Balance Sheet dashboard

The Balance Sheet dashboard shows the financial state of a company by providing a snapshot of its assets, liabilities, and equity for a given period. The balance sheet report gives a quick overview of what the company owns and owes while the composition of current assets and current liabilities assesses its ability to meet its short-term obligations.

This dashboard can answer business questions such as:

  • How financially healthy are each of the company's divisions?
  • Does the company have high borrowings or tax liabilities?
  • Is liquidity enough for the company to service its debts?
  • Is the company holding too much inventory and does it have enough cash?

Reports:

  • Overview of Current Assets
  • Overview of Current Liabilities
  • Balance Sheet

You can use the standard filters Division and Fiscal Period to report against a division for a specific fiscal period.

Source information and reports are documented in the Finance Key Ratio section.