Business Insights

Use Business Insights to analyse key financial information using a range of interactive tables and graphs.

You can use it to analyse your accounts, profit and loss, and the money that customers owe you.

The Business Insights window presents different types of financial information in several tabs.

From each tab, you can perform functions related to that tab. For example, from the Account Details tab, you can open the Accounts List window to view your accounts in more detail. You can customise the contents of each Business Insights tab by clicking Customise.

You can control who has access to Business Insights by managing user roles. See Default user roles.

You can also perform these functions:

To...	Do this...
filter information in tables	Click a column heading to sort the table information.
update with recent information	Click Refresh. All information entered since you opened Business Insights or last refreshed the window will be displayed.
see totals in graphs	Hover over the graph bar or column to see its total.
save graphs as images	Right-click a graph and click Save As. Choose where you want to save the image and click Save.You can then print the image or insert it into a document, such as an Excel spreadsheet, later.
paste graphs into another document	Right-click a graph and choose Copy to Clipboard. You can then paste the copied image immediately into another document.
paste table data into another document	Right-click a table and choose Copy to Clipboard. You can then paste the data into another document, such as an Excel spreadsheet, where you can edit it. Note that column totals are not included in the pasted data.

Window details

Profitability details

This tab helps you analyse your income and expenses, and profit and loss.

Section	Description
Cumulative Income, Expenses and P/L	View the cumulative totals of each successive month’s income and expenses for the selected financial year and the resulting profit or loss. The profit or loss is calculated by subtracting expenses from income.
Income and Expenses	Compare the income and expenses for each month for the selected financial year.
Item Profit Margin	Analyse the profit margins of the items you sell. Item profit margins are calculated by subtracting the last purchase price from the base selling price that’s recorded in the Item Information window for each item.
Top 10 Spending	Compare the financial year expenses and cost of sales, to the budgeted figures.

Customer Analysis

This tab displays customer and receivables information. The tab is divided into four sections:

Section	Description
Aged receivables	View the amounts your customers owe you for each ageing period. You can choose an ageing method based either on days overdue since the date the invoice was recorded or by days overdue based on invoice credit terms.
Customer sales history	View a summary of your customer sales and payment history, including total sales for each customer for the current and previous financial year.
Customers who owe me money	See the total you are owed and details of each overdue customer payment (based on their invoiced credit terms), including the number of days overdue.
Top 10 customers by YTD sales value	Analyse your top ten customers by sales value for the selected financial year.

Supplier Analysis

This tab displays supplier and payables information. The tab is divided into four sections:

Section	Description
Aged payables	See the value of payments you owe for each of your suppliers and the amount you owe them for each ageing period. You can choose an ageing method based either on days overdue since the date the purchase was recorded or by days overdue based on purchase credit terms.
Supplier purchases history	View a summary of purchases and payment information about your suppliers, such as the last date you paid them and the average time it takes for you to pay them.
Suppliers I need to pay	See your overdue supplier bills and debit notes and overdue payables totals by ageing period.
Top 10 suppliers by YTD purchases value	Analyse your top ten suppliers by purchases value for the selected financial year.

Account Details

This tab displays the balances of your bank and credit card accounts and shows your total assets and total liabilities. The tab is divided into three sections:

Section	Description
Bank accounts & credit cards	The balances of your bank and credit card accounts, the totals of all bank accounts and all credit card accounts and the net balance of all of these accounts.
Total assets	The balances of your bank, accounts receivable and other asset accounts and the total value of your assets.
Total liabilities	The balances of your accounts payable and liability accounts and your total liabilities.