# Overview

## Lucid Financials Platform Overview <a href="#h_a29a12fed2" id="h_a29a12fed2"></a>

{% embed url="<https://youtu.be/ghaQCClrzqM>" %}

## Main Dashboard Overview <a href="#h_a29a12fed2" id="h_a29a12fed2"></a>

<figure><img src="https://downloads.intercomcdn.com/i/o/1126004768/e604bad0e356aa5227f1101d/image.png?expires=1730713500&#x26;signature=1b8d51faeb47c0ec0d9264cf6353bd38c98f14013137f1933826053f8de52d55&#x26;req=dSElEMl%2BmYZZUfMW1HO4zRHzZVx9MiIxqkQaiH9U7yGfpyFwmQQRbdR2bKjO%0AUSEBBztirfULT22wG4o%3D%0A" alt=""><figcaption></figcaption></figure>

The Dashboard in Lucid is all about being a one-stop financial hub for your company.

The Company selector (for users who added several projects) is located in the top left corner. Switch between your different Companies/Projects easily from there.

<figure><img src="https://downloads.intercomcdn.com/i/o/1126007248/362d2a16af3176be8376e16f/image.png?expires=1730713500&#x26;signature=f9150bcd88490f0d358b660b80fcd593a78bf2a06313c1c2536401d8123108ba&#x26;req=dSElEMl%2BmoNbUfMW1HO4zQYkCkP2%2BxEAINz5FBSbKiqQfN%2FxcbMp%2FBWtZxAb%0APSw8Wt4GFuBRc%2FFwzAk%3D%0A" alt=""><figcaption></figcaption></figure>

There are 4 main Functional Tabs - Financials, Hiring Plan, Assumptions, and Models.

<figure><img src="https://downloads.intercomcdn.com/i/o/1126008304/018888949e3be808a10d6693/image.png?expires=1730713500&#x26;signature=b0c6940a1bfd1384edc8befa70397e426f8bf91955e4c1c9b108ad1bc936a89a&#x26;req=dSElEMl%2BlYJfXfMW1HO4zdU3e97CzOxUED59mkN0thk4xwbclbX%2F84bi4gk3%0AzoqCM9vaQtJCpT3%2B3D0%3D%0A" alt=""><figcaption></figcaption></figure>

### Managing Dashboard Features <a href="#h_30219454cf" id="h_30219454cf"></a>

### Financials <a href="#h_e79bbf2c22" id="h_e79bbf2c22"></a>

<figure><img src="https://downloads.intercomcdn.com/i/o/1126009005/1cdcc3a1c251fe9893896347/image.png?expires=1730713500&#x26;signature=8a931bfdb76f0aaaac7fe8f73b31a2403d6f0940b5c5bfeca18ecb4f4a6dbab9&#x26;req=dSElEMl%2BlIFfXPMW1HO4zaIBEWmVlJuplLk7wsyANlPFUgrS%2BUBSevFa%2BptN%0A5z3JapgOiKP9fDbkDdw%3D%0A" alt=""><figcaption></figcaption></figure>

Financials is one of the 4 main tabs on your Dashboard. This is where all of your main financial data points will be displayed.

It showcases the top graphs that are reflective of things like Bank Balances, Income vs. Expenses, 12-24-36 month Runway projections, Balance Sheets, P\&Ls,

As well as any changes in Assets, Liabilities & Equity and P\&L.

### Hiring Plan <a href="#h_2c32de57f5" id="h_2c32de57f5"></a>

<figure><img src="https://downloads.intercomcdn.com/i/o/1126009978/10648423afd5e98c4f87459f/image.png?expires=1730713500&#x26;signature=b1d0b53f5a662784c1685b7dfe11b879440bf278dc0459113d5bfe3fa8f54ba2&#x26;req=dSElEMl%2BlIhYUfMW1HO4zV8gwgK5DVJoKiMqmrxGBJAWL5wo5AWVNQJq5Tny%0APUf0Nmaxt7tSW8gFmd0%3D%0A" alt=""><figcaption></figcaption></figure>

The Hiring Plan allows you to streamline your workforce planning by providing a comprehensive overview of your current and future hiring needs.

<figure><img src="https://downloads.intercomcdn.com/i/o/1126010646/ed1bb873933c98a08f268881/image.png?expires=1730713500&#x26;signature=3c67b0522fd08817e12314aa653501722ac1c47428cc9fb85f04953203f5fd77&#x26;req=dSElEMl%2FnYdbX%2FMW1HO4zRhqn3pSJJqCD85POHK6oOb0jF4IWujnaDr8Xe%2Bk%0ASx8toT1IW9c1xevX6yw%3D%0A" alt=""><figcaption></figcaption></figure>

Based on the industry, a detailed breakdown of salaries and positions is provided.

### Assumptions <a href="#h_3c564f44ec" id="h_3c564f44ec"></a>

<figure><img src="https://downloads.intercomcdn.com/i/o/1126011284/e68189c8a40a260a5eeac8cb/image.png?expires=1730713500&#x26;signature=670f8f6a5251ebf0297d3bd234384ab6b405d516ea540c9081fee02b77a34b37&#x26;req=dSElEMl%2FnINXXfMW1HO4zYdsm%2BBAEF6wbvmz7O94sL%2Bt%2B9EycW4lyRRuJKe3%0ATiyNGmYqQ%2Fp%2BZXOA%2F%2BQ%3D%0A" alt=""><figcaption></figcaption></figure>

Using all of the data you’ll be entering, as well as Scenarios applied - Assumptions project financial results for a defined period of time.

### Models <a href="#h_200f865794" id="h_200f865794"></a>

<figure><img src="https://downloads.intercomcdn.com/i/o/1126012612/9df45b5deefacc5b48e6230c/image.png?expires=1730713500&#x26;signature=f51093a7fcf92f0ee467f6633144d667e263c64e3f2bec124f884e9e7e6fdb97&#x26;req=dSElEMl%2Fn4deW%2FMW1HO4zYYmtq%2B4JpJXfs4wy3sDcNUilbmx6u8J76f%2FgYEp%0A3qWglu%2Fujj8qDzNO4kE%3D%0A" alt=""><figcaption></figcaption></figure>

The Models tab allows you to customize the most important focus points of your financial planning with Lucid.

The Models tab can be customized to include categories such as revenue forecast, operating expenses, capital expenditures, loan amortization schedules, and investment returns, allowing for comprehensive financial scenario planning and analysis.


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