View a Dashboard of Your Business Trends

The Company Dashboard is a
snapshot of your company's
financial performance. It highlights
key financial metrics and compares:

    • Current period vs. same period
       the previous year

    • Current YTD vs. YTD for the
       previous year

    • Rolling 12 months vs. prior
       fiscal year.

    • Average annual growth rate

Your Company Dashboard is available
once you have uploaded your first trial
balance.

Rolling 12 Months and Prior Period
Comparison are available as soon as
you have uploaded at least 12 months
of data.

Trending information is automatically
updated each time trial balance files
are uploaded.