Dashboards
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      Add a Financial KPI Dashboard

      1. Go to Reports > click Financial Dashboards > mouse over the Gear icon and click the New Dashboard button

        Screen Shot 2020-01-13 at 1.55.42 PM

      2. Assign a Title to the Financial Dashboard > Configure who the Dashboard is shown to

        Screen Shot 2020-01-13 at 1.56.43 PM
      3. Click Save