GL Account Analysis Dashboard
Use this dashboard to provide a centralized and interactive view of general ledger performance using SyteLine ERP data in Birst BI. The dashboard also provides financial insight across fiscal year, accounting period, GL account, unit code, and site dimensions.
The dashboard supports financial performance analysis for finance leaders and analysts. The users can analyze general ledger trends, monitor account class performance, and assess financial activity by unit code and site.
The dashboard consolidates general ledger summary data into a single analytical view, reduces manual reporting effort, and improves financial transparency. The dashboard supports data-driven decisions for profitability, operational efficiency, and financial management.
The data in this dashboard is displayed using the Account Class selector. You can modify the data displayed in the widgets using these options:
- Null
- Cost of Sales (COS)
- Current Assets
- Current Liabilities
- Depreciation& Amortiziation expense
- Equity
- Equity non-monetary
- Interest income
- Non-operating income
- Non-current liabilities
- Operating expenses
- Revenue
- Tax Expense
These are the filters associated with this dashboard:
- Site
- Account Year
- Account Year Period
- GL Account
- Unit 1
- Unit 2
- Unit 3
- Unit 4