What is the Organization Dashboard?
The Organization Dashboard in Tofu gives you a powerful, at-a-glance summary of everything happening across your organization. Whether you’re a bookkeeper wanting to keep things tidy or a manager tracking team performance, this dashboard helps you stay organized, efficient, and proactive.
Where to Find It
You’ll find your dashboard under the Organization Summary section in Tofu’s main navigation.
Why Use the Dashboard?
Save Time: Instantly understand where your attention is needed—no digging around.
Boost Efficiency: Encourage your team to make the most of Tofu’s automation features.
Better Oversight: See performance across all entities and address bottlenecks fast.
Stay on Top of Your Plan: Avoid hitting usage limits by monitoring your subscription and activity in real time.
Tips for Getting the Most Out of Your Dashboard
Check regularly: Make it a habit to review the dashboard at the start or end of your workday.
Follow up on Needs Review items: Ensure documents and invoices don’t pile up.
Encourage automation: Support your team in transitioning from manual entry to Tofu’s AI tools for maximum efficiency.
What You Can See and Do
1. Usage Board
Billing Settings & Limits: View your subscription details, including how many entities you’ve created and your usage versus your plan’s limits.
Invoices Created: Track how many invoices have been generated this month.
Subscription Status: See how much time is left in your subscription period.
2. Needs Review Board
Action Items Across All Entities: Instantly see all invoices and documents needing review, gathered from every entity in your organization.
Expandable List: Click to expand and review the full list of outstanding items for each entity, so nothing slips through the cracks.
3. Extraction Statistics
Tofu vs. Manual Sync Ratio: See the ratio of bills extracted directly from Tofu (using automation and AI) versus those manually created in your accounting software.
Efficiency Insights: This helps managers and bookkeepers identify how much the team is benefiting from Tofu’s automation—and where there are opportunities to reduce manual work.
4. Entity Performance Breakdown
Best Performers: Easily spot which entities are making the most of Tofu’s automation tools.
Needs Attention: Quickly identify entities still relying on manual processing and might benefit from additional training or support.
Critical Status: See which entities are processing most bills manually, so you can help them make the switch to Tofu’s AI-powered workflow.
Need Help?
If you have questions or need assistance using the Organization Dashboard, reach out to your onboarding specialist or support team—we’re here to help!