Learn how to build and use dashboards in Jirav to track key metrics, visualize trends, and scale reporting across clients.
In this video, you’ll learn how to build and customize dashboards in Jirav — the hub for visualizing financial performance and sharing insights. We’ll walk through how to create tiles like charts, tables, and KPIs, as well as how to configure settings like date ranges, comparisons, and close month automation. You’ll also see how to organize dashboards by function, tag team members with comments, and share insights with clients or your internal team.
Whether you're tracking trends, highlighting key variances, or preparing visuals for advisory meetings, dashboards in Jirav help you present the right data, the right way. Plus, we'll cover best practices for keeping your dashboards clear, scalable, and consistent across your firm.
By the end, you’ll be ready to confidently build dashboards that drive client conversations and streamline your reporting process.