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Presentation

This dashboard shows the performance of any of your Finance KPIs, how this performance evolves over time and who contributes to this performance.

At the top left, you can visualize the performance of the KPI your selected.

 

At the top right, you can visualize the evolution of your performance across months (vertical bars). You can look at data in month-to-date or year-to-date (based on your selection in "Performance Scope").

The line shows the evolution of the reference (it can be previous year or budget depending on your selection in "Performance Scope").

Each bar is colored based on the variance percentage (Δ%) between the KPI value and its reference.

 

At the bottom, you can see the performance of the KPI you selected, split by the dimension your selected.

For each element of the dimension, it shows:

  • The KPI value
  • The variance (Δ) between the KPI value and its reference
  • The variance % (Δ%) between the KPI value and its reference

An easy way to better understand who contribute to the overall performance.

 

Select KPI

'Select KPI' selector allows you to easily switch from one KPI to another, so you can analyze your data from any point of view.

The list of available KPIs is defined during the configuration of your dashboard in LinPack.

In your Finance dashboard, you will be able to select the following KPIs:

  • Opex & Deprec. & Amort. OpEx + Depreciations + Amortizations
  • Total Revenues Sum of Revenues
  • COGS Cost of goods sold (COGS, also known as `Cost of Sales`) refers to the direct costs attributable to the production of the goods sold in a company. This amount includes the cost of the materials used in creating the good along with the direct labor costs used to produce the good. It excludes indirect expenses such as distribution costs and sales force costs.
  • Gross Margin Amount left over from Revenues after Costs of Goods Sold are subtracted (also called `Gross Profit`): Revenues - COGS
  • Gross Margin % Share of Gross Margin on Total Revenues: Gross Margin / Revenues (%)
  • OpEx Operating Expenses: Expenditures (that is, cash out) that a company makes to generate income (also called `SG&A Expenses`): S&M Expenses, R&D Expenses, G&A Expenses
  • OpEx to Revenues ratio Share of Operating Expenses on Total Revenues: OpEx / Revenues (%)
  • EBIT Earnings before interest and taxes -> profits before taking away interest charges and tax payments: Gross Margin - (OpEx + Depreciations + Amortizations)
  • EBIT % Share of EBIT on Total Revenues: EBIT / Revenues (%)
  • EBT Earnings Before Taxes: EBIT - (Interests + Taxes)
  • EBT % EBT / Revenues (%)
  • Deprec. & Amort. Amortizations and depreciations are methods of prorating the cost of business assets over the course of their useful life
  • Interests & Taxes Sum of Interests & Taxes
  • Current Assets Assets that are expected to be converted into cash in less than 12 months: Cash, Accounts Receivables, Inventory, Prepaid Expenses
  • Current Liabilities Bills that must be paid within one year of the date of the Balance Sheet: Accounts Payable, Accrued Expenses, Current Portion of Debt, Income Taxes Payable
  • Total Assets The final amount of all gross investments, cash and equivalents, receivables, and other assets as they are presented on the balance sheet
  • Total Liabilities Sum of Current Liabilities and Long-Term Debt
  • Working Capital Amount of money the enterprise has to work with in the short-term: `Current Assets` - `Current Liabilities` (also called `Net Current Assets` or `Funds`)
  • Working Capital ratio Current Assets / Current Liabilities (%)
  • Liquidity ratio Current Liabilities / Current Assets (%)
  • Total Equity Total Assets - Total Liabilities
  • ROI % EBT / Total Equity (%)
  • Debt to income ratio Total Liabilities / Revenues (%)
  • Debt to equity ratio How much debt the company has relative to its investor equity: Total Liabilities / Total Equity (%)
  • (+ any KPI you want to add to your Finance dashboard)

 

Select Dimension

'Select Dimension' selector allows you to easily switch from one dimension (analytical axis) to another, so you can analyze your data from any point of view.

The list of available dimensions is defined during the configuration of your dashboard in LinPack.

In your Finance dashboard, you will be able to select the following dimensions:

  • MonthMonth (Date format)
  • Legal Entity, CompanyLegal Entity, Company
  • Cost Center, Department, DivisionCost Center, Department, Division

 

Select Current Period

'Current Month' and 'Current Year' selectors allow you to easily select what is the period (month and year) you want to analyze.

 

Select Performance Scope

'Performance Scope' selector allows you to easily switch from one type of Performance Analysis to another.

Just pick-up what you want to analyze:

There are five types of Performance Analysis available:

  • Current Month vs Previous Month (e.g. if you selected Nov-2017 as being your current month, you will analyze Nov-2017 vs Nov-2016)
  • Current Month vs Same Month, Previous Year (e.g. if you selected Nov-2017 as being your current month, you will analyze Nov-2017 vs Oct-2017)
  • Current Month: Actual vs Target  (e.g. if you selected Nov-2017 as being your current month, you will analyze Actual Nov-2017 vs Target Nov-2017)
  • Year-to-Date: Current Year vs Previous Year (e.g. if you selected Nov-2017 as being your current month, you will analyze YTD Nov-2017 vs YTD Nov-2016)
  • Year-to-Date: Actual vs Target  (e.g. if you selected Nov-2017 as being your current month, you will analyze Actual YTD Nov-2017 vs Target YTD Nov-2017)

Note: 'Current Month: Actual vs Target' and 'Year-to-Date: Actual vs Target' are only available in the list if at least one of your KPIs is defined as having a related Target.

 

Filter your data

This data visualization comes with four top filters:

In your Finance dashboard, you will be able to filter on:

  • Legal Entity, CompanyLegal Entity, Company
  • Cost Center, Department, DivisionCost Center, Department, Division

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