Viewing the Sales Dashboard and Analytics
Overview
The Analytics tab provides charts and financial insights that give you a high-level view of your business performance. Summary cards display key metrics at a glance, while charts help you identify trends and patterns over time. Use this data to make informed decisions about your business operations and financial planning.
Before You Begin
- You must have an active StartGlobal account with a registered company.
- Your transactions should be synced and categorized for the analytics to reflect accurate data. See the Managing Transactions guide if you have uncategorized transactions.
- Navigate to Accounting in your dashboard sidebar.
Step-by-Step Instructions
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Open the Analytics tab.
What to do: Click Accounting in the sidebar, then select the Analytics tab from the available tabs (Federal Tax, Books, Transactions, Analytics, E-commerce Connections, Sales Tax Dashboard).
What you will seeA dashboard view with summary cards and charts displaying your financial data.
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Review summary cards.
What to do: Look at the summary cards at the top of the Analytics page.
What you will seeKey financial metrics presented as cards, each showing a metric value and label. These may include revenue, expenses, net income, and other business performance indicators.
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Explore financial charts.
What to do: Scroll through the charts section to view visual representations of your financial data.
What you will seeCharts showing trends such as income vs. expenses over time, revenue breakdowns by category, and other financial insights. Charts may include bar charts, line graphs, or pie charts depending on the data available.
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Analyze trends and patterns.
What to do: Hover over data points on the charts to see specific values. Look for upward or downward trends that may indicate growth or areas needing attention.
What you will seeTooltips with exact values for each data point. Visual trend lines help you understand the direction of your business performance.
What Happens Next
- The Analytics tab updates as new transactions are synced and categorized.
- Regularly reviewing your analytics helps you stay on top of your financial health.
- Use the insights to plan for tax obligations, manage cash flow, and make strategic business decisions.
- For a deeper analysis, consult with your StartGlobal bookkeeper or tax advisor.
Frequently Asked Questions
Troubleshooting
| Problem | Solution |
|---|---|
| Summary cards show zero values | Ensure your transactions are synced and categorized. If you recently connected your bank account, allow time for transactions to import and then categorize them. |
| Charts are not loading | Refresh the page. If the issue persists, try clearing your browser cache or using a different browser. |
| Data seems inaccurate | Verify that your transactions are correctly categorized. Miscategorized transactions will lead to incorrect analytics. Review the Managing Transactions guide. |
| Analytics tab is not visible | Ensure you are navigating through the Accounting section tabs. The Analytics tab is one of six tabs available under Accounting. |
Summary cards show zero values
Ensure your transactions are synced and categorized. If you recently connected your bank account, allow time for transactions to import and then categorize them.
Charts are not loading
Refresh the page. If the issue persists, try clearing your browser cache or using a different browser.
Data seems inaccurate
Verify that your transactions are correctly categorized. Miscategorized transactions will lead to incorrect analytics. Review the Managing Transactions guide.
Analytics tab is not visible
Ensure you are navigating through the Accounting section tabs. The Analytics tab is one of six tabs available under Accounting.
Need more help?
Our support team is available to help you with any questions about your StartGlobal account.