Build your own dashboards with drag-and-drop widgets: KPIs, charts, tables, text and calculations. Choose from a gallery of over twenty building blocks, lay out your board freely with white space, or simply describe what you want and let the AI build it. You decide the layout, Easyclose fills in the figures automatically.
A dashboard in Easyclose is your story at a glance: the numbers you want to see every month, the chart you show the board, and a flag that lights up as soon as something needs attention. You build it yourself, and it is there instantly, filled with your own figures.
The widgets appear one by one, the numbers count up and the chart grows. This is how a dashboard builds itself from individual building blocks.
No appetite for dragging things around yourself? Type what you want to see in plain language, for example "an executive dashboard with revenue, gross margin, result against budget and liquidity", and the AI puts a complete board in place within seconds. You then simply fine-tune it yourself. And your figures stay yours: only the names of your categories are shared, never the amounts.
The cursor clicks the purple AI button, types an instruction in plain language and clicks Generate. The widgets appear on the board by themselves.
Open the gallery and choose from over twenty ready-made widgets, organised in groups. From a simple big number to a KPI with comparison, a sparkline, a traffic light, a gauge or a progress bar towards your target. Click one and it lands straight on your board, filled with the right figures.
The cursor moves along the KPI variants in the gallery and picks two. Each choice appears on the board as a card straight away.
Every chart widget can take multiple forms. Show your revenue as bars or as a line, build up your result with a waterfall, stack your entities, split with a donut or lay your whole year out in a heatmap. One click switches the form, your figures stay the same.
The cursor switches the chart form: bar, line, waterfall, stacked, donut and heatmap. Always the same data, a different picture.
Grab a widget by its handle and drag it to an empty spot. Easyclose suggests the landing spot, keeps white space where you want it and lets nothing overlap. Pull a card wider or taller with the grip in the corner. Your board is a free grid, not a fixed template.
The cursor picks up the liquidity widget, drags it to the top next to the KPIs, and then makes the chart wider.
Alongside individual figures you build your own calculations, for example staff costs as a percentage of revenue, and you set flags that colour with how things stand: a traffic light that turns amber, a gauge for your coverage, an arrow for your trend. So at a glance you see not only what the number is, but also whether it is going well or badly.
The traffic light turns amber, the gauge fills up and the trend arrow appears. At the bottom a formula works out the percentage of staff on revenue.
Open the gallery and click the widget you want. Over twenty building blocks, from KPI to waterfall, each instantly filled with your own figures.
Drag every card into place, make it bigger or smaller and leave white space where you want it. Easyclose suggests the landing spot.
Describe what you want to see and the AI puts a complete board in place, which you then fine-tune yourself. Only category names are shared, no amounts.
The demo runs entirely in your browser with fictitious figures. Open the gallery, drag some widgets, switch chart forms or let the AI suggest a dashboard. Nothing to install, nothing to lose.
On the Overview, under the Dashboard heading in Reports, and in your Month-end close. At the top you switch between the built-in screen and your own dashboards with a selector bar.
No. You pick widgets from a gallery and drag them into place. You set up a calculation with a few choices, for example one category divided by another. And if you would rather not do anything yourself, you simply describe it and the AI builds it.
No. To build dashboards the AI only shares the names of your categories, never the amounts. You decide per feature which AI help you switch on or off.
No. The widgets calculate from the figures already loaded in your screen, without querying your entity again. Even a large dashboard responds instantly.
Yes, if you grant it. As owner or administrator you decide per team member whether they can build dashboards. You share a dashboard with the whole company or keep it to yourself.
Yes. Your dashboards are fully mobile-friendly: the cards stack neatly below each other and wide tables scroll within their own frame.