WIP: Key Ratio dashboard
The Key Ratio dashboard provides an overall analysis of a company 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 these business questions:
- 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?
Reports and KPIs in this dashboard show the values using the End This Period analysis. Filters selected in this dashboard are passed to the Balance Sheet and Income Statement dashboards so you can perform continuous data analysis.
Reports and KPIs
The dashboard contains these reports:
- Return on Working Capital by Period
- Return on Total Capital by Period
- Return on Equity by Period
- Adjusted Sales per Employee ('000's) by Period
- Asset Leverage Trend
- Adjusted Equity Trend
- Asset Leverage
- Adjusted Equity
These KPIs show the values based on the selected fiscal period and use the Sum aggregation.
Currency information is also displayed on the dashboard.
Filters
- Division (Config. 5)
- Fiscal Period (Config. 2)
- Last N Periods (Config. 2)
These filters are mandatory.