Understand your Dashboard
You can become more acquainted with the features and options available on your Rootshive dashboard by reading this page.
Last updated
You can become more acquainted with the features and options available on your Rootshive dashboard by reading this page.
Last updated
Welcome to your Rootshive Dashboard! This is your financial command centre, where you can see an overview of your finances, monitor your progress toward goals, and access key insights—all in one place. Plus, you can tailor it to fit your unique financial needs by using the Customize Dashboard feature.
Rootshive makes it easy to create a Dashboard that works for you. Instead of dragging or adding individual widgets, you can simply select a Dashboard View tailored to your preferred features. Here’s how:
Click on “Customize Dashboard” At the top of the Dashboard, click Customize Dashboard to open the view options.
Choose Your View Select the view type that best suits your needs. Each view offers a unique layout and a set of features designed to support different financial goals. For example:
Spend Focused: Emphasizes tools for tracking expenses, budgeting, and analyzing spending patterns.
Income Focused: Highlights income management, financial projections, and goal progress.
Disbursement
Full Financial View: Provides a balanced overview of income, spending, and goal tracking.
Spaces: Easily switch between personal and business accounts.
Disbursements & Collections: Tools for managing cash flow, incoming collections, and outgoing disbursements.
Client Insights: Access data on client payments, invoicing, and business-specific financial insights.
AI-Driven Insights: Rootshive’s AI insights to guide business spending and income allocation.
Save and Explore Once you’ve chosen your view, click Save to set it as your default Dashboard. You’ll now see a layout specifically tailored to the areas you want to focus on.
Customizing your Dashboard with a tailored view keeps you focused and saves time. By centring the Dashboard on the features most relevant to your financial goals, you’ll have quick access to insights, updates, and tools that support your financial journey.
Set up your ideal Dashboard today, and take the next step in achieving your financial objectives with a Rootshive experience built around you!
