The Dashboard Menu is the key menu to review a Lean-Case project. This is why everyone invited to a project as an Editor or Viewer is being directed to the Dashboard Menu.
The dashboard has 2 sub-menus Profit&Loss and Insights
Profit & Loss
The submenu Profit & Loss shows a combined profit and loss and a cash flow statement. Here you can find all data in one place - Revenues, CogS CaC, operating expenses for headcounts and expenses. You can drill down into each total and see the data by revenue stream. At the same time, the P&L report serves as a simple simulation dashboard – you can select which revenues streams, teams and expense groups you want to include in the numbers.
The key metrics show
The submenu Insights has several tabs. You can check results of assumptions which you entered in the revenue, headcount and expense menu.
Like in any other menu, you can select for which time periods you want to check the data. You can choose between a monthly view showing 1 year, a quarterly view showing 3 years or yearly view showing 5 years. You can also browse through the periods.
Please check out the additional links in the Getting Started Box which provide more help through our help portal.