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pheonix23
Advocate I
1 year ago

Financial Reporting Dashboard

Managing financial data efficiently is essential for making informed choices. Whether you are tracking income statements, balance sheets, cash flows, or key financial measures, this dashboard gives you complete control over your data!

🔍𝗪𝗵𝗮𝘁'𝘀 𝗜𝗻𝘀𝗶𝗱𝗲?
𝗜𝗻𝗰𝗼𝗺𝗲 𝗦𝘁𝗮𝘁𝗲𝗺𝗲𝗻𝘁, 𝗕𝗮𝗹𝗮𝗻𝗰𝗲 𝗦𝗵𝗲𝗲𝘁, 𝗮𝗻𝗱 𝗖𝗮𝘀𝗵 𝗙𝗹𝗼𝘄 𝗦𝘁𝗮𝘁𝗲𝗺𝗲𝗻𝘁: Select any two years to compare financial data with slicers. Want to see 𝟮𝟬𝟮𝟭 𝘃𝘀𝟮𝟬𝟭𝟱? Simply select the years from the slicer, and the variance will be calculated automatically.

𝗬𝗲𝗮𝗿𝗹𝘆 𝗕𝗮𝗹𝗮𝗻𝗰𝗲 𝗦𝗵𝗲𝗲𝘁 & 𝗬𝗲𝗮𝗿𝗹𝘆 𝗖𝗮𝘀𝗵 𝗙𝗹𝗼𝘄 𝗦𝘁𝗮𝘁𝗲𝗺𝗲𝗻𝘁: See financial data for all or specific years in one place.

𝗔𝗴𝗲𝗱 𝗧𝗿𝗶𝗮𝗹 𝗕𝗮𝗹𝗮𝗻𝗰𝗲: View 𝗼𝘂𝘁𝘀𝘁𝗮𝗻𝗱𝗶𝗻𝗴 𝗶𝗻𝘃𝗼𝗶𝗰𝗲𝘀, their values, and overdue days categorized by aging group (1-30 days, 31-60 days, etc.).

𝗜𝗻𝘀𝗶𝗴𝗵𝘁 𝗥𝗲𝗽𝗼𝗿𝘁: View dynamic rankings of consumers, products, cities, territories, and countries using your preferred metric.

𝗖𝘂𝘀𝘁𝗼𝗺 𝗜𝗻𝘀𝗶𝗴𝗵𝘁 𝗖𝗼𝗺𝗽𝗮𝗿𝗶𝘀𝗼𝗻: Compare financial data from any two periods (for example, Jan 2021 vs. Jan 2015 or 2021 vs. 2015) based on metrics (sales, profit, net profit) and dimensions (customers, goods, etc.). Additionally, you have the option to select your desired time period ( fiscal year, fiscal quarter, or fiscal month).

𝗥𝗮𝘁𝗶𝗼𝘀: Access key financial ratios such as 𝗖𝘂𝗿𝗿𝗲𝗻𝘁 𝗥𝗮𝘁𝗶𝗼, 𝗖𝗮𝘀𝗵 𝗥𝗮𝘁𝗶𝗼, 𝗗𝗲𝗯𝘁/𝗘𝗾𝘂𝗶𝘁𝘆 𝗥𝗮𝘁𝗶𝗼, 𝗥𝗲𝘁𝘂𝗿𝗻 𝗼𝗻 𝗘𝗾𝘂𝗶𝘁𝘆, 𝗮𝗻𝗱 𝗺𝗼𝗿𝗲, based on specific years.

 

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