Viewing Dashboards

The Dashboard is where you can monitor your group’s financial performance, eliminations, and KPIs in real time.

1. Accessing Dashboards

• From the left side navigation, select Dashboard

• By default, BrizoSystem provides four dashboards:

  1. Main Dashboard – high-level overview of group results

  2. Profitability Dashboard – revenue, margins, and profit analysis

  3. Asset Dashboard – key asset metrics, balances, and movements

  4. Debt Management Dashboard – liabilities, loans, and repayment tracking

You can switch between dashboards anytime by clicking them in the side navigation.

2. Switching Organisations

• Use the top-left organisation selector to change the entity or group you’re viewing

• You can view dashboards at:

  • Entity level – results for a single company

  • Group level – consolidated results across multiple entities

3. Changing the Reporting Period

Global Reporting Period

• Located at the top of the screen

• Sets the reporting period (e.g., monthly, quarterly, yearly) for the entire dashboard

• Example: switch from March 2025 to April 2025,

Chart-Specific Periods

• Each chart also includes its own period filter

• Such as:

  • Last 6 months

  • Last 12 months

  • Year vs. Last Year

  • Custom date ranges

This lets you analyze specific trends at the chart level while keeping the overall reporting period consistent.

4. Dashboard Layout

• Widgets: Charts, tables, and KPIs displayed as tiles

• Drill-Downs: Click into a widget for detailed analysis (e.g., revenue breakdown by entity)

• Refresh Button: Updates the dashboard with the latest synced data

5. Common Use Cases

• Main Dashboard – monitor the overall health of your group

• Profitability Dashboard – measure revenue and margins

• Asset Dashboard – track balances, growth, and allocations

• Debt Management Dashboard – review liabilities and repayments