In our Financial Overview menu, you will find a number of different ways to track the key financial numbers that tell the story of the company. It includes the following features:
Revenue: Keep track of the income
Add a year. Add revenue for each quarter. The annual is automatically updated and you will see a chart with the revenue for the last 5 quarters and the last 3 years. Specify export if needed.
Profit: Monitor all the margins
The profit page you can see all of your profit figures on a single page. Gross Profit, and Operational profit along with Net profit before tax.
Cost Structure: Visualize the break-down of direct and operational costs
This “smart” page will automatically calculate the total costs based on the numbers for revenue and profit already entered. All that is left is to break down the biggest numbers and the rest will show as uncategorized.
Balance Sheet: Understand the composition of assets and liabilities
This page will help you and your clients get a quick visual overview of the company’s distribution of assets and liabilities.
Ratios: Calculated automatically and with color-coding
With this feature you — or your clients — can now see all the standard financial ratios automatically calculated as soon as basic financial information is entered on other pages. Set the minimum and ideal target for each ratio and the traffic light indicator will provide a visual cue for your attention.
Funds Received: Track historic funding
Get an overview of the funds the client company has received by quarter and year. When adding new funds, you can specify the type of funding, the name of the lender or provider, the main use of the funds, and much more.
Employees: Count the people who create the growth
View charts and tables of how your clients are growing quarter by a quarter in terms of employees. Full time. Part-time. Temporary and seasonal.
See aggregated number for all your clients
Keep track of your clients' money our analytics and reporting features!
Just add the client company's financial information on the "Financial Overview" pages and get an instant overview of analytics from your clients' finances and growth under the “Analytics” menu.
Get page by page or a complete Financial Overview in PDF
As always you can download each page as a single PDF or also download the full Financial Overview PDF report.
