Ledger - SKY Analytics

Articles

Account Details Dashboard
This dashboard honors restrictions based on Profit Centers. Purpose The Account Details dashboard shows information for General Ledger accounts. Journal Entry Numbers, Account IDs, Account Descriptions, Vendor IDs, Comments on the Journal Entry...
Asset Exploration Dashboard
This dashboard is based on data from a scheduled extract that occurs daily. The Current Ratio reflects the Current Assets / Current Liabilities . The Debt to Asset Ratio reflects the Liabilities / Assets . The Asset Turnover Ratio reflects the ...
Balance Sheet Analysis Dashboard
Purpose The Balance Sheet Analysis dashboard gives a balance for asset, liability, and capital G/L accounts. This dashboard displays the balances for account types based on filters selected. A year over year comparison and account detail by...
Budget Forecast Analysis Dashboard
This dashboard is based on data from a scheduled extract that occurs daily. Purpose The Budget Forecast Analysis dashboard displays a comparison of Budget to Forecast. Comparisons are broken down by Profit Center , Current or Fiscal Month ,...
 Budget Variance Dashboard
This dashboard is based on data from a scheduled extract that occurs daily. Purpose The Budget Variance dashboard displays Net profit Actual year to date totals , Net Profit Budget Total , Net Profit Variance (Remaining) , Budget to Actu...
Cash Flow Dashboard
Purpose The Cash Flow dashboard displays the inflow and outflow from operations, investing, and financing. The year-to-date number displays at the top followed by the current fiscal month then the prior fiscal month. Details Cash flow is set u...
CFO Sales Dashboard
The CFO dashboard is based on data from a daily, scheduled extract. Purpose This dashboard provides an overview of sales and profit across years. Details The sales information is based on the Invoice sales. The profit information is based on...
Gross Margin Report Dashboard
This dashboard honors user restrictions based on category. Purpose The Gross Margin Report dashboard helps to look at sales involved per unit with its margin relating MTD , YTD , Prior YTD , and FYE Budget in a single window. Details Fil...
Income Statement Analysis Dashboard
This dashboard honors user restrictions based on Profit Center and Category. Income Statement Analysis Tab Purpose The Income Statement Analysis dashboard gives an overview of different account categories with year-to-date and monthly activi...
Out of Balance - Cash on Hand GL Accounts and Undeposited Totals Dashboard
Purpose This dashboard gives the ability to see if undeposited payments and journal entries do not match the current balance of the Cash on Hand account. Details Filter account information across the dashboard by selecting the desired account....
Product Profit Analysis Dashboard
Purpose The Profit Summary tab displays total profit and margin as well as profit and margin per product based on the selected date range. The Profit by Invoice tab helps to identify Invoice line items with a margin below the desired threshold....
Profitability Dashboard
This dashboard is based on data from a scheduled extract that occurs daily. Purpose The Profitability dashboard is used to view profitability by several dimensions to understand the most profitable areas. The Summary tab shows an overview wit...