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Financial Dashboard provides an advanced analytics view with financial balance summaries, revenue trend charts, quick action cards, and a configurable dashboard definition. Route: /fa/analytics/dashboard.

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Overview

The Financial Dashboard is accessible at /fa/analytics/dashboard and requires permission fa.dashboard.view. The component (FinancialDashboardPage) fetches financial balances via useFinancialBalances(organizationId) and trend data via useFinancialTrends({ organizationId }). It also loads or seeds a dashboard definition via useDashboardDefinition and useCreateDashboardDefinition (seeded on first load if none exists). The page renders stat cards computed using mathjs (add, subtract, bignumber) for precision arithmetic, a RevenueTrendChart, and a QuickActionsCard for navigation. A PermissionGate controls access to a Settings button linking to /fa/settings.

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Who it’s for

Requires permission fa.dashboard.view.

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Before you start

  • You must have fa.dashboard.view permission.
  • The general ledger must contain posted transactions for meaningful balance and trend data.

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Steps

  1. Navigate to Finance → Analytics → Dashboard (/fa/analytics/dashboard).
  2. Review stat cards for financial balance summary.
  3. Review the RevenueTrendChart for trend analysis.
  4. Use QuickActionsCard to navigate to related modules.

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Key concepts

Finance & Revenue

Finance & Revenue core overview.

Governance & parity

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.
  • src/routes/fa.tsx
  • src/cores/fa/pages/FinancialDashboardPage.tsx