The Treasury Platform comes with its own built-in dashboard which is a flexible and self-definable Dashboard solution. The Dashboard is automatically linked to the various components of the Treasury Platform. The Dashboard can be viewed on any device linked to the internet or intranet. The objective of the dashboard is to allow the client to define its own KPIs (Key Performance Indicators), business metrics and analytics to monitor the health and overall well-being of the institution. The information can be presented in various ways i.e. in graphic format (line, bar, and pie charts) and infoboxes, which will be able to display ratios, percentages, amounts with indicators showing the direction of the movement. Information can also be displayed in tabular format. The Dashboard has an administrative component allowing the client to administer who can view and make changes to the Dashboard.
Typical embedded information included are:
The Dashboard can also be populated with information from the organization’s trial balance to produce ratios such as:
The Dashboard has the unique capability to show the following information from its forecasting capability such as: