Command Center

Your live financial dashboard, the at-a-glance view of where your business stands right now.

Where to find it

Command Center lives inside the Financial Health page in the app, just below your health score. It’s the section called “Key Metrics.”

What’s on the dashboard

A handful of numbers chosen for your type of business, things like revenue, profit margin, cash flow, and how many months of expenses you have in reserve. Click into any one of them to see how it’s trending, a plain-language explanation of what’s behind it, and a shortcut to ask your advisor about it.

How current the numbers are

These numbers update once a day from QuickBooks. If you just connected your account or made changes in QuickBooks, it can take up to a day to show up here. Everything on this page matches what your advisor sees too.