In this course we will take a detailed look at each of the sections in Syft's Visualize: Overview section. This part of Syft helps you to tell the story of your business, or your client's business if you are an accountant or bookkeeper, with easy-to-understand graphs and metrics. Visualizing financial data not only helps you to understand your information better but also makes it easier to use this information to make better business decisions.
This course takes approximately 1 hour to complete.
In this course, we will learn:
How to add information to the Dashboard and use the Dashboard to keep track of critical business metrics and inform future decisions;
Ways in which you can use Syft’s Financial Health score to regularly make sure our business is healthy and to take corrective action if need be;
How to use Syft’s Sales Health score to do the same in terms of our sales health;
The importance of the Break-Even point and how we can work with it on Syft;
Everything you need to know about Accounts and how to work with them in Syft;
The importance of KPIs and how to analyze these metrics in Syft;
All about Transactions on Syft and why they are important.