Our Favourite In-Platform Tips & Tricks

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How to Guide

Vibrant, Insightful & Drillable Cloud Based Dashboards

How to Guide

Page 3: Identify & sort transactions in the financial dashboards.

Page 4: Instantly drill into a customer’s individual data.

Page 5: Sort and manage the data your dashboards display using the filter bar.

Page 6: Drag and drop to display and compare specific date ranges on the

dashboards.

Page 7: Visualise individual charts and graphs in full screen mode.

Page 8: Turn any graph and chart into a data table.

Page 9: Share your dashboard view with of your colleagues.

Page 10: Check when your Sage data was last synced to Cascade50.

Page 11: Request new customisations and dashboards in Cascade50.

Extra Features

Data Filters and Displays

Data Drilling

Page 12: Add multiple users and edit their access to certain dashboards.

Identify & sort transactions in the financial dashboards

Easily identify and sort your transactions enabling you to identify

anomalies and rogue transactions faster than ever. Simply right click on

the numbers in your ‘Profit and Loss’ and ‘Balance Sheet’ dashboards and

drill instantly into the numbers.

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Data Drilling

Instantly drill into a customer’s individual data

Right click on any customer or figure in the sales overview dashboard

and have instant access to its individual performance! Instantly

visualise and navigate between individual customers ‘Credit Control’,

‘Sales’ & ‘Information’ with just a right click.

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Data Drilling

Sort and manage the data your dashboards display using

the filter bar.

Sort the data your dashboards display using cascade50’s easy-to-use

filter bar. From ‘Products’ to ‘Customers’, display the data you need to see

instantly.

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Data Filters and Displays

Drag and drop to display and compare specific date

ranges on the dashboards.

Instantly select and compare the desired date range to display on the

dashboards by clicking and dragging the date bar across the months.

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Data Filters and Displays

Visualise individual charts and graphs in full screen mode.

Display your desired graph or chart on an enlarged screen. Ideal for

presentations, screenshots or just to get a closer look at the data.

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Data Filters and Displays

Turn any graph and chart into a data table.

Not satisfied with a graph or chart? Turn the data back into the raw figures by

selecting ‘Show Table’ in the dropdown menu. In addition, Make any of the

graphs, charts or tables in cascade50 Excel ready. Display the data as a table

and simply right click and press ‘Export as CSV’.

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Data Filters and Displays

Share your dashboard view with of your colleagues.

Instantly share your cascade50 dashboard view with the

relevant team members with a simple URL link and email.

This includes all the applied filters.

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Extra Features

Check when your Sage data was last synced to

cascade50.

Every evening at 8pm, cascade50 syncs your Sage data to your

dashboards. It is possible to check in-platform when this update last

occurred and that the data you are seeing is the most up to date

data set available.

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Extra Features

Request new customisations and dashboards in

cascade50.

Using cascade50’s custom dashboard service, request a dashboard or

customisations that you would like to make to cascade50. Customisations

are developed on top of Cascade50's original filterable dashboards available

out of the box. This is a service that has endless limitations and is charged

based on developer time.

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Extra Features

Add multiple users and edit their access to certain

dashboards.

Invite your colleagues to access your cascade50 dashboards. As admin,

control which dashboards new users have access to and ensure your

team has access to the relevant information. If one user leaves the

company, easily remove their access under ‘People’.

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Extra Features

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About the CEO

Mark Donaldson is the founder of Cascade50.

Having worked as a Chartered Accountant in practice,

Consultant FD and Adviser to SMEs, Mark understands

the day to day challenges which businesses and

Accountants face; both embracing technology and

adopting it.

Vibrant, Insightful & Drillable Cloud Based Dashboards