Financial Dashboard Overview

The Financial Dashboard is your central hub for managing all income and expenses in Cattle360. It gives you a real-time snapshot of your operation's financial health.

What You'll See

When you open the Financial Dashboard, you'll see four summary cards across the top:

  • Income — Total income for the selected date range. Click this card to filter the view to income transactions only.
  • Expenses — Total expenses for the selected date range. Also shows how many expenses are missing a receipt.
  • Net — Your net profit or loss (Income minus Expenses). Displays in red when negative.
  • Needs Review — A count of transactions that may need attention, such as missing receipts or uncategorized entries. Click to jump to the review queue.

Quick View Buttons

Below the summary cards, you'll find quick view buttons to instantly filter your transactions:

  • All — Shows all transactions.
  • Income — Shows only income entries.
  • Expense — Shows only expense entries.
  • Needs Review — Shows transactions that need attention.
  • Missing Receipt — Shows transactions without an attached receipt.
  • Uncategorized — Shows transactions without a category assigned.
  • Large — Shows transactions over $1,000.

Insight Cards

The dashboard overview also displays insight cards that highlight trends:

  • Top Categories — Your highest spending categories. Click any category to filter by it.
  • Top Vendors — Your most frequently used vendors. Click to filter.
  • Needs Review — A breakdown of missing receipts, uncategorized transactions, and total items needing review. Click Open Queue to see all items.
  • Large Transactions — Highlights transactions over the threshold amount. Click Show All to view the full list.

Primary Actions

From the dashboard, you can:

  • Add Transaction — Opens the transaction form to record new income or expenses.
  • Add Receipt — Opens the receipt form to upload and scan a receipt.
  • Profit & Loss — Opens the category-based Profit & Loss report.
  • Profitability — Opens the group/tag-based Profitability report.
  • Filter — Change the date range for all dashboard data.

Mobile View

On mobile devices, the dashboard displays transactions as cards instead of a table. A floating action button (FAB) in the bottom-right corner gives you quick access to:

  • Add Transaction
  • Add Receipt
  • Add Vendor
  • Add Category