Finance Dashboard
The Finance Dashboard is the landing page of the Finance module.
How to Access
- Open your Compass workspace.
- From the main navigation, select Finance.
- The Dashboard view opens by default.
Overview
The Dashboard provides a summary view of your financial data. Use it as a starting point before navigating to Financial Plans to manage your income and cost forecasts.
Related:
- Financial Plans - Create and manage financial plans
- Finance Overview - Module overview