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
Main Dashboard High-level overview of group results — revenue, profit, cash position, and key KPIs
Profitability Dashboard Revenue, margins, and profit analysis across entities and periods
Asset Dashboard Key asset metrics, balances, and movements
Debt Management Dashboard 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
Entity level Results for a single entity in its own base currency
Group level 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
Global Reporting Period 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)
Chart-Level Period Filter 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
Widgets Charts, tables, and KPIs displayed as tiles across the dashboard canvas
Drill-Downs Click into any widget to see a detailed breakdown — for example, click a revenue figure to see revenue by entity
Refresh Click the Refresh button to pull the latest synced data into the dashboard without waiting for the next automatic sync
💡 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
Main Dashboard Daily health check — overall group performance at a glance
Profitability Dashboard Monthly management reviews — measuring revenue growth and margin trends
Asset Dashboard Tracking asset balances, growth, and allocation across entities
Debt Management Dashboard Reviewing liabilities, loan positions, and repayment schedules