Loading Events

« All Events

  • This event has passed.
Event Series Event Series: Dashboard Basics

Dashboard Basics

2 May @ 11:00 am - 11:30 am AEST

Calxa Dashboard Basics

Now that you have signed up for Calxa, it’s time to get started. The Dashboard Basics webinar is aimed at helping you set up your first dashboards.

The best part is that you can learn at the comfort of your own desk.


Learn About

This 30-minute Dashboard Basics Webinar will introduce you to dashboard reporting. The session includes:

  1. Introduction to pre-set dashboards
  2. How to copy existing dashboards
  3. Producing dashboard PDFs and adding them to your report bundles
  4. Overview of custom dashboards (Premier only)
  5. Build your own custom dashboard
  6. Learn dashboard terminology
  7. Set up data sources to include business units and multiple organisations
  8. Choose different graphs and data sources
  9. Navigation of the Dashboard Manager

After this session, you will be able to work with the existing pre-set Dashboards. And, you will have the foundations to go ahead and customise boards to suit your needs.



Who Should Attend the Dashboard Basics Webinar

Anyone can attend the Dashboard Basics Webinar. If you who want to learn how to deliver insights via dashboards using Calxa and has:

  • Signed Up for a Trial
  • Just bought Calxa
  • Joined a Finance Team or Practice using Calxa



Learning Calxa

We understand everyone learns differently. If you are at the beginning of your Calxa journey, we give you different learning options.


Getting Started Webinars

Make sure to register for these weekly webinars.

Tuesdays: Reporting Basics

Wednesdays: Budgeting Basics

Thursdays: Cashflow Basics 


One-on-One Session

If you want us to review your set up or discuss your specific requirements, simply book a 20-min session with our team:

Calendar for people exploring Calxa with a Trial

Calendar for existing Calxa customers


Online Resources

If you prefer to set your own time and pace, check out our learning resources:

Getting Started Page

Calxa Resources

Help Centre

Video Tips



About Calxa

Calxa saves time for Businesses, Not-For-Profits and Accountants by automating budgeting, cash flow forecasting, group consolidations and KPIs, intelligently. Most importantly, integrating with main-stream accounting systems like Xero, QuickBooks Online and MYOB are key to saving time. Equally, the professional presentation of your management reports will impress your boss, the board, clients and bank manager. You can use Calxa for short or long-term projections, scenario modelling, grant acquittals, program budgets and tracking of cost centre performance. Good financial reporting will help your organisation and key stakeholders make better decisions.




2 May
11:00 am - 11:30 am
Event Category:


At Your Desk


1800 733 149