KPIs

This section describes the KPIs and the formulas used to calculate the KPIs displayed in the dashboard.

Assets

The resources retained for a business to generate revenue or support operations.

The asset value can be calculated using this formula: Sum (GL Amount for items with unit code 1,2,3,4 where account class is asset)

Note: You can use the Account Year filter option to calculate GL amount for a specific time period.

Liabilities

The financial debts required to pay.

The liability value can be calculated using this formula: Sum (GL Amount for items with unit code 1,2,3,4 where account class is liabilities)

Note: You can use the Account Year filter option to calculate GL amount for a specific time period.

Net Position

The difference between the total assets and total liabilities.

The net position value can be calculated using this formula: Total Asset – Total Liabilities