Dashboards tab

Modified on: September 4, 2026

The “Dashboards” tab allows you to analyze the company’s financial results through customizable dashboards. Each dashboard can contain up to four indicators at a time.

Depending on the type of indicator selected, different templates are available to facilitate data interpretation. Indicators are grouped into three categories, all accessible from the “Dashboards" menu.

Indicator categories

There are four main indicator categories: Custom, Balance, Operation results, and Dairy. Each category belongs to one or more of the following types: Editable or Preconfigured.

Editable :

Financial indicators expressed in monetary units ($).
Users can create their own indicators, allowing for complete customization of dashboards.

Preconfigured :

Financial indicators provided by default.
Expressed in monetary units, percentages, rates, factors, or ratios.
They cannot be modified by the user.

The Custom category includes editable indicators that users can create and customize according to their needs.

The Balance and Operation results categories include predefined indicators that are automatically generated by the system and cannot be modified.

Create a Custom indicator

From the Custom submenu, select “New indicator” under a tile you have created to create your own indicators.

Indicators can be configured using different tracking modes, each providing a specific way of interpreting accounting and operational data. These modes determine how data is grouped, filtered, and displayed in dashboards.

Types of Financial indicators

Types of indicators available for configuring financial indicators:

Account follow-ups
Uses one or more accounts from the Aleop chart of accounts. This mode is suitable for detailed tracking by accounting item. Some chart types allow multiple accounts to be selected.

Grouping follow-ups
Bases the analysis on predefined groupings of Aleop accounts. Ideal for grouping and comparing similar accounting items in a summarized format.

Company follow-ups
Provides an overview by grouping all revenues, expenses, or both on a single chart for a defined period. This allows for an overall assessment of the company’s financial health.

Module follow-ups
Allows you to track financial results associated with a specific Aleop module. This mode is suitable for analyzing the performance of an activity or business segment based on the data available in the selected module.

Operating benefits
Allows you to track the evolution of the company’s operating profit over a defined period. This mode provides a summarized view of the profitability of the company’s activities by relating operating revenues to operating expenses.

Type of Balance indicators

Types of indicators available for configuring balance indicators:

Immobilization
Uses the accounts associated with the company’s fixed assets. This mode is suitable for tracking the value of the company’s long-term assets over a defined period.

Immobilization with depreciation
Takes depreciation of fixed assets into account to track changes in their net value over a defined period.

Supplier accounts
Uses supplier accounts to track amounts owed to the company’s suppliers and their evolution over a defined period.

Liquidities
Groups cash accounts to provide an overview of the funds available to the company over a defined period.

Working capital
Compares current assets and current liabilities to track the company’s ability to meet its short-term financial obligations.

Cockpits management

Cockpits are groups of indicators within the same categories. Several cockpits are available by default, but you can create new ones or perform actions on existing cockpits.

Financial data begins to appear in the charts as soon as an accounting document has been validated. The indicators displayed are calculated based on data processed through Aleop and the accounting software. They therefore provide a reliable decision-support tool, provided that the accounting records are up to date.

From the Custom submenu, click the gear icon to display the menu.
Click Cockpit Management.
To edit the information for a cockpit, click the corresponding pencil icon.
To add a new cockpit, click the plus icon.
You can edit the Name and determine whether the cockpit is Active or not.
Click Save to confirm the changes to the selected cockpit or to add a new cockpit.

Note: You can modify the order in which cockpits appear, as well as their titles, at any time. To remove a cockpit from the display without deleting it, simply uncheck the Active field.

Other options are also available to maximize the use of data provided by the indicators:

Color management :
Allows you to adjust the chart colors to improve readability, distinguish between the elements being compared, or harmonize the display with other visual materials.

Print :
Allows you to print the indicator’s table or chart directly for sharing or paper archiving purposes.

Export (PDF) :
Generates a PDF version of the indicator as displayed on screen, including titles, axes, and the legend. Useful for integrating into reports or presentations.

Export (JPEG) :
Produces a JPEG image of the chart, ideal for quick visual use or sharing by email.

Indicator management

When modifying an existing indicator, the initial chart type cannot be changed. In other words, the visual selected when the indicator was created remains fixed and determines the options available when editing.

However, certain parameters that affect the indicator’s display and content can be adjusted. The following elements can be modified:

Grouping: for example, changing from revenue to expenses or to another relevant category based on the available data.
Interval: modifying the time range covered by the indicator (e.g., from January 1 to March 31).
Dates: adjusting the frequency or granularity of the data (monthly, annually, etc.).
Rename: changing the name to improve readability or allow for more logical organization within the dashboard.
Variable: adding a variable to divide the displayed values by a reference value, with automatic conversion based on the indicator’s period.

Indicator display

After selecting the indicator type, you must choose the display type for representing the data.

Note: The available display types may vary depending on the selected indicator templates.

Interval variation

The "Interval variation" display template is compatible with all tracking types applicable to financial indicators.

This display mode presents information in the form of gauges. Three types of gauges are available:

Circular gauge: similar to a gauge or meter, it provides an immediate visual representation of the level reached relative to a target.
Vertical gauge: displays the evolution of the value on a linear scale, from bottom to top.
Horizontal gauge: similar to the vertical gauge, but oriented from left to right. This can be useful for certain visual comparisons depending on the dashboard layout.

This display is particularly useful for assessing an operational situation against a quantified target or established budget. It is well suited to contexts such as:

Tracking expenses by category (e.g., veterinary expenses, fuel)
Monitoring a project budget, such as for a construction project or a planned acquisition

The gauge allows you to visualize the difference between the actual value and the target value, highlighting the level of achievement or the extent to which the defined objectives have been exceeded.

Period comparison

The "Period comparison" display template is compatible with all tracking types available for financial indicators.

This display mode allows you to visualize data in two graphical formats:

Histogram (bars)
- Variation: highlights changes from one period to another.
- Balance evolution: shows the progressive accumulation of values over time.
Line
- Variation: displays periodic increases and decreases as a smooth line.
- Balance evolution: allows you to track the continuous progression of an indicator over multiple periods.

Le choix du format dépend du type d’analyse souhaité :

Histograms are generally more effective for representing point-in-time variations between periods, making it easier to compare values directly.
Lines are better suited for visualizing cumulative trends, emphasizing the overall evolution of a balance or indicator over time.

This template is particularly useful for tracking performance indicators, financial flows, or recurring budget items.

Results breakdown

The "Results breakdown" display template is available for all tracking types. It allows you to analyze the composition of an indicator, generally broken down by account or supplier, depending on the selected parameters.

This type of visualization highlights the distribution of data using several graphical formats.

Pie chart: provides an intuitive view of the proportions between different components.
Bar: displays data as stacked segments on a single bar, making it easier to compare categories.
Donut: a variation of the pie chart with a central opening, often used to create a cleaner visual presentation.
Radar: provides a multidimensional view that is useful for comparing several categories across a set of axes.

The pie chart or stacked bar chart format is particularly well suited when the goal is to clearly visualize the distribution or breakdown of an expense or revenue item.

This template is often used to:

Identify the dominant items within an expense category.
Compare the relative contribution of different accounts or suppliers.
Visualize changes in distribution over time or between entities.

12 months moving sum

The "12 months moving sum" display template allows you to track the evolution of a value by compiling the 12 months preceding and including the displayed month. Each bar therefore represents a 12-month period that progressively moves forward over time.

For example, a bar corresponding to January 2026 compiles data from February 2025 to January 2026. The following bar, corresponding to February 2026, compiles data from March 2025 to February 2026.

This template is particularly well suited for:

Comparing the evolution of results from one 12-month period to the next.
Tracking the evolution of a value over a rolling 12-month period.
Smoothing out variations associated with a specific month.

Year on year comparison

The "Year on year comparison" display template allows you to compare data from the same source across 2 or 3 different years. The selected date ranges are reproduced for the current year as well as previous years, making it easier to compare results.

This template is particularly well suited for:

Analyzing annual trends and variations in a value.
Comparing the evolution of an account or data source from one year to the next.
Identifying differences between the same periods across different years.

Data display settings

Data display options are based exclusively on the main accounts in the chart of accounts.

Presentations with a single selectable account:

Applicable to the following templates:

Interval variation
Results breakdown

These visualizations are based on a targeted analysis and therefore only allow one account to be displayed at a time.

Presentations with multiple selectable accounts:

Only available for the following template:

Period comparison

This mode allows for a comparative view of multiple accounts, making it easier to analyze the evolution of financial items over time.

Date and period selection

After defining the desired display, you must configure the time interval over which the data will be analyzed. Seven types of periods are available.

Last 7 days
Last 31 days
Last 12 months
Last X months (the number of months of your choice)
Current financial year
Previous financial year
Interval (the period of time between two specific dates)

These options allow you to adjust the granularity of the analysis according to your operational or financial needs.

Single-selection displays without a category

The following templates do not require a category or multiple selection:

Accounts payable
Liquidities
Working capital

For these visualizations, only one indicator can be selected at a time, as they are based on predefined groupings focused on the company’s financial position.