Dashboard Tables are useful tools for displaying a lot of numerical data. They are often used for showing summaries of monthly, quarterly or annual performance, or comparing Budgets to Actuals. In this example, we create a Summary Table to highlight the key areas of your Profit and Loss statement, followed by your bank balance.
1. Create a Table
Navigate to your dashboard to create a table. Select Add a Table at the bottom of the page.
2. Name the Table & Select Type
Flightpath has two types of tables: Simple, which is best suited for displaying the same data over time - usually a summary of Profit and Loss or Balance Sheet statements.
3. Select Time Period
Next, select the Report Period for your data. The default Date Range the year 2019 displayed monthly, but let's change it to the first four months of the year:
4. Add Rows
Now, we add some data. Select Add a Row from the bottom of the page.
You should see a default account appearing:
5. Edit Row Accounts & Add More
You can now edit the existing row from the sidebar on the right. Start by selecting the desired account you want to display under Account Name. The Row Name will be pre-filled with the Account's Name, but you can edit it as needed.
In this example, we have added all of the top-level Profit and Loss accounts, in addition to the sum of all bank accounts. It's a handy high-level summary of what's going on in your company.
If you like to create headings, like the Cost of Revenue below, you can select the Empty Row setting from the sidebar.
Similarly, if you want to bold the Cost of Revenue total and add a top border, you can add those from the formatting pane in the sidebar.
7. Save and Close
Save and Close from the bottom right, and your Summary Table should look something like this: