Primary Blog/Use Case/Analytics Explainer - Income Summary

Analytics Explainer - Income Summary

Intro / Purpose
• We need a dashboard to better understand our profitability and see where we can improve
• Need to be able to break down by different income metrics and categories to see what is driving performance
• Important to show detail for a specific timeframe but also understand long term trends

Data Used
• Datasource: Quickbooks Sales and Expenses
• Key Fields: Date, Account Group, Account Sub Group, Account, Vendor, Amount

• Overall profitability metrics with trending
• Revenue and Expense account volume by month
• Detail on main expense categories with performance to previous period and long-term trend

• Filter on date periods

Sample Questions Answered
• What is our overall profitability? Is it betting better or worse than previous periods?
• What are the main drivers of revenue and expense by month?
• Are any expense categories getting better or worse from previous period? Is that expected or do we need to dive in deeper?

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