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Finance Insights

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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Responsible System
Last Update 07/21/2026
Completion Time 2 days 19 hours
Members 1
Accounting & Finance
Budget vs Actual & Profitability
Budget vs Actual & Profitability

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

ScreenWhat It's For
Sales Analytics / Daily Sales SnapshotDay-to-day sales performance tracking, separate from the longer-range trend charts on the main dashboard.
Average Order Value TrendWhether typical order size is growing or shrinking over time.
Top Discount RecipientsWho is receiving the most discounting, to check it aligns with actual customer value/volume.
Pricing Power IndexHow much of a price increase the market/customers have actually absorbed historically.
Gross Margin StabilityHow consistent margins are period to period — volatility itself is a risk signal, even if the average looks fine.
Recurring Revenue TrackerMRR/ARR-style tracking for subscription or contract revenue.
P&L ForecastProjects 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.
Finance Insights Overview
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Budget vs Actual & Profitability
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

ScreenWhat It's For
Sales Analytics / Daily Sales SnapshotDay-to-day sales performance tracking, separate from the longer-range trend charts on the main dashboard.
Average Order Value TrendWhether typical order size is growing or shrinking over time.
Top Discount RecipientsWho is receiving the most discounting, to check it aligns with actual customer value/volume.
Pricing Power IndexHow much of a price increase the market/customers have actually absorbed historically.
Gross Margin StabilityHow consistent margins are period to period — volatility itself is a risk signal, even if the average looks fine.
Recurring Revenue TrackerMRR/ARR-style tracking for subscription or contract revenue.
P&L ForecastProjects 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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New Content
Introduction to Finance Insights
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 DashboardVisual cards showing Revenue, Expenses, Profit, Cash Balance, Receivables, Payables.
Cash FlowProjected cash inflows and outflows over the next 30/60/90 days.
Revenue BreakdownSales by product, customer, salesperson, channel.
Expense BreakdownCosts by category, department, vendor.
Profitability AnalysisGross profit and net profit trends with comparison to targets.
Budget vs ActualCompare 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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New Content
Cash Flow & Forecasting
Cash Flow & Forecasting
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Cash Flow Management

Cash Flow View

Go to Finance Insights > Cash > Cash Flow Forecast. Shows:

  • Opening Balance – Cash at start of period.
  • Expected Inflows – Open invoices due, expected payments.
  • Expected Outflows – Vendor bills due, payroll, recurring expenses.
  • Net Cash Flow – Inflows – Outflows.
  • Closing Balance – Projected end balance.

Forecast Periods

  • 7-day forecast – Immediate liquidity check.
  • 30-day forecast – Short-term planning.
  • 90-day forecast – Medium-term strategy.
  • Custom date range.

Other Cash Screens

ScreenWhat It's For
Cash Position 360Total cash across every bank/cash account right now, in one consolidated view.
Cash Conversion EfficiencyHow efficiently operating activity converts into actual cash (vs just booked profit).
Free Cash FlowCash generated after operating costs and capital spending — what's actually available to reinvest or distribute.
Burn Rate & RunwayFor cash-negative periods: monthly burn and how many months of cash remain at the current rate.
Working Capital CycleHow long cash is tied up between paying suppliers and collecting from customers.
Liquidity Stress TestModels how the cash position holds up under a revenue-drop or delayed-collections scenario.
Currency ExposureHow much cash/receivables/payables sit in each foreign currency, and the resulting FX risk.

Cash Flow Alerts

Configure alerts in Settings:

  • Low Cash Threshold – Alert when projected cash drops below a set amount.
  • Large Payment Alert – Notify when a single outflow exceeds a set amount.
  • Overdue Receivable Alert – Daily summary of overdue invoices.
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This documentation is updated continuously. Some features described here may be renamed, deprecated, or still being finalized.