Modules Overview

The Nine Dashboards

Gantry provides nine specialized dashboards, each focused on a critical area of financial analysis. Together, they give you complete visibility into your organization's financial health.

Dashboard Summary

Dashboard	Purpose	Key Question It Answers
AI Advisor	Natural language queries	"What do I need to know right now?"
Liquidity	Cash flow analysis	"How long can we operate?"
Profitability	Margin analysis	"Are we making money?"
True Cost	Overhead rates	"What do things really cost?"
Billable IQ	Utilization tracking	"Are our people productive?"
Sentinel	Fraud detection	"Is anything suspicious happening?"
Procurement	Vendor performance	"Are our vendors performing?"
Revenue Intelligence	Customer health	"Which customers need attention?"
Spend Velocity	Spending patterns	"Where is money going?"

Choosing Where to Start

Different roles will find different dashboards most valuable:

For CFOs and Controllers

Start with Profitability for overall health, then Liquidity for cash position. Use Sentinel to ensure transaction integrity.

For AP/AR Managers

Focus on Liquidity for cash flow timing, Procurement for vendor management, and Revenue Intelligence for customer payment patterns.

For Department Heads

Check Billable IQ for team utilization and True Cost to understand your department's overhead contribution.

For Controllers and Auditors

Sentinel provides fraud detection and anomaly analysis. Profitability shows margin trends.

For Everyone

The AI Advisor lets you ask questions in plain English across all areas.

Dashboard Categories

Financial Health

• Profitability — Overall financial performance and margin analysis
• Liquidity — Cash position and runway forecasting

Operational Efficiency

• True Cost — Overhead rates and cost recovery
• Billable IQ — Employee utilization and productivity

Risk & Compliance

• Sentinel — Fraud detection and transaction integrity

Stakeholder Analytics

• Procurement — Vendor performance and spend analysis
• Revenue Intelligence — Customer health and segmentation

Pattern Detection

• Spend Velocity — Spending trend analysis and anomaly detection

Intelligence Layer

• AI Advisor — Natural language interface to all dashboards

Common Features

All dashboards share these capabilities:

Date Range Selection

Choose the time period to analyze. Options include:

• Last 30/60/90 days
• This fiscal year
• Last fiscal year
• Custom date range

Refresh Button

Reload data from NetSuite without refreshing the entire page.

Export Options

Where available, export data to CSV or Excel for further analysis.

Color-Coded Indicators

Consistent color scheme across all dashboards:

• Green — Healthy/Good
• Yellow/Amber — Warning/Needs attention
• Red — Critical/Urgent action needed
• Gray — Neutral/Informational

Drill-Down Capability

Click on metrics, chart elements, or table rows to see underlying details.

Tooltips

Hover over any metric or chart element for explanations and additional context.

Dashboard Requirements

Some dashboards require specific NetSuite features:

Dashboard	Required Feature
Billable IQ	Time Tracking
Procurement	Purchase Orders
True Cost	Projects (optional, enhances analysis)
Multi-Subsidiary analysis	OneWorld

Dashboards work without optional features but provide richer analysis when enabled.

Configuring Dashboards

Each dashboard has configurable thresholds and settings. Access them through:

1. Settings page — Central configuration for all dashboards
2. Dashboard options — Some dashboards have inline settings

See Configuration for detailed setup instructions.

Next Steps

Click on any dashboard in the list above to learn more about its specific features, metrics, and best practices.