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Dashboards give you a live, visual view of financial data by combining widgets on a single screen. You find them under Dashboard in the main navigation, not inside Report Center: dashboards are their own area of the product rather than a kind of report.

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Dashboards and views

A dashboard is a named view, and your dashboards appear as tabs across the top of the page. Choosing a tab switches the whole board, so you keep separate dashboards for separate jobs rather than crowding one screen. Some dashboards ship with DualEntry and others you create. A prebuilt dashboard can depend on a subscription: the Revenue dashboard reads MRR and ARR data, so it only appears for organizations with revenue recognition enabled. Dashboards you create yourself always appear. To create one, choose New Dashboard in the page header and give it a name. To branch from a board you have already filtered the way you want, use Save as new dashboard, which keeps the original intact. Reset filters returns a dashboard to its default filter state without touching its widgets. Renaming a prebuilt dashboard is safe. DualEntry identifies the built-in boards by an internal slug rather than by their displayed name, so a renamed Revenue dashboard keeps working.

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Add widgets

Choose New Widget to open the widget drawer and choose a type. The available types cover single figures, charts, tables, and navigational panels:
  • KPI: one headline figure
  • Bar, Area, and Pie: charted values over time or across a breakdown
  • Waterfall: incremental movement between two points
  • Table: a tabular view of the underlying rows
  • Transactions: a list of recent transactions
  • Bank Accounts: balances across connected accounts
  • Currencies Map, Total Balance by Currencies Percentage, and Split by Currency: multi-currency breakdowns of balances
  • Subsidiary Navigator, as a Tree, a List, or a Recent view: navigation across your company structure
Each widget takes a name, which must be unique on the dashboard, so build the scope into the name when you add several variants of one figure. DualEntry confirms with a Widget created message and places it on the board, and you drag widgets to rearrange them. Widgets are configured individually but read the dashboard’s filters, so a KPI and a chart placed side by side always describe the same period and scope.

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Manage a widget

Open a widget’s options menu from its top corner for the actions available to it:
  • Move to: send the widget to a different dashboard
  • Duplicate: copy it on the current dashboard, which is the quickest way to build a variant that differs by one filter
  • Delete: remove it from the dashboard
Choosing a widget’s title opens its own full page, where the underlying rows are shown as a table you can read in full rather than in the widget’s summarized form. This is where you go when a headline number looks wrong and you need to see what composes it. Move to is worth knowing about when a dashboard grows past what fits on a screen. Rather than deleting and rebuilding, move the widgets that belong to a different audience onto a dashboard of their own. Because a moved widget picks up its new dashboard’s filters, check the period after moving it.

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Filter a dashboard

Dashboard filters apply to every widget on the board at once, so the whole view stays on one period and one scope. The date range is the main control. A dashboard can remember the range you last used, so reopening it returns you to the same window rather than resetting to a default. That behavior is what you want for a board you check daily, and not what you want for one you hand to someone else. For organizations reporting across companies, the consolidated currency fields let you pick a Parent company, and widget values are then presented using that parent’s consolidation rates. Because filters live on the dashboard rather than on individual widgets, use separate dashboards when you need the same widget on two different scopes, rather than trying to filter one board two ways. Duplicating an existing dashboard and changing only its filters is usually faster than rebuilding the widgets, and it keeps the two boards visually comparable when you switch between their tabs.

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Present with Display Mode

Display Mode expands the dashboard to fill the screen and hides the surrounding application chrome, which suits a review meeting or a wall-mounted screen. Choose it from the dashboard controls, and choose Exit Display Mode to return. Nothing about the dashboard changes, so entering and leaving it is safe mid-meeting. Widgets stay live in Display Mode. The data reflects posted ledger activity as of when it loaded, so refresh the page to pull activity posted since you opened the board. There is no timed auto-refresh, which means a board left open overnight shows yesterday’s load until someone reloads it. Filters stay applied in Display Mode, so set the period before presenting rather than during. Switching tabs still works, which makes a sequence of dashboards a usable substitute for slides in a review meeting.
Dashboard widgets read posted ledger data. Draft and unposted transactions do not appear.

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Reset a dashboard

If a prebuilt dashboard has drifted from its original layout, the header actions menu offers a reset that restores it. Resetting affects the dashboard’s own configuration, so treat it as a way to recover a standard board rather than a way to clear filters, which Reset filters handles. Reset is the blunter of the two. Reach for Reset filters when the numbers look wrong because the period or company scope is off. Use the dashboard reset only when the widgets themselves are the problem and you would rather start from the shipped layout than repair it widget by widget. Dashboards you built yourself have no shipped layout to return to, so rebuild or duplicate those instead. For tabular reporting rather than visual summaries, see the standard financial statements and the custom report builder. To deliver reports on a schedule instead of viewing them live, see report packages.
Last modified on August 28, 2026