Finance Insights

This course covers Finance Insights in Quickenerp: 57 executive dashboards and reports across cash, customers, vendors, performance, and audit. Learn how to read the KPI dashboard, monitor cash flow in real time, track customer/vendor risk, use the audit screens, and generate executive reports for decision-making.

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Last Update	07/21/2026
Completion Time	2 days 19 hours
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Accounting & Finance

Finance Insights Overview

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Audit Trail, Reconciliation & Compliance Screens

Preview

Catching Problems Before the Auditor Does

The Finance Insights > Audit menu is aimed at accountants and controllers rather than executives — screens that surface exceptions and reconciliation gaps rather than headline KPIs.

Screen	What It's For
Journal Audit Trail	Who posted/edited which journal entries and when — for internal control review.
Anomalous Transactions	Flags entries that don't fit normal patterns (unusual amount, account combination, or timing) for manual review.
Negative Balance Alerts	Accounts sitting in a balance direction they shouldn't (e.g. an asset account with a credit balance) — often a data-entry error.
Bank Reconciliation Status	Which bank accounts/periods are fully reconciled vs still open, across the whole company at a glance.
Tax Reconciliation Audit	Compares tax collected/paid per the ledger against what tax returns actually reported.
Tax & VAT Dashboard	Live view of tax liability building up through the period, ahead of the filing deadline.
Credit Notes Audit	Volume and reasons behind credit notes issued — a spike can indicate a quality or pricing-process problem.
Refund Rate Tracker	Refunds as a share of sales, trended over time.
Payment Method Mix	Split of how customers actually pay (cash/card/transfer/etc.) — useful for reconciling processor fees and cash handling risk.
Top Account Movements	Largest balance changes per account in the period — a fast way to explain "why did this number move so much".
Account Movement Velocity	How frequently/quickly specific accounts are turning over — unusually high velocity on a normally-quiet account is worth investigating.
Year-End Checklist	A structured checklist of the standard year-end closing tasks (see the Accounting course's "Period-End Closing Process" article) so nothing is missed during annual close.

Best Practices

Review the KPI dashboard daily for at least 5 minutes.
Set realistic KPI targets and review quarterly.
Monitor cash flow forecast weekly to avoid liquidity crunches.
Share the dashboard with department heads for visibility.
Run through the Audit screens monthly, not just at year-end — catching an anomalous entry the month it happened is far easier than untangling it during annual close.

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Budget vs Actual & Profitability

Preview

Budget vs Actual Analysis

Comparing Performance

Go to Finance Insights > Performance > Budget vs Actual.

Select a budget period.
See revenue and expense accounts compared side by side.
Variance Amount – Actual − Budget.
Variance % – (Variance / Budget) × 100.
Green = favorable (revenue higher or expense lower than budget).
Red = unfavorable.

Budget Heatmap shows the same variance data as a colour-coded grid across accounts and months, making it fast to spot which line item is driving an overall miss.

Profitability by Segment

Drill down profitability by:

Product / Product Category – Product Profitability screen shows which items drive profit.
Customer – see the Customer Profitability screen (previous article).
Salesperson – Margin by Salesperson.
Analytic Account / Cost Center – Analytic / Cost Center P&L.
Sales Channel – Online vs retail vs wholesale.

Other Performance Screens

Screen	What It's For
Sales Analytics / Daily Sales Snapshot	Day-to-day sales performance tracking, separate from the longer-range trend charts on the main dashboard.
Average Order Value Trend	Whether typical order size is growing or shrinking over time.
Top Discount Recipients	Who is receiving the most discounting, to check it aligns with actual customer value/volume.
Pricing Power Index	How much of a price increase the market/customers have actually absorbed historically.
Gross Margin Stability	How consistent margins are period to period — volatility itself is a risk signal, even if the average looks fine.
Recurring Revenue Tracker	MRR/ARR-style tracking for subscription or contract revenue.
P&L Forecast	Projects the income statement forward based on recent trends.

Exporting Reports

All dashboard views can be exported:

Click the Download button on any chart or KPI.
Format options: PDF, XLSX, CSV, PNG (for charts).
Schedule recurring exports via Actions > Schedule Report.

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Introduction to Finance Insights

Preview

Finance Insights Module

Finance Insights provides real-time dashboards and KPIs for executives. It aggregates data from Accounting, Sales, Purchases, and Inventory to give a comprehensive financial view, organised under five menus: Dashboards, Cash, Customers, Vendors, Performance, and Audit.

Core Concepts

Concept	Description
KPI Dashboard	Visual cards showing Revenue, Expenses, Profit, Cash Balance, Receivables, Payables.
Cash Flow	Projected cash inflows and outflows over the next 30/60/90 days.
Revenue Breakdown	Sales by product, customer, salesperson, channel.
Expense Breakdown	Costs by category, department, vendor.
Profitability Analysis	Gross profit and net profit trends with comparison to targets.
Budget vs Actual	Compare actual performance against budgeted figures.

Accessing Finance Insights

Go to Finance Insights from the main dashboard. The overview page (Executive Dashboard) shows:

Top KPI cards (Revenue, Expenses, Net Profit, Cash, AR, AP).
Revenue and expense trend chart (last 12 months).
Top 5 customers by revenue.
Aged receivables summary.
Upcoming payments.

CFO Command Center

The CFO Command Center screen is the single highest-altitude view — it pulls the headline number from most of the other screens in this course onto one page, meant to be the first thing a CFO or owner opens each morning before drilling into any specific area.

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This documentation is updated continuously. Some features described here may be renamed, deprecated, or still being finalized.