Length 1:13Payroll in minutes, not days
Watch how TracefyHR payroll works: copy last month, add a bonus and see net pay update live, finalize to lock the month, and give everyone a PDF payslip.
For managers and HR
Video guide · Payroll and finance
How the TracefyHR Dashboard shows revenue, expenses and profit
The Dashboard shows revenue, expenses, net profit and margin for any month, built from your payroll and approved expenses. In this short video you see each number with an arrow that compares it to last month, pick another month, and read the year's summary table with profit in green and losses in red.
- 0:51 long
- For managers
- English captions and transcript
What you'll learn
- What the 4 cards show: revenue, expenses, net profit and profit margin
- Where the numbers come from: your payroll and approved expenses
- How the arrows show what went up or down since last month
- How to pick any month and year to compare
- How the monthly summary breaks down the whole year, with the total at the bottom
Prefer reading?
Tour the dashboard
The same task in the user guide, step by step with screenshots.
Open the articleTranscript
The full narration of the video. Select a time to jump to that moment.
0:00What the Dashboard is for
0:01How did we do this month? You shouldn't need a spreadsheet to answer that.
0:06Revenue, expenses, profit and margin
0:06The Dashboard shows revenue, expenses, net profit and margin for any month.
0:11It's all built from your payroll and approved expenses, so there's nothing to add up.
0:16Arrows show what went up or down since last month.
0:26The year, month by month
0:27Below, the monthly summary breaks down the whole year: salaries, expenses, revenue and profit.
0:34Profit shows in green, losses in red, and the year's total sits at the bottom.
0:39Your people costs and your business results, side by side.
0:44Pick a month at the top, and see how you did.
Common questions
Where does the Dashboard get its numbers?
From your payroll and approved team expenses, so there's nothing to add up. Salaries come from each month's payroll, revenue comes from the Revenue column in payroll, and only approved expenses count.
Can I look at a past month on the Dashboard?
Yes. Pick any month and year at the top. Revenue, expenses and net profit each show an arrow with the change since last month.
What does the monthly summary show?
One row for each month of the year with net salaries, expenses, total expenses, revenue, net profit and margin, plus a total row at the bottom. Profit shows in green and losses in red.
Can HR team members see the Dashboard?
HR team members with finance access see the full Dashboard. Without finance access, they see a Payroll Summary with net salaries only.
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