Financial Workspace Overview

What the Financial Workspace is

Once your setup is complete, Nabu unlocks four financial dashboards that work together to give you a complete picture of your business. This section covers each of those dashboards — what they show, what questions they answer, and how to use them.

Each dashboard pulls from the same underlying data: your appointment records, service costs, provider pay rates, and business overhead. The setup you completed earlier is what makes the numbers meaningful. If any part of setup is incomplete, those gaps will show up in the reports.

The four dashboards

Financials is where you see the top-line numbers: gross revenue, net revenue, cash received, and recognized income over any time period you choose. It also breaks down how payments came in — credit card, financing, packages, memberships, gift cards. If your first question is "how much did we make this month?", start here.

Profitability goes one layer deeper. Instead of just showing what came in, it shows what you actually kept after labor, supplies, equipment, and overhead. Every service on your menu gets a true net margin. Every provider gets a contribution analysis. This is where you find out which services are genuinely profitable — and which popular ones might actually be costing you money.

Cost Center shows the complete picture of where money goes. Payroll, fixed overhead, supplies, equipment, and marketing costs are all organized in one place. Use it to spot which cost category is growing faster than revenue, or to understand how much each visit needs to generate just to cover your fixed costs.

Forecasting looks ahead. It projects revenue based on recent trends, tracks your break-even progress in real time, and compares your current performance against the business targets you set in setup. If your fixed costs are $15,000 per month and the average appointment generates $150 net, Nabu tells you exactly how many appointments you need — and how many you've already done.

Setup completeness matters

All four dashboards depend on your setup being complete. Specifically:

• Profitability needs your service costs (supplies, equipment) and provider pay rates
• Cost Center needs your business costs and payroll configuration
• Forecasting needs your business targets to show on-track vs. off-track comparisons

You can view the dashboards with partial setup, but incomplete setup means incomplete numbers. If something looks wrong or missing, the first place to check is the relevant section in Setup.

How to navigate between dashboards

Each dashboard is accessible from the left sidebar under Financial Workspace. All four dashboards share the same date range selector at the top of the page — set it once and it applies across all reports.

Start with Financials →