How to Create Approval Dashboards for Financial Managers

Approval dashboards for financial managers centralize on a single screen what is pending, what has been approved, what is overdue, and who is responsible for each decision — eliminating the need to ask by email or WhatsApp about the status of an approval.

What a Financial Manager Needs to See on the Dashboard

Without consolidated visibility, managers make decisions with fragmented information. The dashboard solves this by bringing together:

Total open requests by type (purchases, reimbursements, payments)
Average approval time by category
Requests stalled for more than X hours or days
Total value under analysis and total value approved in the period
Pending approvals by department or cost center

How to Structure the Approvals Dashboard

Recommended panels:

Overview: total open, approved, and rejected requests in the period
Approval aging: list of requests sorted by time open
Value under analysis: sum of values awaiting approval by authorization tier
Approver performance: average response time per responsible party
Alerts: requests that exceeded the defined SLA

How to Build in Jestor

Jestor allows you to create dashboards with charts, indicators, and tables connected directly to approval workflow data — without exporting to a spreadsheet, without a parallel spreadsheet.

Steps:

Open the application builder in Jestor
Add indicator panels connected to the approvals table
Configure filters by period, department, and request type
Set visual alerts for requests above SLA
Make the dashboard accessible only to managers with view permission

Why Jestor Solves This

Native dashboards with configurable charts, KPIs, and tables — no code
Real-time data connected directly to approval workflows
Granular permissions — each manager sees only what is relevant to their area
Native SLA with time tracking at each process stage

FAQ

Is the dashboard updated in real time? Yes — data reflects the current state of approval workflows without manual refresh.

Can I have different dashboards for each manager? Yes — Jestor allows you to create personalized views by user profile.

Can dashboard data be exported for analysis? Yes — data can be exported at any time without needing extra integrations.

With Jestor, you can automate workflows, connect departments, and build internal systems your way — all without code and with AI support. Discover Jestor at jestor.com and find out how to take your company's management to a new level of efficiency and integration.

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