What this article covers: How to navigate and use BrizoConsol's built-in dashboards — switching between dashboards, changing the reporting period, drilling into widgets, and switching between entity and group views.

1. Accessing Dashboards

Select Dashboard from the left navigation. BrizoConsol includes four built-in dashboards available immediately — no setup required:

Dashboard What it shows
High-level overview of group results — revenue, profit, cash position, and key KPIs
Revenue, margins, and profit analysis across entities and periods
Key asset metrics, balances, and movements
Liabilities, loans, and repayment tracking

Switch between dashboards at any time by clicking them in the left navigation. You can also create your own custom dashboards — see Customizing Dashboards.

2. Switching Between Entity and Group View

Use the organisation selector in the top-left corner to choose what you are viewing:

View What it shows
Results for a single entity in its own base currency
Consolidated results across all entities in the group, in the group reporting currency

3. Changing the Reporting Period

There are two ways to control the period shown on a dashboard:

Control What it does
Located at the top of the screen — sets the primary reporting period for the entire dashboard (e.g. switch from March 2025 to April 2025)
Each individual chart also has its own period filter — options include Last 6 Months, Last 12 Months, Year vs Last Year, and custom date ranges. Use these to analyse specific trends while keeping the global period consistent.

4. Dashboard Layout & Navigation

Element How it works
Charts, tables, and KPIs displayed as tiles across the dashboard canvas
Click into any widget to see a detailed breakdown — for example, click a revenue figure to see revenue by entity
💡 Tip: Click the star icon on any dashboard to pin it to your left navigation for quick access on every login.

5. Common Use Cases

Dashboard Best used for
Daily health check — overall group performance at a glance
Monthly management reviews — measuring revenue growth and margin trends
Tracking asset balances, growth, and allocation across entities
Reviewing liabilities, loan positions, and repayment schedules

Related Articles

Customizing Dashboards Scheduling Dashboards, Reports & Insight Packages Viewing Reports Viewing Pulse Metrics Creating & Configuring an Insight Package