General Ledger Balance Sheet Analysis dashboard

GL Balance Sheet Analysis dashboard

The General Ledger Analysis dashboard consists of these KPIs:

  • Assets
  • Liabilities
  • Equity
  • Return On Equity
  • Inventory
  • Accounts Receivable
  • Accounts Payable
  • Debt Ratio
  • Quick Ratio
  • Current Ratio
Note: The arrow trend indicators in this dashboard compare the current year to date (YTD) with the last YTD. If a filter is changed to another year, then the KPI values and trend indicators compare the selected year to its previous year.

Reports:

  • Liability and Asset Trend
  • Asset Comparison
  • Liability Comparison

Filters:

  • Company
  • GL Sub-Account
  • AccountNo
  • GL Division
  • DepartmentNo
  • Bal Level 1 Name (Balance sheet Level 1 names)
  • Bal Level 2 Name (Balance sheet Level 2 names)
  • Bal Level 3 Name (Balance sheet Level 3 names)
  • Bal Level 4 Name (Balance sheet Level 4 names)
  • Year (Default value = Current year)
  • Year/Quarter
  • GL Year/Month (Default value = Current year/month)