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Financial Dashboard

This workspace doesn’t try to replace your accountant — it gives your shop team the tools they need to stay organized day to day. With recurring bill tracking and per-vendor pricing visibility, it focuses on what actually matters to shop operations — without the clutter of full-scale accounting suites.

  • Profitability & Margin Analysis Dashboard
  • Scenario & Sensitivity Analysis Dashboard
  • Customer & Market Reports
  • Operational Efficiency Reports
  • Risk & Early Warning Reports
  • Strategic KPI Dash – High Level Exec
  • Credit Cards
  • Financial Dashboard
  • Loan Allocations
  • Accounts Receivable
  • Accounts Payable
  • Quick View CFO Indicators
  • Cash Flow Health & Forecast Dashboard

Whether you’re tracking vendor pricing, sending invoices, or analyzing monthly expenses, this workspace makes it easy to stay on top of your financial picture. It’s not a generic accounting tool — it’s built for shop owners who need fast, reliable answers about where the money’s going and why.

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