Financial Performance Dashboard Fact-based decision making is the key to business success! Check out these 10 ways that workbooks can drive insights. Watch this video for a walk-through of the Financial Workbook Click on any section below for more information Financial Metrics That Matter: Get an "at-a-glance" view of your key performance metrics! Financial Gauges: Quickly see how close you are to plan with dashboard gauges. Financial Trending Year To Date: How is your revenue, costs and margins trending so far this year? Financial Trending Year Over Year: Compare current fiscal year to previous year. Explore Revenue, Costs and Margins: Interactively explore and understand your financials including top and bottom clients.