Tutorial — Reading the Main Dashboard

What This Tool Is For

How to read the landing dashboard in two disciplined minutes — and what each tile is actually telling you.

Step-by-Step Walkthrough

Step 1 — Scope first: confirm the project selector and period before believing anything on screen.

Step 2 — Read in narrative order: revenue (is the top line moving?), then cost of sales and margin (is the product economically sound?), then operating costs (is the whole operation sustainable?), then cash (how long can we keep doing this?).

Step 3 — Treat every tile as a headline, not a verdict: a surprising number earns a click-through to its underlying list, where the answer almost always lives in three or four entries.

Step 4 — Same time, same order, every week. The dashboard's power is comparative — today against your memory of last week. Random glances build no baseline.

Real-World Example

Scenario: Monday 9:00, coffee, dashboard. Revenue tile: up slightly — fine. Margin tile: down four points — not fine. Click through: the cost list shows a double-entered cloud bill and one unusually large support allocation. One duplicate deleted, one allocation confirmed as real, margin recomputes to down-one-point — true, explained, and handled before the 9:30 standup. Total elapsed: eleven minutes, because the reader knew the reading order and clicked through instead of speculating.

Tips & Common Mistakes

• The dashboard answers "where should I look?", never "what happened?" — the lists answer that.
• One surprising tile is an investigation; every tile surprising means your scope (project/period) is wrong.
• Resist adding every possible tile; a dashboard you can read in two minutes gets read daily.

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Everything described in this tutorial is a working feature of TupicFinance, the financial management platform of the Tupic ecosystem. The screens, workflows, and guardrails above behave exactly as written there — this guide doubles as the platform's user manual for this tool.