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Intelligence 360: Financial KPIs

Interpret revenue, margin and finance indicators responsibly.

STEP 1

Before you start

Confirm the same reporting period, basis and source definitions will be used across comparisons.

STEP 2

Open the correct workspace

Open the financial indicators section of Intelligence 360.

STEP 3

Complete the operation

Review available sales, receivable, payable, profit or cash KPI cards and their trend labels.

STEP 4

Review and confirm

Use drill-down or matching accounting reports to investigate an unusual KPI.

STEP 5

Check the result

Record any reconciliation difference and avoid claiming audited results from a dashboard card alone.

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