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Dashboard Guide

Understanding the Financbase Dashboard

Navigate and utilize the powerful features of your financial management dashboard.

Dashboard Overview

Analytics

View comprehensive financial analytics and insights.

Transactions

Manage and track all financial transactions.

Accounts

Manage bank accounts and financial connections.

Team

Manage team members and access permissions.

Key Metrics Dashboard

Revenue Tracking

Monitor income streams and growth trends across all accounts.

Goal Monitoring

Track progress toward financial targets and budget goals.

System Health

Monitor system performance and data synchronization status.

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