C-Suite: 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 CEO, CFO, Balance Sheet, Income Statement, and Key Ratio - Operational dashboards so you can perform continuous data analysis.

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
  • Debt Ratio

Currency information and the selected Fiscal Period are displayed in the banner. The displayed information changes depending on the selected value in the Division and Fiscal Period filters.

The KPIs show the corresponding metrics for the selected 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).

For Return on Equity Pct, Net Working Capital, Asset Turnover Ratio, and Asset Leverage KPIs, a green arrow head pointing upward indicates an increase in value and a red arrow head pointing downward indicates a decrease in value. If there is no change, a yellow square indicator is displayed.

For Debt Ratio KPI, a green arrow head pointing downward indicates a decrease in value and a red arrow head pointing upward indicates an increase 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.

Filters

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

Drill across

Click the Back button on the banner to return to the CFO Dashboard.

Related topics