> ## 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.

# Financial Dashboard

> View advanced financial analytics including balances, trends, and key performance indicators in Finance & Revenue.

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`.

## 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 permission `fa.dashboard.view`.

## Before you start

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

## 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.

## 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

<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/FinancialDashboardPage.tsx
</Accordion>