Primary Blog/Use Case/Analytics Explainer - Balance Sheet Summary

Analytics Explainer - Balance Sheet Summary

Intro / Purpose
• We need a dashboard to better understand the components of our Balance Sheet
• Need to be able to see high level categories and break down the most critical (Inventory, Current Assets, Current Liability)

Data Used
• Datasource: Quickbooks Accounts
• Key Fields: Account Group, Account Sub Group, Account, Balance

• Asset, Liability, and Equity balances listed by main account groups.
• Inventory, Current Asset, and Current Liability broken down into individual account totals

Sample Questions Answered
• What is our Asset, Liability, and Equity profile currently?
• What types of inventory are we investing the most $’s?
• What is the profile of our current assets? What do we have immediate access to?
• What is the profile of our current liabilities? Are we covered by current assets?

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