Financial Dashboard

Use Cases   General KPI views for Pipeline, Revenue comparisons, Margins, and more Set your own goals for the company to easily monitor your unique goals vs system actuals Balance checks for your general and sub-ledger data and posting groups Quick views into your two favorite Financial Reports   Accounts Receivable AR Aging pie chart by aging bucket Summary balance and balance due list per customer Detailed AR Aging by customer with aging buckets displayed An added calculated field for “Average Pay Days by Customer” which allows you to see on average when a customer is making payments Late Payer Indicators and Highlighted Cells to Flag Late Payers All lists allow filters, sorts, drill downs, and are exportable to Excel   Accounts Payable AP Aging pie chart by aging bucket Summary balance and balance due list per vendor Detailed AP Aging by vendor with aging buckets displayed All lists allow filters, sorts, drill downs, and are exportable to Excel   Inventory Inventory Valuation