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Finance Insights

Last update: 07/21/2026

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In this topic
Finance Insights Overview
Dashboards & KPIs
Cash Flow & Forecasting
Customer & Vendor Analytics
Performance & Profitability
Audit & Compliance Screens

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