Key Ratio - Strategic dashboard

The Key Ratio - Strategic dashboard focuses on the long-term key financial measures to understand the company's financial health. Using the information provided in this dashboard, the executives can determine how the company uses and leverages on the invested capital. Plotting trends for these financial key measures helps determine 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?
  • Is the business 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 CFO Dashboard, Balance Sheet, Income Statement, and Key Ratio - Operational dashboards so you can perform continuous data analysis.

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

Reports and KPIs

The dashboard contains these reports:
  • Equity over Time
  • Return on Equity by Period
  • Asset Leverage by Period
  • Return on Working Capital by Period
  • Return on Total Capital by Period
  • Current Assets by Period
This dashboard also contains these KPIs:
  • Return on Equity Pct
  • Net Working Capital
  • Asset Turnover Ratio
  • Asset Leverage

When you select a period in the Fiscal Period filter, the period is shown on the dashboard. The KPIs show the corresponding metrics for that period. Each KPI displays an indicator comparing the Fiscal Period value from the selected Period Comparison filter value (Last Fiscal Period or Fiscal Period Year). A green arrow pointing upward indicates an increase in value and a red arrow pointing downward indicates a decrease in value. If there is no change, a yellow square indicator is displayed.

The KPIs use the Accounting Period Date as the date basis for analysis and the Sum aggregation.

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)
  • Period Comparison

Drill across

Click <<Back to return to the CFO Dashboard.