Designing Dashboards
Financial dashboards typically provide an overview by showing summary data. The versatility of dashboards enables you to chart, evaluate, highlight, comment on, and even change key business data. For example, you can change a driver such as Volume in a form that is in a dashboard and immediately see its impact in other forms and charts:
You can create a dashboard by selecting existing data forms and external artifacts such as comments or an external URL. You can specify a chart type to display the data, for example, a Pie chart, bar chart, or other chart type.
Note:
For details on Task Manager and Supplemental Data Manager Overview and Compliance dashboards, see "Monitoring Dashboards" in Working with Financial Consolidation and Close.
To create a Financial dashboard: