Create a dashboard
Go to Dashboards at app.tyms.io/p/dashboards.
Under Create a custom dashboard, type a Message, e.g. Create a dashboard of my revenue, expenses by category and top customers for this year. You can also attach a File.
Send it. Adam builds the dashboard and opens it.
ℹ️ Adam only builds dashboards about your financials. For problems with your data, contact support.
What you get
A title and description.
Adam (AI): a written summary of what the numbers mean.
Metric cards, e.g. Revenue, Operating expenses, Gross profit and Net profit, each with the change from last period.
Charts such as Revenue Sources, Expense Sources and Gross Profit Trend.
Update, print or reopen
Select date range: choose the period the dashboard covers.
Regenerate: tell Adam what to change ("What will you like to update this dashboard with?"), with a message or a file.
Print report: print it or save it as a PDF.
Reopen later: your dashboards are listed under Existing dashboards on the Dashboards page.
Creating and regenerating dashboards uses AI credits.