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Your dashboard: a snapshot of your business

The dashboard is the first thing you see in Tyms: quick actions, your bank balances and the key numbers for your business.

Dashboard

What's on it

  • What would you like to do? Shortcuts such as Send invoice, Record bills, Upload bank statements and Watch demo video.

  • Bank Accounts: each bank's Tyms Balance next to its Bank balance, with a trend chart. Click Manage banks to open Banking.

  • Business overview: cards with your key metrics, such as revenue, expenses, net income, receivables aging, working capital and cash balance.

Change the period or branch

At the top of Business overview:

  • Period: choose Month to date, Quarter to date, Year to date, Last 6 months, Last year to date or Two years to date.

  • Branch: show All branches or just one.

Overview filters

Customise the cards

  1. Click Customize.

  2. Drag cards to reorder them, or click ✕ to remove one.

  3. Click Add widget and choose a metric:

    • Cash: Cash Inflow, Cash Outflow, Net Burn, Gross Burn, Runway

    • Profit: Gross Profit, Gross Profit Margin, EBITDA, EBITDA Margin, Net Profit Margin, Operating Revenue, Operating Expenses, Cost of Goods Sold

    • Position: Assets, Liabilities, Equity, Current Ratio, Quick Ratio, Debt to Equity Ratio, Return on Assets, Return on Equity

    • Inventory: Inventory Balance, Average Inventory, Inventory Turnover Rate

    • Top lists: Top Expenses, Top Customers, Top Vendors, Top Items

  4. Click Save.

    Add widget
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