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.

RFMAnalysis-img1
RFMAnalysis-img2
RFMAnalysis-img3

Deployment Support Included

12 man days

Contact us for pricing

Send Inquiry

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