Financial Dashboard provides an advanced analytics view with financial balance summaries, revenue trend charts, quick action cards, and a configurable dashboard definition. Route: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.
/fa/analytics/dashboard.
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.
Who it’s for
Requires permissionfa.dashboard.view.
Before you start
- You must have
fa.dashboard.viewpermission. - The general ledger must contain posted transactions for meaningful balance and trend data.
Steps
- Navigate to Finance → Analytics → Dashboard (
/fa/analytics/dashboard). - Review stat cards for financial balance summary.
- Review the
RevenueTrendChartfor trend analysis. - Use
QuickActionsCardto navigate to related modules.
Key concepts
| Concept | Description |
|---|---|
useFinancialBalances | Hook fetching balance figures for the org |
useFinancialTrends | Hook fetching revenue/expense trend data |
RevenueTrendChart | Chart component visualizing financial trends |
useDashboardDefinition | Hook managing the per-org dashboard layout configuration |
mathjs (bignumber) | Used for precision arithmetic in balance computations |
Related
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.
Documentation sources
Documentation sources
- src/routes/fa.tsx
- src/cores/fa/pages/FinancialDashboardPage.tsx