Setting up Business and Finance Performance; Insights

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Posted on by JaredK10

I operate in the "accountant" role/settings.

I've never been able to customize these tools on the homepage of my dynamics account (screenshot below). "My Accounts" I cannot add anything. Finance Performance I can pick an account schedule, but nothing populates. Business Performance just tells me "There are no charts defined." Cash flow forecast boils down to a user authorizations issue after completing the set-up steps.

How do I get started setting these up?

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JaredK10 25 on at

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RE: Setting up Business and Finance Performance; Insights

When I do this, there's only "Manage List" and when I click that there's nothing and no options.

I've added more screenshots.
Inge M. Bruvik 32,748 Super User 2024 Season 1 on at

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RE: Setting up Business and Finance Performance; Insights

For the KPI you can select the chart to show.

If you do not have any one defined in your system they needs to be defined before they can be displayed.

When you click on select chart you are presented with a page where you also can define new charts.
Inge M. Bruvik 32,748 Super User 2024 Season 1 on at

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RE: Setting up Business and Finance Performance; Insights

For adding accounts to "My accounts" you can expand the menu and select new to add accounts.