Key Ratios dashboard

The Key Ratios dashboard provides an overall analysis of a company by using several financial ratios defined in the Finance Key Ratio model. Plotting trends for these ratios helps measure the company's performance across various aspects of the business over a period of time.

This dashboard can answer business questions such as:

  • Does the company provide a good return on equity?
  • Is the business effective in turning capital into profit?
  • Are investments being utilized and are they generating substantial returns?

The dashboard consists of KPIs for Asset Leverage, Adjusted Sales per Employee ('000's), and Adjusted Equity. These KPIs show the last non-empty values for a fiscal period. In addition, the dashboard also includes these reports:

KPI Charts:

  • Asset Leverage Trend
  • Adjusted Sales per Employee ('000's) Trend
  • Adjusted Equity Trend

Reports:

  • Return on Working Capital by Period
  • Return on Total Capital by Period
  • Return on Equity by Period

You can filter the data by using the standard filters Division and Fiscal Year.

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