In this video, let’s explore the Data Source Overview in the Financial Dashboard. From your User Dashboard, select any financial from the Financials Widget. Once inside the Financial Dashboard, open Data Source from the left menu. The Data Source Overview page gives you all the essential details at a glance — including Status, Source Connected, Last Drawn, Imported By, Periods, and more. This section helps you track your data connection, see when it was last updated, and identify who imported it — ensuring complete transparency and control over your financial data.
