Every dashboard is generated automatically from your uploaded file. Here's exactly what each module shows, what tools are available, and what insights you can extract — across both financial and project management analytics.
Upload your bank or accounting export and get 5 interactive financial dashboards generated automatically.
This is your financial big-picture dashboard. It plots two running cumulative totals — income and expense — as separate lines across the full date range of your data. The growing gap between the two lines is your net surplus over time.
A side-by-side grouped bar chart comparing income and expense for each month across your data range. Each month shows two bars — green for income, red for expense — making it instantly clear which months you were ahead or behind.
Based on the Pareto principle (80/20 rule), this dashboard ranks your income and expense categories from highest to lowest and groups them into A (top contributors), B (middle tier), and C (tail). It reveals which categories drive the majority of your financial activity.
A concise summary table showing each Account (bank, wallet, fund) in its own row with four key metrics side by side. Instantly compare which accounts are generating income, consuming expense, or sitting idle over any date range.
A doughnut chart showing the ten largest expense categories by total value for the selected account and date range. The proportional sizing immediately reveals where the most money is going — making budget decisions visually obvious.
Upload your project schedule (XER, Excel, CSV) and access a full suite of planning, tracking and reporting tools.
Auto-builds a full Gantt chart from your uploaded schedule file. Displays WBS hierarchy, predecessor logic, progress bars, and a data date reference line — all without any manual configuration.
Plots how each key milestone's scheduled or actual date has shifted across multiple reporting periods. Instantly reveals which milestones are slipping, accelerating, or holding steady period-over-period.
A suite of advanced project schedule analysis tools for deep-dive diagnostics, baseline comparison, and programme-level reporting — all driven from your uploaded schedule data.
Track every asset you own — personal or business — in one place, with warranty alerts, service reminders, and instant value reporting.
A complete register of everything you own — property, vehicles, electronics, furniture, jewellery and more — grouped by category with warranty, insurance and service tracking built in.
A parallel asset register built for business and commercial equipment — fully separate from your personal assets, with calibration tracking for equipment requiring periodic certification.
Build your resource pool, map people to tasks, and see exactly who's available, over-allocated, or on leave — at a glance.
Define your full team or contractor pool in one place — roles, skills, availability windows and leave dates — forming the foundation for task assignment and allocation reporting.
A simple but structured library of every task that needs to be staffed — with the role requirement attached, so it can be matched automatically against your resource pool.
Automatically matches open tasks against your resource pool by role, then lets you confirm or override assignments — turning two separate lists into a single staffing plan.
A live Monday-to-Sunday heatmap showing exactly how allocated every resource is on every day — instantly flagging over-allocation, weekend work, and leave conflicts before they become problems.