Boards

Rootshive’s Metrics and Boards provide you with powerful insights and detailed overviews of your financial health, helping you to track key metrics and achieve your financial goals.

Key Features of Metrics and Boards

1. Real-Time Metrics Tracking

Get instant insights into key metrics, such as:

• Income & Expenses: Track earnings and spending trends to manage cash flow efficiently.

• Savings Goals: Monitor progress on savings targets, retirement funds, and other financial goals.

• Debt Management: Visualize debt repayment schedules and see your remaining balance decrease over time.

• Business Metrics: For business users, access revenue, profitability, and expense metrics for a snapshot of financial health.

2. Customizable Boards

With Customizable Boards, you can design a workspace that aligns with your financial objectives. Simply select the widgets and metrics you want to display, and arrange them on your board for quick, easy access.

• Spend Management Board: Focuses on tracking expenses, budgets, and spending patterns with visual charts and AI insights.

• Income Management Board: Dedicated to income tracking, projections, and savings goal progress.

• Disbursements & Collections Board: Monitor outgoing and incoming funds, ideal for business cash flow management.

• AI-Driven Insights: Boards can also include AI-generated insights, helping you spot trends and optimize your finances.

3. Segmented Views for Data Precision

Rootshive allows you to segment data on your boards to focus on specific areas, such as:

• Time Segmentation: View data by daily, weekly, monthly, or custom date ranges.

• Category Segmentation: Drill down into categories like rent, groceries, income sources, or clients.

• Customer Segmentation: For business users, monitor customer spending behaviour, collection timelines, and engagement patterns.

4. Collaborative and Shareable Boards

Share your boards with team members or advisors for seamless collaboration, ideal for businesses that need transparent financial reporting. You can also generate shareable reports directly from your boards for quick overviews or client updates.