight cards.

Sync Status Banner

At the top of the dashboard, a sync status banner indicates whether your accounting data is up to date. If a resync is available, a manual resync button appears next to the banner so you can trigger a fresh data pull from your connected accounting platform.

Financial Summary Card

The main card displays your company name, the date of the most recent data, and three metrics:

Gross Revenue -- total revenue for the latest month, with month-over-month change
Cash -- ending cash balance, with month-over-month change
Net Income -- bottom-line profit, with month-over-month change

Chart Tab

The default view is a composed chart showing three data series on a single timeline:

Gross Revenue as a shaded area
Net Income as a line
Cash as vertical bars

Table Tab

Switch to the Table tab to see the same data in a tabular format with columns for date, gross revenue, net income, and cash.

Time Range Selector

Use the time range buttons above the chart to change the window of data displayed:

3m -- last 3 months
6m -- last 6 months
1y -- last 12 months (default)
3y -- last 36 months

The range is calculated relative to the most recent month of available data.

Company-Economic Highlights

Below the main chart, six highlight cards summarize company-specific financial indicators. Each card shows the current value, the change versus the previous period, and a sparkline chart. Each card links to its corresponding KPI detail page.

Current Ratio

Measures short-term liquidity by comparing current assets to current liabilities. A ratio above 1.0 means the company can cover its short-term obligations. Links to the Capacity KPI detail page.

Revenue Growth Rate

Displays the percentage change in revenue from one month to the next. Use this metric to track expansion and identify trends or seasonality in revenue. Links to the Capacity KPI detail page.

Operating Profit Margin

Measures the share of revenue retained after operating expenses, before deducting interest and taxes. Links to the Capacity KPI detail page.

Return on Assets

Shows how effectively the company uses its total assets to generate profit, calculated on a trailing 12-month basis. Links to the Capacity KPI detail page.

Accounts Receivable

Shows the outstanding accounts receivable balance. Links to the Collateral KPI detail page.

Piotroski F-Score

A composite score from 0 to 9 that evaluates financial strength based on profitability, leverage, liquidity, and operating efficiency. Scores of 8-9 are considered strong; scores of 0-2 are considered weak. Links to the Credit KPI detail page.

Income Statement -- detailed revenue and expense breakdown
KPIs and Financial Ratios -- full set of financial KPIs

Pulse View

Income Statement