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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:
- Introduction to pre-set dashboards
- How to copy existing dashboards
- Producing dashboard PDFs and adding them to your report bundles
- Overview of custom dashboards (Premier only)
- Build your own custom dashboard
- Learn dashboard terminology
- Set up data sources to include business units and multiple organisations
- Choose different graphs and data sources
- 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:
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.