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. The composition of current assets and current liabilities assesses the company's ability to meet its short-term obligations.

This dashboard can answer these business questions:

  • 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?

When you log in, values from the previous period are displayed by default. Reports and KPI in this dashboard show the values using the End This Period analysis. Filters selected in this dashboard are passed to the Income Statement and Key Ratio dashboards so you can perform continuous data analysis.

A redesigned version of the Balance Sheet dashboard following Infor Design standards is available in the C-Suite collection. See C-Suite: Balance Sheet dashboard.


The dashboard contains these reports:
  • Overview of Current Assets
  • Overview of Current Liabilities
  • Balance Sheet

Currency information is also displayed on the dashboard.


These required filters are available:
  • Division (Config. 3)
  • Fiscal Period (Config. 2)
  • Last N Periods (Config. 2)

The Last N Period filter controls the number of periods displayed in the Balance Sheet report.

Drill across

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