The Dashboard is SolaCount's home screen. In one page it shows profit for a period, cash, what customers owe you, what you owe suppliers, charts, the invoices and bills that need action, a SolaAI financial briefing, and quick links. Open it every day to see where the business stands.
Where to find it
- Click the SolaCount logo at the top of the rail, or Dashboard → Finance Overview.
- URL:
/dashboard.
The header reads Dashboard followed by three tags: the selected period (for example This Month), Accrual Basis, and your base currency (for example AED).
Choose the period
At the top right:
- Open the period dropdown and choose This Month (default), Last 3 Months, Year to Date, Last 12 Months or Custom Range.
- For Custom Range, pick a start and end date in the two date fields that appear. If the start is after the end, SolaCount swaps them.
- Click Apply.
The period affects profit, revenue/expense figures and the comparison with the previous period. For each choice the comparison period is: the previous month; the three months before; the same span last year (Year to Date is compared with the whole of last year); the twelve months before; or the same number of days immediately before a custom range. Cash, AR and AP balances are always as of today.
Next to the period you may see New Journal Entry and New Account, if your role allows them.
Which figures count
- Posted only. Profit, cash, AR and AP come from the posted ledger (posted, not voided, not deleted). Draft invoices and bills appear in their lists but never in dashboard exposure, collection priorities or payables.
- Base currency. Outstanding balances and totals are converted to your base currency once and shown in it. The one exception is Recent Activity, labelled "amounts in document currency".
- Opening balances posted through the wizard or migration are included.
Widgets, top to bottom
SolaAI briefing
The banner at the top greets you by name ("Hi, Name — here's what I noticed.") and gives a short Financial briefing for the period. It covers profit or loss, revenue direction, liquidity and overdue invoices. Below it is a Next best action, for example Collect AED 12,400 overdue, Review upcoming bills, Reconcile bank account, Review cash-flow plan or Explore growth opportunities. Each action opens the relevant page.
- Open full analysis opens Full financial analysis with these sections: Executive summary, Key findings, Financial metric comparison (current vs previous, change), Cash and liquidity, Receivables and payables, Risks, Opportunities, Recommended next steps and Data coverage. The header shows the period, currency and when it was updated.
- Ask SolaAI again / Refresh analysis asks for a new briefing.
- The status line tells you where the text came from: Live SolaAI analysis, Cached SolaAI analysis, or Financial summary (calculated from your figures without the AI service). If neither is available you see Analysis unavailable, with the message "The insight is temporarily unavailable. The rest of your dashboard is ready."
- With no activity yet: "No financial briefing is available. A briefing will appear when current financial activity can be analyzed."
You see the briefing only if your role can view reports, accounts, journals, invoices, bills and bank accounts. The analysis uses your organization's figures and stays inside your organization. See SolaAI.
KPI cards
Four cards. Click a card to expand its details.
| Card | Value | Expanded details | Link |
|---|---|---|---|
| Income Statement | Net profit for the period, with % change vs previous period | Period, change, Cash runway in weeks | P&L report |
| Cash & Bank | Total cash and bank balance, As of today | Balance per bank/cash account | View all (Bank Summary) |
| Accounts Receivable | Total Unpaid invoices | Overdue count and amount, top 3 customers | AR Aging Summary |
| Accounts Payable | Total Unpaid Bills | Overdue count and amount, top 3 suppliers | AP Aging Summary |
Smart alerts
Risk alerts from the analysis (for example concentration of overdue receivables) appear under the KPI cards when there are any.
Left column
| Widget | What it shows | Actions |
|---|---|---|
| Cash Flow (Last 6 months) | Monthly inflow, outflow and net. Includes an insight sentence and a comparison chip (up/down). | View report, ⋯ menu: View report, Reports overview |
| Revenue vs Expenses (Last 6 months) | Monthly revenue and expenses with insight and comparison | P&L report |
| Invoices to Chase | Posted unpaid customer invoices: Customer, Due Date, Balance Due. Overdue rows are highlighted red. | Open Invoices, ⋯: Payments received. Empty: "Nothing urgent". |
| Bills to Pay (next 7 days) | Posted unpaid bills due soon: Supplier, Due Date, Total. Overdue rows highlighted. | All Bills, ⋯: Payments made |
| Top Customers (AR) | Customers with the most outstanding: count and amount | View all |
| Top Suppliers (AP) | Suppliers you owe most | View all |
| Recent Activity | Latest receipts (+), disbursements (−) and entries, in document currency | View all |
| Recent Journal Entries | Date, Reference, Memo, Amount, Lines | View all, New Journal Entry. Empty: Create first entry. |
| Bank Accounts | Each bank/cash account and its balance | Manage, ⋯: Bank summary, Add bank account |
Right column
| Widget | What it shows |
|---|---|
| Financial Health | A health score with status, explanation and the drivers behind it. Also Insights & Patterns, Why it changed and Story views. Shown with the SolaAI briefing. |
| Low Stock Items | Items at or below their reorder point: available quantity, reorder point, reorder suggestion. Only with inventory and permission to view items. |
| AR / AP Aging | Aging chart with Receivables and Payables totals (click to open the aging reports), and Estimated cash runway: n weeks ("Based on avg. net outflow. Forecast is indicative only."). Green from 12 weeks up, amber from 6, red below. |
| Expense Breakdown | Donut chart of expenses by category for the period, with amounts and percentages |
| Tax Summary | VAT Collected, VAT Paid, Net VAT marked payable or refundable. Tax report link. |
| Quick Actions | Create Invoice, Create Bill, Post Journal Entry, Record Receipt, Record Disbursement, Import Statement. Favorite Reports: Income Statement, Balance Sheet, Trial Balance, Cash Flow, Tax Reports. |
Permissions
Each widget appears only if your role can see the data behind it:
| Widget | Needs |
|---|---|
| SolaAI briefing, Smart alerts, Financial Health | reports, accounts, journals, invoices, bills and bank accounts view |
| Invoices to Chase | sales.invoices.view |
| Bills to Pay | purchases.bills.view |
| Recent Activity | audit-log view |
| Recent Journal Entries | journals.view |
| Bank Accounts | banking.accounts.view |
| Low Stock Items | inventory.items.view and inventory enabled |
| Quick action links | Each link only if you can open its page |
If your role cannot open the dashboard at all, you see a restricted message instead.
Worked example
Al Noor Trading LLC, This Month = October 2026, base currency AED:
| Item | Figure |
|---|---|
| Posted invoices this month | AED 105,000 (100,000 + 5% VAT) |
| Posted bills this month | AED 63,000 (60,000 + 5% VAT) |
| A draft invoice of AED 20,000 | Not counted anywhere on the dashboard |
| Income Statement | AED 40,000 net profit (revenue 100,000 − expenses 60,000, excluding VAT) |
| Tax Summary | VAT Collected 5,000, VAT Paid 3,000, Net VAT 2,000 payable |
| A USD 1,000 invoice at rate 3.6725 | Counted as AED 3,672.50 in AR |
Tips
- Charts load just after the page appears. A grey skeleton shows until they are ready.
- The briefing doesn't block the page. If SolaAI is slow or rate-limited ("Insights are busy right now. Please try again shortly."), everything else still works.
- The layout follows your language. In Arabic it is right-to-left.
Common problems
- "An invoice I created isn't in AR." It is still a draft. Post it.
- "Numbers differ from a report." Check the period and that the report uses the same basis and date. Dashboard cash and AR/AP are as of today.
- "A widget is missing." Your role lacks the permission, or the feature (inventory, for example) isn't in your plan.