The Organization Dashboard is the central hub for overseeing all your Company instances within Kolleno. Designed for CFOs, Finance Managers, and senior financial leaders, it provides a high-level, consolidated view of financial performance across multiple entities.
Key Features and Benefits
1. Aggregated Financial Overview
The dashboard presents a comprehensive summary of key financial metrics across all connected Company instances, allowing you to assess overall financial health at a glance.
Total Outstanding Balances – View the sum of unpaid invoices across all companies.
Overdue Invoices Summary – Monitor overdue invoices and assess outstanding risks.
2. Cross-Company Reporting
Generate aggregated financial reports that consolidate data from all your Company instances. These reports help with strategic decision-making and provide a unified financial outlook without the need for manual consolidation.
Accounts Receivable Breakdown – Track collections and aging across multiple businesses.
Payment Performance Metrics – Understand customer payment behaviors across different entities.
Customizable Reports – Filter data by company, date range, currency, and other parameters.
3. Multi-Entity Visibility
The dashboard helps users compare financial performance across different business units or regions within a single interface. This feature is particularly useful for organizations with multiple subsidiaries, divisions, or business entities.
4. Access and Permissions
The Organization Dashboard is an add-on feature and requires access approval. To enable this feature for your account, you must:
Contact your Kolleno Account Manager to request access.
Ensure you have the appropriate user permissions within Kolleno to view cross-company data.
Work with your internal finance team to configure the appropriate settings and reports.
Who Should Use the Organization Dashboard?
This feature is particularly beneficial for:
✅ CFOs & Finance Directors – Gain a high-level view of financial performance across all company entities.
✅ Finance & Accounting Teams – Simplify reconciliation and reporting across multiple companies.
✅ Group Controllers & Shared Services – Oversee collections, cash flow, and risk exposure at scale.
Next Steps
If you’d like to activate the Organization Dashboard, reach out to your Account Manager or Customer Success team for setup and onboarding assistance.