Customise Dashboard


The Dashboard will give you most important information needed to achieve one or more objectives; consolidated and arranged on a single screen so the Information can be monitored at a glance. The Surfboard will give you all the information about the chart of accounts at a glance.  


To customise your dashboard, you just to scroll to the bottom of the page and click on Customise Dashboard


You can select the Drop down and check to the option “Show at startup” to view the Dashboard. To customise you need to select the Key Figures; Charts and the Tables as per the business need. You can include and exclude the option by selecting the fields as mentioned above.  


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