Step 1: Choose Your Dashboard Creation Method
On the "Create dashboard" screen, you will be presented with two choices:
Recommended Dashboard: This is the fastest way to get started. Veltrix AI will automatically create a dashboard based on your company's data and the metrics extracted from your documents. This option is perfect for a quick, comprehensive overview.
Create Your Own Dashboard: For those who want more control, this option provides a blank canvas to build a dashboard from the ground up. You can select and arrange the metrics that matter most to you.
Step 2: Building Your Dashboard
The interface will adapt based on your choice in the previous step.
If you chose "Recommended Dashboard":
Veltrix will pre-populate a dashboard with a selection of high-priority metrics, for instance "Gross Profit Margin," "Burn Rate," and "Revenue Growth Rate."
You can easily customize this recommendation. On the left, you will see a list of Suggested and Available Metrics.
To add a metric, simply drag it from the left panel and drop it into an empty slot on the dashboard.
To remove a pre-selected metric, uncheck the box at the top right of its card.
If you chose "Create Your Own Dashboard":
You will start with a blank grid layout that says "Drop metrics here."
On the left-hand side, you will find a list of all Available Metrics extracted from your documents (e.g., Gross Margin, Burn Rate, Runway, CAC).
Simply drag the metrics you want to track from the list and drop them onto the empty slots on the dashboard canvas.
Once you have arranged your desired metrics, click "Continue" to generate the dashboard. You can also choose to "Create empty Dashboard" if you wish to configure it later.
Step 3: Interacting with Your Live Dashboard
Once your dashboard is created, you can begin to analyze and customize it.
View Your Data: The dashboard will display your selected metrics as charts and key figures, such as "Cumulative Income" or "Net Cash Flow."
Customize the Layout: Use the "Edit Layout" and "Add / Remove" buttons at the top to make further adjustments to your dashboard's appearance and content.
Chat with Veltrix AI: The real power of your dashboard comes from the Veltrix AI chat interface on the right-hand side. You can ask questions and give commands in plain English to dynamically interact with your data.
Ask for insights: Type questions like, "Summarize this data" or "Show me a chart of our net cash flow."
Customize visuals: Give commands such as, "Change the chart color" to modify the dashboard's appearance.
Drill down into details: The AI can help you explore specific data points and understand the story behind the numbers.
Step 4: Managing and Adding More Dashboards
Your Veltrix account is not limited to a single dashboard. You can create multiple dashboards to track different projects, departments, or financial scenarios.
Access Your Dashboards: You can view all of your created dashboards by navigating to the My Dashboards tab from the main menu.
Dashboard Overview: This page provides a high-level overview of all your dashboards. Each one is displayed as a card, showing a preview of its key metrics (e.g., "Net Revenue (New Dashboard)" displaying "Cash Inflow").
Add a New Dashboard: To create another dashboard, simply click the "Add Dashboard" button in the top-right corner or click on any of the empty "Add" slots on the page. This will take you back to the "Create dashboard" process, where you can once again choose between a recommended or custom build.