Yes I see your point now about wanting a separate dashboard page. Cash Flow is very important and is something that needs to be completed in Manager, but not something you need on your summary page.
I think what is required is something in between reports (which are static periods) and the live summary page which is an overview of everything. Maybe the reports need to be beefed up as others have complained that they are quite basic. I only really use the VAT Calculation Worksheet and the Budget report (although this is not adequate).
But I think the bigger problem is the reports are static date periods when in reality for certain things like cash flow, Profit and Loss - what you want is a rolling 12/24 month period view. So you are always looking at the last 12 months whether it’s January or June today! Or maybe it’s recommended best practice to view this based on your financial year? I don’t know. I just know that I don’t really use the reports because I don’t feel that most of them provide me with the information I need to help me understand what I need to know.
My personal experience of running my own business has left me concluding that what I need is cash flow (past), cash flow forecasting (future) and an annual live budget. But I don’t need any of these on the summary page unless they can be put above the existing summary page, so you have three columns with a graph in each for cash flow, cash flow forecasting and budget and below that - completely separately the B/S and P&L. Hell you could even put the aged receivables and payables in a fourth column above the existing summary page.
Cash Flow (past), Cash flow forecasting (future), Budgets and Aged receivables/payables are essential Dashboard items for every single business big or small, because they need to be live (not static dates), but are not generally needed on the summary page, which I think should remain as an overview of the financial state of the business - i.e the COA - with the possible exception of aged receivables/payables which strictly speaking should form part of the summary overview.
So yes I agree with you that some of this should be added as a separate section. The problem with other programs like Odoo is the sheer amount of stuff that they have got taking up a lot of screen space, most of which you will never use. We don’t want Manager to end up repeating that mistake. I find it illogical to have a view/new/report column on the dashboard. You are repeating the word invoice (etc) three times. Clutters the screen, but doesn’t really add much information or any information at that point. Manager in my opinion accomplishes this far more elegantly, but allowing drill down etc.
Lubos does need to add a dashboard section (perhaps similar to what I suggested), whilst being careful not to fall into the trap of adding stuff that most people won’t use - as has happened to most other accounting programs where a lot of retail space is wasted with information that is not really usable.
Lubos has already commented on this some years back - see this post. Graphs in Summary view
What actionable items would you suggest adding to the dashboard?