Business Insights

The Business Snapshot gives you a high-level view of where your business stands as of the last day of your reporting period. Synced from your accounting software, it gives you a clear overview of your net profit, revenue, bank balance and net cash movement.​

Since profit doesn't always equate to available cash, these figures give you a picture of both side-by-side.​

The green/red indicators and trend line also make it easy to see at a glance how each number is tracking o​

The profitability tab shows a summary of your P&L as well as gross and net profit margins and return on investment. These numbers reflect your actual profit, how efficiently your business is operating and whether your capital is working hard enough.​

Monthly, quarterly and yearly toggles allow you to see the figures across different time periods.​

The position tab is where your business health comes to the forefront.​

See your net assets, debtors and creditors balances and payment cycle, and cash position.​

This data is vital as a business can have excellent profit on paper but still run out of cash. This tab shows where the gap may be.​

Real world example: Paying a supplier in 1 day while customers take 31 days to pay is a self-inflicted cash deficit. The dashboard surfaced it and a change to internal processes was an easy fix that freed up cash.​

A structured executive report analysing how the period has gone and any recommended action points or takeaways.​

Straight-to-the-point overview of where your business stands, what it means operationally, and what to do next.​

Honest analysis. What's going well, what's not and rationale behind each point.​