/uploads/packs/000010/Finance Trends W.PNG

 

Presentation

This dashboard page shows the evolution of any of your Finance KPIs.

For any selected KPI, three visualizations are available:

  • Overall evolution of your KPI
  • Year-over-year
  • Yearly evolution

 

Overall evolution of your KPI

Select one KPI and visualize how it evolves across months:

  • The area shows the monthly evolution of your KPI over the selected period of time
  • The colored line at the top of the area represents the growth % vs previous period

 

Year over year 

Monthly evolution of the KPI you selected, one line per year. This DataViz highlights periodicity in your business.

 

Yearly evolution

One row per year, it shows the monthly evolution of your KPI. This DataViz allows you to easily see the relative values of one month across years.

 

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)

 

Filter on Date

This data visualization comes with a filter on the Date value. This feature enables you to focus on the period you are interested in.

You can filter dates at multiple levels: Day, Week, Month, Quarter or Year.

 

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

Other #DataViz in "Finance" Pack

Home

Finance Home

Finance Home
Finance Home Finance Home
Get a Home Page for your Finance dashboard

Cockpit

Finance Cockpit

Finance Cockpit
Finance Cockpit Finance Cockpit
Get instant overview of your Finance KPIs: Revenues, Gross Margin, Gross Margin%, EBIT%, OpEx, EBT%, Total Equity, ROI%...

Finance Top KPIs Overview

Finance Top KPIs Overview
Finance Top KPIs Overview Finance Top KPIs Overview
Get a transverse view on your top 6 Finance KPIs, split by the dimension of your choice

Finance Top KPIs Evolution

Finance Top KPIs Evolution
Finance Top KPIs Evolution Finance Top KPIs Evolution
Visualize how your Finance KPIs are evolving (Month-to-Date, Year-to-Date)

Financial Analytics

Balance Sheet

Balance Sheet
Balance Sheet Balance Sheet
Get an instant overview of your main Balance Sheet KPIs

Income Statement

Income Statement
Income Statement Income Statement
Get an instant overview of your main Profit & Loss KPIs

Income Statement - What-if Analysis

Income Statement - What-if Analysis
Income Statement - What-if Analysis Income Statement - What-if Analysis
Easily perform simulations and what-if analysis on your Top P&L KPIs

Behavioral Analytics

Finance KPI Performance

Finance KPI Performance
Finance KPI Performance Finance KPI Performance
Visualize the overall performance of any of your Finance KPIs: what is the performance, how does this performance evolve, who contributes to this performance

Trends Analytics

Finance Trends Analysis

Finance Trends Analysis
Finance Trends Analysis Finance Trends Analysis
Visualize the evolution of any of your Finance KPIs: Trends, Performance & Year over Year

Distribution Analytics

Finance Segmentation Analysis

Finance Segmentation Analysis
Finance Segmentation Analysis Finance Segmentation Analysis
Visualize the value of any of your Finance KPIs, split by the dimension you selected (market share analysis)

Finance Pareto Analysis

Finance Pareto Analysis
Finance Pareto Analysis Finance Pareto Analysis
Perform a Pareto Analysis on any of your Finance KPIs: the 80/20 rule.

Other Packs