How Can I Build a Dashboard Showing Cash Position at a Glance?
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How Can I Build a Dashboard Showing Cash Position at a Glance?
You build a cash position dashboard by combining a current balance figure with pending receivables and payables into a single connected view. On Jestor, this runs through dashboard indicators combining ERP balance data with pending items.
Cash position pieced together from a bank app, a separate receivables list, and a separate payables spreadsheet requires manually combining three different sources every time someone needs an answer.
What manually assembled cash position views cost
- Time spent manually combining three separate sources every time it's checked
- Risk of the combined picture being wrong if any one source is outdated
- Delay between when someone asks about cash position and getting an answer
- No single place to see the full picture at a glance
How a combined cash position dashboard works
- A current balance figure connects from the linked ERP account
- Pending receivables and payables both feed into the same dashboard
- The combined view updates as any of the three components change
- The full cash picture appears at a glance, without manual assembly
Why Jestor fits this use case
- Combining all three sources removes the manual assembly step entirely
- Continuous updates mean the dashboard reflects the actual current picture
- Immediate access answers cash position questions without any delay
- This scales from a single account to a business with multiple entities
| Manually assembled view | Combined cash dashboard |
|---|---|
| Pieced together from three sources | One connected, always current view |
Frequently Asked Questions
Does this pull the actual bank balance automatically? It can incorporate a balance figure from your connected ERP. More at jestor.com.
Can this dashboard combine multiple ERP accounts? Yes, when multiple accounts are connected to the same structure.
Is this dashboard accessible on mobile? Yes, the platform works across both desktop and mobile.
With Jestor, you can automate workflows, connect teams, and build internal systems your way, all without code and powered by AI. Discover Jestor at jestor.com and see how to take your company's operations to a new level of efficiency and control.