Empowering Data-driven Decisions
your essential financial insights dashboard
The Financial Analytics Dashboard brings crucial finance information together in one convenient, easy-to-use environment. The intelligent tool helps you make informed decisions, optimize financial performance, and build strategic growth.
Experience next-level financial planning with features such as Company Overview, Year-over-Year Comparisons, Monthly Performance Tracking, Expense Allocation Analysis, and Key Performance Indicator (KPI) Monitoring. The data is reported in a rich combination of tables, charts, and graphs that can be adjusted to address your specific analytical needs.
Whether you are an executive, financial manager, or entrepreneur, this integrated dashboard provides you with the data-driven insights you need to drive profitability to new heights, optimize operations, and remain competitive. Leverage the power of data-driven decision making with our Financial Analytics Dashboard.
What is included?
Company Overview
Instantly grasp your financial pulse with our Company Overview. Track real-time KPIs across Profit & Loss, Balance Sheet, Cash Flow, and Ageing reports, all in one glance. See where you stand today and how you’ve progressed year-over-year to make smarter, faster decisions.
Profit and Loss
Dive deep into your profitability with our dynamic Profit & Loss section. Pinpoint growth opportunities, swiftly identify trends, and gain strategic foresight by comparing performance across Year-over-Year, Monthly, and Multiple Years.
Balance Sheet
Get a crystal-clear snapshot of your financial health with the Balance Sheet. Instantly assess your Assets, Liabilities, and Equity to understand true financial position, optimize liquidity, and make confident strategic moves.
Trial Balance
Ensure impeccable financial accuracy with the Trial Balance. Validate every entry and guarantee accounting integrity, giving you peace of mind and precision in all your reports.
Customers & Suppliers Ageing
Optimize your cash flow and mitigate risk with Customers Receivables Ageing, prioritizing collections for maximum liquidity. Strategically manage outflows and maintain strong vendor relations with Suppliers Payables Ageing, ensuring optimal working capital.
Financial Ratios
Uncover hidden insights into your performance with Financial Ratios. Assess Profitability, Liquidity, Leverage, and Efficiency through key metrics, identifying strengths, weaknesses, and opportunities for strategic advantage.
Features
Flexible Period Selection
View financial data for any period-from days to years-to identify trends and patterns important for your business.
Comprehensive Filtering
Zoom into your data using multiple filters that let you focus on specific products, regions, customer segments, or any other relevant criteria.
Custom Groupings
Group your data the way you want. Categorize by product types, sales regions, time periods, or any form of grouping that will best suit your needs for analysis.
Custom Figure Display
Choose which numbers you want to show. From revenue and number of units sold, to profit margins and customer acquisition costs-show the figures that drive your decisions.
Interactive Visualization
Interact with your data through dynamic charts and graphs; click, hover, zoom to explore the stories behind the numbers. Rich Tooltips: More context with each engagement by using customized tooltips that can show more depth in extra information and quick insights at a glance.