The Dashboard gives you a snapshot of the financial position of the accounts in your Profile. It’s a useful reference point to check your cash flow. You can choose how your information is presented and the timeframe the Dashboard represents.

The Dashboard displays 4 visual snapshots of your cash flow:

1. Cash Position

• The combined average balance of all the accounts in a Profile.
• Latest month displayed in the graph displays your up-to-date average monthly account balance.
• The graph could help you to identify trends or patterns in your account balances.

2. Credits & Debits

• The combined totals of credits (money-in) and debits (money-out) for the accounts in a Profile. 

3. Profile Accounts

• The current account balances of the accounts within the selected Profile.

4. Highs & Lows graph

• When an account has been overdrawn and the period of time it has been overdrawn.
• View the highest and lowest balance of each of your accounts and your current credit limit for a Profile.

Features of the Dashboard

• Graphs and tables are based on the credits (money-in) and debits (money-out) of the accounts in your Profile.
• The Cash Position graph will automatically show 12 months of past data if available.
• You can choose a specific data period.
• You can choose to view your Cash Position graph over different time periods and frequencies you can select data up to the previous 2 years if available.
• Generate a Forecast to get a future indication of your business’ cash position.
• Save multiple Dashboard graphs and tables by exporting them from Business Cash Plan.

Benefits of the Dashboard

• Gives you a snapshot of your financial position for a given period.
• Easy to understand graphs and tables to represent actual account movements.
• Information is automatically generated based on the actual movements in your ASB accounts.
• Can help you identify trends or patterns in your account balances.