> ## Documentation Index
> Fetch the complete documentation index at: https://docs.encoreos.io/llms.txt
> Use this file to discover all available pages before exploring further.

# Finance & Revenue Dashboard

> Finance & Revenue module overview page with stat cards, financial summary, pending approvals, budget alerts, cash position, and AR aging summary widgets.

Dashboard is the Finance & Revenue module overview page, displaying key financial stats and a collection of lazy-loaded widgets covering financial summary, pending approvals, budget alerts, cash position, and AR aging. Route: `/fa/dashboard`

## Overview

The dashboard fetches summary statistics via `useFADashboardStats` to populate four stat cards: Total Accounts (active GL accounts), Active Funds, Departments (cost centers configured), and Open Periods/Current Period (fiscal periods), plus Open Journals. Navigation shortcuts link to `/fa/accounts`, `/fa/funds`, `/fa/departments`, `/fa/periods`, and `/fa/journal-entries`. A `QuickActionsSection` is rendered. Five lazy-loaded widgets are rendered inside `Suspense` with skeleton fallbacks: `FAFinancialSummaryWidget`, `FAPendingApprovalsWidget`, `FABudgetAlertsWidget`, `FACashPositionWidget`, and `FAAgingSummaryWidget`.

The root `/fa` route redirects here.

## Who it's for

Access follows your organization's role and module configuration. ## Before you start

* No prerequisites. The dashboard is the default landing page for the FA module.

## Steps

<Steps>
  <Step title="Navigate to the dashboard">
    Go to `/fa/dashboard` or `/fa` (redirects here).
  </Step>

  <Step title="Review stat cards">
    The four stat cards show current counts for GL accounts, funds, fiscal periods, and open journals.
  </Step>

  <Step title="Review widgets">
    Widgets load asynchronously. Each provides a summary view with links to detail pages.
  </Step>

  <Step title="Use quick actions">
    The `QuickActionsSection` provides shortcuts to common FA tasks.
  </Step>
</Steps>

## Key concepts

* **`useFADashboardStats`** — Hook fetching counts for the four stat cards (accounts, funds, departments/cost centers, fiscal period).
* **`FAFinancialSummaryWidget`** — Lazy-loaded financial summary widget.
* **`FAPendingApprovalsWidget`** — Lazy-loaded pending approvals widget.
* **`FABudgetAlertsWidget`** — Lazy-loaded budget alerts widget.
* **`FACashPositionWidget`** — Lazy-loaded cash position widget.
* **`FAAgingSummaryWidget`** — Lazy-loaded AR aging summary widget.

## Related

<Columns cols={2}>
  <Card title="Finance & Revenue" icon="building-columns" href="/fa/overview">
    Finance & Revenue core overview.
  </Card>

  <Card title="Governance & parity" icon="scale-balanced" href="/governance/index" />
</Columns>

<Note>
  This page documents shipped product behavior. It is not medical, legal, or
  billing advice. Verify against your organization's policies and applicable
  regulations before using it for clinical, compliance, or billing decisions.
  Protected health information (PHI) shown in the product is governed by your
  tenant's access controls and is never exposed in this documentation.
</Note>

<Accordion title="Documentation sources">
  * src/routes/fa.tsx
  * src/cores/fa/pages/FAOverview\.tsx
  * src/cores/fa/hooks/useFADashboardStats.ts
  * src/cores/fa/components/dashboard/FAFinancialSummaryWidget.tsx
  * src/cores/fa/components/dashboard/FAPendingApprovalsWidget.tsx
  * src/cores/fa/components/dashboard/FABudgetAlertsWidget.tsx
  * src/cores/fa/components/dashboard/FACashPositionWidget.tsx
  * src/cores/fa/components/dashboard/FAAgingSummaryWidget.tsx
</Accordion>