Loopfour
Dashboards

Dashboards: track results

Understand what a dashboard is in Loopfour, where its charts and figures come from, and how it stays in step with the tables behind it.

A dashboard is a page of charts, figures and summary tables that you build by asking in chat. Each figure reads from one of your Loopfour tables, so when a workflow adds or changes rows, the dashboard shows the new numbers the next time it loads. Think of it as a management report pack that keeps itself up to date.

Dashboards live under Dashboards in the Studio sidebar.

  1. TriggerA workflow runs
    For example, it reads open invoices from your accounting system.
  2. StepRows land in a table
    The workflow adds or updates one row per invoice.
  3. StepYou ask chat for a chart
    "Show open receivables by aging bucket."
  4. OutputThe chart is saved to a dashboard
    It reads the table again each time the dashboard loads.

How it works

  • Figures come from tables. Each chart, figure and summary table reads straight from a Loopfour table. A figure cannot hold a number typed in by hand. If the numbers are not in a table yet, put them in one first.
  • Chat builds the charts. You describe what you want to see. Chat picks the table, the chart type and the formatting, shows you a preview, and saves it when you ask. See Build a dashboard with chat.
  • A dashboard is a stack of sections. Each saved chart, or group of charts, is one section. You can rename, reorder or remove sections.
  • Filters apply on the page. A section can carry a period picker (month to date, year to date, last 12 months and so on) or a search box. Changing it reloads the figures, and a period you pick in one section also applies to the other sections on the page.
  • You choose who sees it. Keep it to yourself, share it with your whole company, invite named people, or create a public link. See Share a dashboard.

What you see on a dashboard

  • A title on each chart, with an info icon when the chart has a written definition, such as "Open AR excludes credit notes".
  • A short line under the title for the period, currency and basis, where the chart sets them.
  • Export on a chart or table, to download its rows as a CSV file.
  • Open data, to jump to the table the figure reads from.
  • Stale, when the latest load failed and the chart is showing the last figures it loaded.
  • Partial, when a table was too large to load in full for that chart.

What Loopfour does and does not do

  • It reads the tables you already have. It does not pull figures from your accounting system on its own; a workflow puts them in a table first.
  • It shows amounts in the currency you set. It does not convert between currencies.
  • A dashboard holds up to 40 sections.
  • Only the person who created a dashboard can edit or share it. Everyone else it is shared with sees it read-only.

Next

Build a dashboard with chat

Ask for a chart, adjust it and save it.

Share a dashboard

Share with your company, named people or a public link.

Charts and tables you can use

Pick the chart that answers your question.

Files: documents your workflows use

Upload documents to Files, find them again later and reuse them in workflows, such as a contract a workflow reads or a report it creates.

Build a dashboard with chat

Ask chat for a chart of your data, adjust what it shows, and arrange the charts and tables on the board so the report reads the way you want.

On this page

How it worksWhat you see on a dashboardWhat Loopfour does and does not doNext