Views and dashboards

Simon is not a rigid accounting software with a set of imposed screens. Thanks to the MDX views system, the agent composes custom dashboards, reports and analyses on demand:

“Build me a dashboard with monthly revenue and expenses by category”

“Make me a VAT report with a chart of collected vs deductible amounts”

A view is a file mixing SQL queries, tables, charts and KPIs, rendered as an interactive page in the application. It is the ideal tool when information exists in your database but appears on no standard screen — cash tracking, margin analysis, checking a declaration, a closing cockpit. The agent can write and test the view for you, but it is up to you to verify that the indicator truly answers your question.

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Pre-installed views

When your company is created, Simon installs a set of ready-to-use views — enough to steer without building anything. Here is the default set; it evolves with versions, and remains fully editable.

View	Description
Company health	Director’s cockpit: revenue, expenses, result, cash, receivables, payables, tax, blocks
Profitability & margin	Gross margin, fixed/variable expenses, monthly result, top expenses
Cash runway	Cash projection, buffer, arrears and risk of shortfall
Cash to collect / pay	Customer invoices to chase and supplier payables by due date
Tax & contribution forecast	Tax/social due dates, 43/44 payables and configured provision
VAT to pay / reclaim	VAT collected, deductible, net, due dates and anomalies
Customers & risk	Revenue concentration, late payments and at-risk customers
Supplier spending	Top suppliers, probable recurrences and expenses by category
Director compensation	Prudent cash, compensation, shareholder current account, result after configured corporate income tax
SCI — steering	Rents, expenses, interest, fixed assets, commitments and SCI cash
Freelance — IK & social	Result, mileage allowance, social contributions and social payables
Documents	Operational cockpit of documents with status, blocks and steps to process
Trial balance	General trial balance by financial year
General ledger	Detailed entries by account
Journal	Entries grouped by document
Transactions	Bank transactions, reconciliation and posting
Chart of accounts	Account tree
Third parties	Customers / Suppliers, activity, open balances and payment delay
Commitments	Leases, loans, securities, arrears and cash impact
Commitment due dates	30/60/90-day timeline of commitments to pay
Fixed assets	Asset tracking and depreciation alerts
Closing depreciation	Charges, NBV, unposted depreciation and missing sources
Closing cockpit	Checklist: documents, bank, invoices, depreciation, tax, suspense accounts
ODs	Manual journal entries
IK	Mileage allowances with annual summary
Customer invoices	Issued invoices, amount due, due date and lateness
Payment tracking	Open, actionable receivables and payables
Aged balance	Analysis of receivables and payables by due date
Declarations	Tracking of periods and obligations
Forms	Consultation of tax forms
Corporate income tax & taxable result	Accounting result, corporate income tax parameters and corporate income tax obligations
Lettering	Lettering tracking and priority unlettered lines

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Living views, frozen reports

Two objects coexist, and the difference matters. A view replays its SQL queries every time it opens: change the financial year, the figures update. A report, on the contrary, embeds a snapshot of the data at the moment of its generation — it remains readable offline and fixes a picture at a given date, which makes it ideal for a balance sheet or a closing file.

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Requesting a custom view

For any missing analysis, ask for it. The agent explores your database schema, tests its queries before including them, composes the view with the appropriate components, then saves the file — which appears immediately in the application.

For this it has a complete palette:

Component	Use
Table	Interactive data: sorting, search, filters, pagination, grouping
Metric (KPI)	Card with a formatted value (€, %, number), icon and color
Metric with delta	N/N-1 or previous-month comparison
Alert	Inline business message with severity level
Bar chart	Multi-series, stacked, mixed bars + line
Line chart	With fill option
Pie chart	Breakdown by category
Waterfall	Breakdown of a result or a cash flow
Pivot table	Cross-tabulation by month, category, third party
Timeline	Tax due dates, commitments, year-end closing
Progress / Gauge	Progress or buffer level
Tax form	Specialized rendering of forms 2050, 2033, CA3
Filters	Text, dropdown, date range, dynamic search
Grid	Flexible layout (1/2, 1/3, 2/3 columns…)

A view looks like this — a header, SQL sources, components:

---
title: "Company health"
type: view
icon: BarChart3
---

## Key indicators

<Source sql="SELECT ... FROM v_ecritures WHERE decision = 'APPROVED' ...">
  <Row>
    <Col size="1/2">
      <Metric value="ca" label="Revenue" format="euro" icon="TrendingUp" color="auto" />
    </Col>
    <Col size="1/2">
      <Metric value="charges" label="Expenses" format="euro" icon="TrendingDown" />
    </Col>
  </Row>
  <BarChart x="mois" y="ca:bar,charges:bar,resultat:line" />
</Source>

Astuce

Each view offers a Render / Code toggle. In code mode, you edit the MDX directly and the rendering updates in real time — handy for adjusting a label, a filter or a query without going back through the agent.

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Creating and editing from a view

Some views (Third parties, Commitments, Fixed assets, ODs, IK) do not just display: a “Create” button opens a form suited to the entity, and each table row can be edited or deleted.

Note

These actions go through the same tools as the agent. Creating a third party from the view or asking “create the supplier ACME” produces exactly the same result — that’s the MCP symmetry in practice.