New in : Dashboards Have Arrived!
Summary
We’ve designed each of them to give you the key numbers in that area, to help you better run your business. The Cash Management dashboard shows you your bank balance for the past 6 months and the forecast for the next 6. The KPIs included are: • , because it can be an early indicator of cashflow problems • Total Debt to Income Ratio, which compares your total liabilities to your annual income • Debtor Days and Creditor Days to track how well you are managing incoming and outgoing payments • Net Profit Margin to show how profitable your business is The Financial Position dashboard shows what’s happening on your Balance Sheet, where you are at a point in time. These can include: • Account Trees, to filter and group the accounts you want to include • Business Unit Trees to identify and group your selected business units • Budgets to give you the comparisons you want • Date Ranges, such as Year-to-date, This financial year, Last calendar year, Rolling 12 months and many more There will be a bit of learning to get the hang of customising dashboards but it will be worth it for those of you who want to produce a particular set of charts. They’ll allow you to enhance and personalise the reports you produce each month, providing your audience with clear information.
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