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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Budget vs Actual & Profitability

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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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Customer & Vendor Risk Screens

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Understanding Who You Sell To and Buy From

Beyond the main dashboard, dedicated screens under Finance Insights > Customers and > Vendors dig into relationship-level financial risk and value.

Customer Screens

Screen	What It's For
Customer Risk Score	Ranks customers by payment reliability/credit risk so collections can prioritise the riskiest accounts first.
Customer Lifetime Value	Total historical (and projected) value of the relationship, not just the last invoice.
Customer Profitability	Revenue from a customer net of the cost to serve them — a big customer isn't always the most profitable one.
Customer Concentration	How much revenue depends on your top few customers — a concentration risk flag.
Customer Churn Risk	Flags customers whose ordering pattern has gone quiet compared to their historical rhythm.
Customer Cohort Analysis	Groups customers by when they first bought, to see how each cohort's spend evolves over time.
Customer Acquisition Velocity	Rate of new customer acquisition over time.
Cross-Sell Opportunity Matrix	Which product combinations customers tend to buy together but aren't yet — an upsell target list.

Vendor Screens

Screen	What It's For
Vendor Concentration	How dependent your supply chain is on a small number of vendors.
Vendor Reliability Score	On-time delivery/quality-linked scoring per vendor, where tracked.
Vendor Spend Analysis	Total spend by vendor and category — the starting point for negotiating volume discounts.
Vendor Payment Schedule	Upcoming bill due dates laid out on a timeline for payment planning.

Receivables & Payables Aging

Aged Receivable, AR & AP Aging, Late Invoice Tracker, Days to Pay Analytics, and Receivables Forecast together give a complete picture of who owes you money, who you owe, and how overdue each side is — the day-to-day working set for a collections/AP team, distinct from the higher-level risk-scoring screens above.

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Introduction to Finance Insights

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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.