Centre dashboard

The Centre dashboard is the page you want open on the first monitor of a busy accounts office. It gives a single-screen snapshot of your centre’s current financial state.

What you see

• Four KPI cards — Donations month-to-date, Donations year-to-date, Expenses year-to-date, and Net year-to-date.
• Recent activity — the last 10 donations and last 10 expenses with click-through to their detail pages.
• Approval queue — any expenses sitting in PENDING_APPROVAL for which you are eligible to approve.
• Audit health badge — green if the audit chain verifies, red with a link to the verification report if it does not.
• Period-lock strip — the current active lock window, if any.

How the numbers are computed

• All totals reflect POSTED transactions only. DRAFT, PENDING_APPROVAL, APPROVED, and VOIDED rows are excluded.
• MTD and YTD are computed against today’s date and the centre’s fiscal-year configuration.
• The audit health badge re-runs chain verification on each page load; it’s cheap (a single pass over the tenant’s audit rows).

Drill-downs

Every number on the dashboard is a link. Click the Donations YTD card and you land in the Donations list, pre-filtered to the current fiscal year. Click an approval-queue row and you jump straight to the expense detail page. There is no “reload the filters” dance.

Freshness

The Centre dashboard reads directly from the centre’s database (no caching layer), so numbers are always current. This is different from the NGO dashboard, which deliberately uses a 15-minute cached rollup.