How to Navigate to the CFO Dashboard
Step-by-step directions for reaching the AskBiz CFO dashboard from the home screen — through the Intelligence tab to the Cash Flow sub-tab.
Key Takeaways
- The CFO dashboard is three clicks from the AskBiz home screen: Intelligence tab, then Cash Flow sub-tab.
- The Intelligence tab also contains other analytical views; Cash Flow is the specific sub-tab for the CFO cards.
- The URL path for the dashboard is askbiz.co/intelligence once you are logged in.
Starting From the AskBiz Home Screen
When you log in to AskBiz at askbiz.co you land on the main dashboard. This screen shows a summary of your store activity. To reach the CFO dashboard you need to move into the analytical layer of the app. Step 1: Look at the main navigation bar. On desktop this runs along the left side of the screen; on mobile it appears as a tab bar at the bottom. Step 2: Find and tap the Intelligence tab. It is labelled "Intelligence" and typically uses a chart or brain icon depending on your app version. Step 3: Once the Intelligence section opens, look for the sub-navigation or tab strip near the top of the content area. You will see options like Overview, Cash Flow, and possibly others. Step 4: Tap or click "Cash Flow". The CFO dashboard with its four metric cards now loads.
What You See When You Arrive
After completing the navigation steps, the Cash Flow sub-tab displays the CFO dashboard. At the top you will see four metric cards in a horizontal row (or stacked vertically on a narrow mobile screen): Cash Balance, Daily Net Gain/Burn, Monthly Fixed Costs, and Cash Runway. Below the cards is an interactive chart showing your financial trend over the selected time period. If this is your first visit, the cards may show zero values or placeholder states because you have not yet entered your cost configuration. That is expected and normal. The next step is to open the Cost Configuration Drawer and enter your data.
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Start for free →Finding Your Way Back Quickly
Once you have visited the CFO dashboard for the first time, returning is fast. On most devices AskBiz remembers your last position within the Intelligence section, so clicking Intelligence often takes you straight back to Cash Flow. If you use AskBiz on a desktop browser you can also bookmark the URL directly. The path follows the pattern askbiz.co/intelligence. Saving this bookmark means a single click from your browser toolbar opens the CFO dashboard. For mobile users, adding the AskBiz progressive web app to your home screen gives you one-tap access to the entire app, and from there the two-tap path to Cash Flow remains consistent.
Troubleshooting: Cannot Find the Intelligence Tab
If the Intelligence tab is not visible, there are a few common reasons. First, check your subscription plan. The CFO dashboard is available on specific AskBiz tiers; if your plan does not include Intelligence features, you will see an upgrade prompt instead of the tab. Second, if you are on mobile and the navigation is collapsed, tap the menu icon (three horizontal lines, sometimes called a hamburger menu) to expand the full navigation list. Third, make sure your browser or app is fully loaded — if you navigated to AskBiz while offline or on a slow connection, the Intelligence tab may not render until the page completes loading. A hard refresh (Ctrl+Shift+R on desktop) usually resolves rendering issues.