These graphical dashboards look good in marketing materials only where the test business is designed with data to make the dashboard beautiful. Once you apply this dashboard on real-life data, the layout will fall apart.
Consider the screenshot. You have
Overdue Invoices & Bills section and it shows 1 invoice. But in reality, the bigger the business, the more overdue invoices. It would take a lot of screen estate to show all of them. And what’s the point really?
How about the right-hand side of the screenshot? Cash flow chart is completely useless. Each tick represents 1 month, the entire chart is 12 months. It won’t be changing much day to day. Not to mention, most businesses won’t have clear trend of inflows and outflows. There will be capital expenditures which will make outflows for certain months very high. Also most businesses won’t have
Net Change as increasing trend even if they are successful because business owners tend to pay themselves profit during the year so there is no accumulating balance across business bank accounts etc.
The reason why Manager shows balance sheet and profit & loss statement on
Summary screen is that it forces you to do the right thing by keeping your books in order. It forces you to constantly think about how to make improvements to your chart of accounts, how to make financial statements correctly represent your position and performance. And if there is something wrong, it forces you to discover bookkeeping errors much faster. It forces you to fix them because the software will make it painful to see them repeatedly etc.