Administrator dashboard
The dashboard is the central hub where you can find the most important information regarding your account: your company's VAT position, the return statuses, and the task statuses.
The dashboard is the first screen you see when you log in to your account. To return to it at any time, just choose Dashboard on the side menu.
Note: VAT position is the difference between input VAT and output VAT. It is calculated by subtracting the total VAT collected on sales from the total VAT paid on purchases and expenses.
Dashboard Filters
On the Dashboard, you can filter data by country, company, date range, and currency.
Available filters:
- Country
- Choose a specific country or all countries.
- Company
- Choose a specific company or all companies.
- Date From
- Choose a start date in the filter.
- Date To
- Choose an end date in the filter.
- Currency
- The different currencies available for your company.
Note:
When you select a different currency, all amounts are converted based on the latest ECB rates, purely for data visualization purposes.
Available Widgets
Available widgets, which show different data depending on the selected filters:
- Global View
- This is a world map that can be zoomed if you click the map and scroll up or down in the mouse wheel. If you click a country, you can see its VAT position in relation within the selected period. Each country available in the currently selected filter is represented by different tones of green, yellow, and red colors, depending on the VAT position, as shown in the legend below the map.
- Return Status
- See how much of your returns are completed, on track, at risk, or late. To view the Return Status report, select Report.
- Task Status
- View the status of all tasks by team member. To view the Task Status report, select Report.
Tip: To see the most updated data on the dashboard, click Refresh, which reloads the data, while keeping whatever filters you have selected.