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.

Related guides

• Module overview