Steps to Make Board Alive

Step 1. As a first step, add your financial accounts, be it bank accounts, credit cards, loan accounts, or cash. For each account added obtain sufficient transaction history. If you directly connect with your bank, you will automatically get 2 months history. If not, you still can upload the history by importing a CSV file from your bank or spreadsheet. After this first step, you will immediately see your net financial balance and cash flow trend.

Step 2. Next, use the records' history to create rules for your records automatic categorization and counterparty (Contact) assignment. In case a contact does not exist, add it to the list. If you want to adjust categories structure in Board, go to settings to do it. After this step, all your records will be correctly categorized into a structure that you want and assigned to your Contacts (customers, vendors, employees), allowing you to analyze operating revenues, costs, and non-operating cash flow, including your outstanding debt position.

Step 3. Now it's time to play Dashboard and customize it to fit your needs. On top, there are three Gauges that reflect your performance against standard benchmarks that you can adjust (go to Settings to do that) Then, you see some default statistics, but you are able to add many more from the charts library and change their order on the screen. You can also check the settings sections in the menu of Board for further customization of the application.

Finally, you are all set to start monitoring the performance of your business anytime and anywhere you want. Use the power of drill-downs and the flexible filtering of information to see exactly what you need.

The next big step is to start using Board for planning and forecasting your future performance. Please refer to the Planned Payments, Cash Flow Plan, and Budgets chapters of this user guide.

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