Financial Dashboard Video Guides
We've put together these short, easy-to-follow videos to help you get the most out of your Evolved Finance dashboard.
These guides will show you:
- How to navigate and use your dashboard more effectively.
- How our Profit Pillars system helps you gain deeper insights into your business.
- How to interpret the data to better monitor the health of your business.
- What to focus on when trying to improve key financial metrics over time.
Whether you're a brand new client or just want a refresher, these videos will help you feel more confident using your numbers to make informed decisions.
Start here
Before diving into the rest of the videos, we recommend watching these two first:
Dashboard Overview
How to Download/Export Data
In this video, we show you how to download/export the data from your dashboard into either a PDF or Excel file.
Understanding Your Four Profit Pillars
What's covered in this video:
- Why profit is the most important metric in your business.
- How profitable you should expect your business to be.
- Why we group all your business’s expenses into the four Profit Pillars.
- General overview of your four Profit Pillars.
The Executive Summary Tab
What's covered in this video:
- How to change the date range for the data in this tab.
- What to pay attention to with the “monthly financials” column.
- What to pay attention to with the “year to date financials” column.
- What to pay attention to with the “additional metrics” column.
- What the "Goal %" columns mean.
- Why we recommend you save 3-months of expenses.
- How to interpret the rough tax estimator.
The Graphs & Charts Tab
What's covered in this video:
- How to change the date range for the data in this tab.
- How to interpret the pie charts.
- How to interpret the “Year to Date Chart by Month.”
- How to interpret the year over year “Revenue Comparison” chart.
- How to interpret the year over year “Profit Comparison” chart.
The P&L Report Tabs
What's covered in this video:
- A quick overview of each of the P&L tabs, which includes P&L Month, P&L YTD, P&L by Month, P&L Detail, and PD Detail.
- How to change the date range for the data in the P&L tabs.
- What to look out for when analyzing the data in each of the P&L tabs.
Understanding Your Income Metrics
What's covered in this video:
- What your product offerings can tell your about the financial makeup of your business.
- Why a smaller number of product offerings typically means more revenue and higher profit margins.
- How to know if your refund rate is too high.
Lead & Conversion Profit Pillar Deep Dive
What's covered in this video:
- The most common expense categories in the Lead & Conversion Profit Pillar.
- What a healthy expense ratio might look like for the Lead & Conversion Profit Pillar.
- Which expenses under the Lead & Conversion Profit Pillar tend to be the most problematic.
- What to consider when attempting to improve the metrics for your Lead & Conversion Profit Pillar.
Offer Delivery Profit Pillar Deep Dive
What's covered in this video:
- The most common expense categories in the Offer Delivery Profit Pillar.
- What a healthy expense ratio might look like for the Offer Delivery Profit Pillar.
- Which expenses under the Offer Delivery Profit Pillar tend to be the most problematic.
- What to consider when attempting to improve the metrics for your Offer Delivery Profit Pillar.
Labor Expense Profit Pillar Deep Dive
What's covered in this video:
- The most common expense categories in the Labor Profit Pillar.
- What a healthy expense ratio might look like for the Labor Profit Pillar.
- Which expenses under the Labor Profit Pillar tend to be the most problematic.
- What to consider when attempting to improve the metrics for your Labor Profit Pillar.
Operating Expense Profit Pillar Deep Dive
What's covered in this video:
- The most common expense categories in the Operating Expense Profit Pillar.
- What a healthy expense ratio might look like for the Operating Expense Profit Pillar.
- Which expenses under the Operating Expense Profit Pillar tend to be the most problematic.
- What to consider when attempting to improve the metrics for your Operating Expense Profit Pillar.
Adjusting Your Profit Pillar Percentages
What's covered in this video:
- How to adjust the goal percentages on your dashboard.
- Why you might want to adjust the goal percentages on your dashboard.
- How your business model might affect your goal percentages.
Have questions?
Your dashboard is a powerful resource for understanding your business finances more deeply, but it’s completely normal to still have questions. If anything feels unclear or you’re not sure how to apply what you’re seeing, reach out to your bookkeeping account manager or join one of our group calls.
We want to help you get the most out of it!