Scenario
How to add Financial Ratios both to Standard and Custom ones to dashboard.
Solution
1. Add Standard Ratio:
- Navigate to Home > Dashboard
- Top Right Corner: Click Personalize
- Standard Content: Click KPI Scorecard
- KPI Scorecard:
- Top Right Corner: Click Set Up
- KPI Scorecard: Select Financial Ratios
- Click Save
- Current Ratio
- Receivables Turnover
- Days Sales Outstanding
- Inventory Turnover
- Days Inventory on Hand
- Asset Turnover
- Profit Margin on Sales
- Return on Assets
- Return on Equity
- Debt to Total Assets
- Debt to Equity
- Top Right Corner: Click Customize
- KPI:
Note: Always click OK once Field selected and adjusted as needed. - Select Formula (Numeric)
- Formula: Enter ({BANKBAL}+{RECEIVABLES}+{OTHERCURRENTASSET}) - ({PAYABLES}+{CREDITCARDBAL}+{OTHERCURRENTLIAB})
- Label: Enter Working Capital
- Select Formula (Numeric)
- Formula: Enter {OPERCASHFLOW}
- Label: Enter Operating Cash Flow
- Select Formula (Numeric)
- Formula: Enter {EXPENSES}/{SALES}
- Label: Enter Expense Ratio