Finance Insights
Last update:
07/21/2026
Completed
In this topic
Finance Insights Overview
- Introduction to Finance Insights
- Dashboards & KPIs
- Cash Flow & Forecasting
- Budget vs Actual & Profitability
- Customer & Vendor Risk Screens
- Audit Trail, Reconciliation & Compliance Screens
Dashboards & KPIs
Cash Flow & Forecasting
Customer & Vendor Analytics
Performance & Profitability
Audit & Compliance Screens
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
| 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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This documentation is updated continuously. Some features described here may be renamed, deprecated, or still being finalized.