/uploads/packs/000010/Finance KPI Overview W.PNG

 

Presentation

This dashboard page shows your top 6 Finance KPIs, split by the dimension of your choice.

The following KPIs are displayed:

  • Total Revenues Sum of Revenues
  • 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 % Share of EBIT on Total Revenues: EBIT / Revenues (%)

 

 

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

 

How to read a KPI Card

This DataViz shows the performance of a given KPI.

It combines three components.

  • In the foreground, you can see the KPI name, its value and a symbol that indicates whether the KPI is above or under the reference (the reference is defined by the chosen value in the Performance Scope selector). This first component is colored depending on the evaluation.
  • In the background, an area chart shows the monthly evolution of the KPI across the last 24 months based on the selected period.
  • Below the chart, the variance in % vs the reference is displayed.

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