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Dashboards

Dashboards include a set of predefined dashboards that will give you an at-a-glance overview of your company’s economical situation.

There are three categories* of dashboards:

  • Profit & Loss
  • Balance
  • Customers & Suppliers

 

Make adjustments to the dashboards

  • To change period for all dashboards; In the top right corner, click Period and select period from the list.
  • (If applicable) To change company for the dashboards; In the top right corner, click Companies and select company from the list.
  • See actual values; Hover over the graphs.
  • Drill down; Click the graph and click the transaction data, such as General Ledger.
  • Hide/Show data series in the chart; In the Legend, click the period and select Hide series or Show series from the list.
  • Change the dimension on your x-axis; Click the list below the chart and select dimension, such as Department.
  • Move the legend; Click in the upper right corner of the legend and drag to desired position.
  • Hide/Show legend; Click ⁝ Options and select Hide/Show legend.
  • See chart as table; Click ⁝ Options and select View as table.
  • Download chart as SVG or CSV; Click ⁝ Options and select Download SVG or Download as CSV.

 


*Dashboard categories

 

Profit & Loss

 

Profit

Profit is all total income of a business within a given period.

Profit consists of all the income that the business has had during an accrued time frame. As a rule, this involves earnings from invoiced goods and services, cash sales, and other income.

 

Accumulated profits

Accumulated profit is the sum of previous periods, plus the current period.

 

Profit before taxes

In the income statement, all operating revenues and operating expenses for the current financial year are set up. By calculating the difference between all income and all expenses, you arrive at the annual result before tax.

 

Accumulated profits before tax

Accumulated profit before tax is the sum of previous periods, plus the current period before tax.

 


Balance

 

Working capital

Working capital is the money you need to support short-term operations. It is this focus on the short term that distinguishes working capital from longer-term investments in fixed assets or R&D. Working capital is the difference between current assets and current liabilities. “Current” again refers to the fact that these items fluctuate in the short term, increasing or decreasing along with operating activities. Generally, these are assets that can be converted into cash within the next 12 months or operating cycle, such as inventory and accounts receivable. Current assets include cash, short-term investments, accounts receivable and inventories.

 

Current ratio

The current ratio is a popular metric used across the industry to assess a company’s short-term liquidity with respect to its available assets and pending liabilities. In other words, it reflects a company’s ability to generate enough cash to pay off all its debts once they become due. It’s used globally as a way to measure the overall financial health of a company.

 

Acid-Test Ratio

The acid-test ratio, commonly known as the quick ratio, uses a firm’s balance sheet data as an indicator of whether it has sufficient short-term assets to cover its short-term liabilities.

 


Customers and suppliers

 

Age-distributed balance list customers – overdue

This age-distributed balance list shows all overdue items per customer.

 

Age-distributed balance list customers – non-overdue

This age-distributed balance list shows all non-overdue items per customer.

Open customer records Top 10 today’s date

This report shows the company’s ten largest customers.

 

Age-distributed balance list suppliers – overdue

This age-distributed balance list shows all overdue items per supplier.

 

Age-distributed balance list suppliers – non-overdue

This age-distributed balance list shows all non-overdue items per supplier.

 

Open Vendor Items Top 10 Today’s Date

This report shows the company’s ten largest suppliers.


 

TIP: You can change the Chart of Account to suit your business needs.