Financial Dashboard & Analytics Reports

Finance Analysis represents organization’s Finances with their sales, spend, net sales, what are the cost of goods, marketing, sales expenses, warehousing with detail understanding of all finance material.

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1. Account Payable Overview

  • It gives overall details balance, adjustment, bill, checks and deposits. It also gives balance and amount by type of transection over time

2. Account Payable Analysis

  • Focuses on party wise payable amount. It analyses Time based Bill, Bill payment check, deposits and general

3. Account Payable Aging

  • Monitors pending bill amount based on selection of time by creating various bucket
  • It also analyse party wise balance and bucket wise remaining bills

4. Account Receivable overview

  • It examines receivable amount by types invoice, payment, credit memo, check, and general Journal

5. Account Receivable Analysis

  • It analysis time based what are the target and actual receivable by time
  • It also analyse party wise credit amount and receivable amount

6. Account Receivable Aging

  • It gives receivable details of balance over time and various buckets of days with amount receivable on selection of specific time

7. Profit Loss overview

  • Examine profit and los details with what are net sales, gross sales, gross margin with margin after marketing, sales expense, and marketing and what is the operating income vs expense
  • It also gives category wise % net sales

8. Profit Loss Analysis

  • It gives account name, party, and transaction type wise net amount and selected KPI wise time-based net sales

9. Profit Loss budget vs actual

  • Analyse budget vs net amount by category and category wise budget vs actual

10. Profit Loss Details

  • It gives gross sales, trend spend, cost of goods, marketing, general administrative, sales expense by account Name and net sales