A visual dashboard of ratios rather than a table. Pick a range (quick chips MTD, QTD, YTD, Last 12 mo, Last Quarter, Last FY), a Compare (vs Prior Period / vs Prior Year) and the Basis. The hero strip shows Revenue, Gross Profit, Net Income and Equity with their prior values and change (click to drill into the statement); Biggest movers highlights the three ratios that moved most; and grouped cards cover Liquidity, Profitability, Leverage, Efficiency and Coverage & Solvency, each with a short explanation.
19.8Business Performance
Chapter 19 · Reports·1 min read
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17.9PerformanceObjectives — company objectives and the employee copies tracked against them, with due dates and progress. Key Results — the measurable outcomes objectives…HRMS — people, time, pay and hiring19.2How a report page worksEvery report opens on a paper — a centred, print-ready document — with a toolbar above it: Report period with presets (Today, Yesterday, This week, This…Reports2.1The WorkspaceSigning in lands you on the Workspace — a grid of cards, one per module you have access to. Each card shows the module's icon, name and a one-line…The Workspace and finding your way around3.3Quick actionsA strip of one-click buttons starts the most common documents: Invoice, Estimate, Bill, Expense, Receive payment, Make payment and Customer.Dashboard