Before you start
Confirm the same reporting period, basis and source definitions will be used across comparisons.
Open the correct workspace
Open the financial indicators section of Intelligence 360.
Complete the operation
Review available sales, receivable, payable, profit or cash KPI cards and their trend labels.
Review and confirm
Use drill-down or matching accounting reports to investigate an unusual KPI.
Check the result
Record any reconciliation difference and avoid claiming audited results from a dashboard card alone.
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