🇺🇸
User Guide
English
English
  • About FiinGate
  • 🟦INTRODUCTION
    • About User Manual
    • How to Read This Manual
  • 🟦Getting Started
    • System Requirements
    • Login
    • Restrictions on Account Access
  • 🟦Product Tour
    • Quick Product Tour
    • Platform Layout
      • Header
      • Working Space
      • Footer
    • Features
      • Dashboard
      • Smart Search
      • Screening
      • Company Analysis
      • Dynamic Reports
      • Portfolio Insights
      • Alerts
      • User Management
      • Cart & Order
      • Library
  • 🟦User Manual
    • Change Preferences Settings
      • General Settings for Platform
      • Quick Settings
        • Change Language
        • Change Font size
        • Currency & Unit
      • Workspace Preferences
        • Access Preference Settings
        • Add or Remove Panels
        • Rearrange the Display Order
        • Save Workspace as a Template
        • Manage all Workspace Templates
    • Manage Dashboard
    • Search a Company
      • Using smart search
      • Search multiple companies with conditions
    • View Company Information
      • Summary
      • Company Profile
      • Filing Status
      • Ownership & Group
      • News & Social
      • Industry Overview
      • Financial Statement
      • Score
    • Customize Graphs & Charts
    • Download Information
    • Conduct Analysis
      • Financial Analysis
      • Industry Analysis
      • Peer Analysis
    • Manage Report
      • Types of Report
      • Order & Generate report
        • Business Credit Report
        • FiinGate Factsheet
        • Dynamic Reports
      • Download & View your report
    • Create & Manage Portfolio
      • Create a Portfolio
      • Manage Portfolios
      • Filtered Companies
      • Portfolio Insights
    • Alert Settings
      • Set Alert for a Company
      • Set Alert for a Portfolio
      • Manage All Alerts
      • Create & Edit Alert Profile
      • Following List
    • Payment Process
      • About the Cart
    • Manage My Activities
      • Update my profile
      • Engagement History
      • Transaction History & Billings
  • 🟦Methodology
    • Industry Classification
      • VSIC
      • ICB
    • Financial Ratios
      • Corporate
      • Banks
      • Securities
    • Credit Scoring Models
      • What is Credit Score?
      • About FiinGroup Credit Score
      • FiinGroup Credit Score Methodology
      • Limitation of Credit Score
  • 🟦Support
    • Customer Support
    • FAQs
  • 🟦Related Document
    • Appendix
    • Terms of Use
    • Policy
      • Cookies Policy
      • Privacy Policy
      • Data Policy
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On this page
  1. Product Tour
  2. Features

Dashboard

PreviousFeaturesNextSmart Search

Last updated 2 years ago

The Dashboard serves as a central hub, providing an overview of key data, alerts, news, trending, macro info, and performance of portfolios or their companies.

Please refer to to learn more about this feature and its best practices.

🟦
Manage Dashboard
Figure 1: Dashboard