Dashboard
The Dashboard (/dashboard) is the home screen of Financeiro Inteligente. It displays a consolidated view of the organization's financial health for the selected period, including cash metrics, upcoming due dates, and a category ranking.
Filters
- Period — date range selector (current month by default). Presets: today, week, month, quarter, year.
- Company — filters all metrics for a specific company or consolidates all companies in the workspace.
Sections
Metric Cards
Four indicators for the selected period:
| Metric | Description |
|---|---|
| Income | Total receivables settled in the period |
| Expenses | Total payables settled in the period |
| Net balance | Income − Expenses for the period |
| Account balance | Current calculated balance across all active financial accounts |
Cash Flow
Bar chart grouping income and expenses by day/week/month within the period. Helps identify peaks and payment concentrations.
Top Categories
Ranking of categories with the highest outflow volume in the period. Useful for identifying where money is being spent.
End-of-Month Forecast
Projection of the balance at the end of the current month, considering current balance + pending receivables − pending payables due by month end.
Upcoming Due Dates
List of payables and receivables due in the coming days, sorted by date. Allows anticipating cash needs.
Short-Term Status
Summary of overdue documents and those due in the next 7 and 30 days, segmented by payables and receivables.