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