QuantLedger Documentation
Dashboard Overview
The QuantLedger dashboard provides real-time financial metrics and visualizations to help you track your business performance.
Key Performance Indicators (KPIs)
- Total Revenue: Sum of all income for the current month. Percentage change shows month-over-month growth.
- Total Expenses: Sum of all costs and payments for the current month. Negative percentage indicates cost reduction.
- Net Profit: Total Revenue minus Total Expenses. Shows actual earnings after all deductions.
- Profit Margin: (Net Profit ÷ Total Revenue) × 100. Indicates profitability as a percentage of revenue.
Trend Calculations
Month-over-month trends are calculated as follows:
- Standard Change: ((Current Value - Previous Value) ÷ Previous Value) × 100
- New Activity: Shows as 100% increase when moving from zero to a positive value
- No Activity: Shows 0% when both current and previous values are zero
Revenue vs Expenses Chart
The chart visualizes your monthly financial flow:
- Green bars represent revenue
- Red bars represent expenses
- Hover over bars to see detailed values
- Monthly comparison helps identify trends
Recent Transactions
The transactions list shows your latest financial activities:
- Combined view of both income and expenses
- Chronologically ordered for easy tracking
- Color-coded for quick identification
Data Updates
The dashboard automatically refreshes when:
- New transactions are added
- Payments are processed
- Sales are recorded