Review Finance Metrics

When to use it

Use this guide when you need to review Finance Metrics.

Before you start

• Open Finance Metrics from the module menu. Your account must have access to this screen and permission for the action you want to complete.

What this changes

The charts show finance metrics for your selected dates and filters.

Viewing, filtering or exporting information does not correct the underlying records. A downloaded file is a copy of the result at that time.

Steps

1. Open Analytics Dashboard → Finance Metrics.
2. Choose Date Range or a preset from Period.
3. Open Filters and choose Customer Segments and Customers. Select Apply. Use Clear to remove the extra filters.
4. Review the refreshed totals and charts. Keep the same dates and filters when comparing figures.

Screenshot to add: Finance Metrics: review finance metrics. Capture filename: images/review-finance-metrics.png.

Restrictions

You need access to this metrics screen. A period with no matching activity can show empty charts. Changing a filter does not change orders, stock, or payments.

Troubleshooting

What you see	What to do
Charts are empty or show unexpected totals	Check Date Range, Period, Customer Segments and Customers. Use Clear to remove unintended extra filters and Apply for the intended selection. Wait for loading to finish, then reload the page if it failed.
Figures still do not agree	Compare Finance Metrics with the relevant invoices, payments or expenses using the same dates and scope. Give the responsible reviewer the chart name, filters, record references and expected figures. Have the source corrected through its own action guide, then reload and recheck the charts.
An earlier copy of the figures was shared	After checking the refreshed result, replace the earlier copy and tell its recipients which version to use. Changing the view does not update copies already shared.

Related guides

• Module overview