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Account Dashboard

Navigate your corporate Granite dashboard

The Dashboard is your main overview page. It shows your account status, balances, money in transit, and performance.

Who can access the Dashboard?

All corporate roles can view the Dashboard:

  • Signatory

  • Co-Signatory

  • Maker

  • Checker

What you see on the Dashboard

1) Account status

At the top of the page you will see:

  • Corporate Status (for example: Active)

  • Verification status (for example: Fully Verified Account)

You will also see a status card such as Account Verified, confirming your corporate account is verified and active.

2) Balance and cash movement tiles

The Dashboard includes three key tiles:

  • Total Available Balance

    • Your current available balance in Granite (shown in EGP).

    • This is the amount currently available to invest or withdraw, depending on your account activity.

  • Incoming Money in Transit

    • Money that has been sent to Granite (Transfer In) but is still being received or reconciled.

  • Outgoing Money in Transit

    • Money that is in the process of being transferred out (Transfer Out) but has not completed yet.

Tip: If a transfer has been initiated recently, it may appear under “in transit” until it is fully processed.

3) Performance section

The Performance section helps you analyze returns over time.

Time range selector
Choose the period you want to view:

  • 1 Week, 1 Month, 3 Months, 6 Months, 1 Year, YTD

View toggle

  • Company: performance view for the corporate account

  • Fund: performance view for the underlying fund (if available in your dashboard)

Performance metrics
Depending on account activity and selected period, you may see:

  • Actual Return

  • Annualized Returns

  • Actual Performance

If your account has no invested balance or no relevant history for the selected period, values may show as N/A.

Where to go next (sidebar shortcuts)

From the left sidebar you can quickly navigate to:

  • Transfer in (deposits)

  • Transfer out (withdrawals)

  • Transaction History

  • Export Statements

  • Bank Accounts

  • Team Members (Signatory and Co-Signatory only)

  • Help and Support

  • KYC Requests (under Settings)