Balance Sheet Insights Dashboard
Use this dashboard to provide a centralized interactive view of financial position using SyteLine ERP data in Birst BI. The dashboard provides insight into assets, liabilities, and net position.
The dashboard supports evaluation of financial stability and long-term business health for finance leaders and stakeholders. The users can analyze balance sheet components, including current assets, long-term assets, current liabilities, long-term liabilities, equity, share value, and investment value.
The dashboard consolidates balance sheet data into a single analytical view, improves visibility into financial structure, and supports assessment of liquidity, capital strength, financial planning, risk management, and long-term growth.
This dashboard displays the information based on these KPIs:
- Asset
- Liabilities
- Net Position
These are the filters associated with this dashboard:
- Site (E)
- Account Year
- Account Year Period
- Account Type
- GL Account
- Unit 1
- Unit 2
- Unit 3
- Unit 4
This dashboard uses these widgets to view the required data:
- Liabilities
- Assets
- Liabilities Details
- Asset Details
- Site Performance Current Year vs Previous Year (Liability)
- Site Performance Current Year vs Previous Year (Asset)