Settings: Financial Tab Settings
Purpose
The Financials Tab Settings put the power of customization right in your hands! This is where you shape what appears on your Financials Dashboard creating, editing, and organizing tags that reflect how your organization tracks and categorizes financial data.
From quarterly budgets to annual allocations or even special funding streams, this feature helps you tailor your Financials tab to match the way your business measures success.
Business Case
As a user, you can use Financials Tab Settings to build and manage the financial tags that drive visibility on your dashboard so that your team can view, sort, and analyze financial performance in the way that makes the most sense for your organization.
With this feature, you can:
Add custom financial tags to organize spending and performance categories.
Delete old or unused tags to keep your Financials Dashboard clean and relevant.
Customize tag names to match your financial structure such as Annual Budgets, Capital Projects, Quarterly Allocations, or Operational Expenses.
See your tags instantly appear under the Financials tab for seamless reporting and filtering.
The result? A Financials Dashboard that speaks your organization’s language clear, flexible, and completely customizable.
Overview
When you click Manage Financial Tab Settings, you’ll enter the configuration area for your Financials Dashboard tags. This is where you decide exactly how financial data is grouped and displayed across your organization.
You can:
Add new tags for different reporting periods or cost categories.
Delete unused tags to keep your view clean and accurate.
Instantly see your tag changes reflected on the Financials tab no extra steps required.
Every tag you create here helps drive smarter analysis and faster decisions.
To Manage Financial Tags
Go to Business Outcomes Settings ⚙️
From your dashboard, open Settings and click Financials Tab Settings.
Click “Manage Financial Tab Settings.”
This opens your customization panel.
Add Tags
Click Add Tag and give it a clear, meaningful name (for example: Annual Budget or Q3 Spend).
Delete or Update Tags
Remove outdated tags or rename existing ones to stay aligned with your reporting cycles.
View Changes on the Financials Tab
Your new or updated tags appear automatically under the Financials Dashboard view.
Summary
The Financials Tab Settings make your data work for you. By customizing financial tags, you can create a dashboard that reflects your unique business structure bringing clarity, flexibility, and control to your organization’s financial performance.
Your finances, your tags, your way.
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