Choose the figures a component shows

Find a figure

In the component editor, type part of a figure's name or code in Search figures by name or code. Each result shows its unit and whether it adds up over time or is taken at a date. If nothing matches, try the start of a word, such as Head for Headcount.

The groups of figures

• Statements. Profit and loss totals, from revenue and gross profit to net profit, and balance sheet totals such as total assets, working capital, cash, trade receivables and trade payables.
• Cash flow. Eight figures, from cash at the start of the period to cash at the end.
• Your chart. Each line of your own group chart of accounts.
• Statistics. Your statistic lines, with a running total where a line keeps one.
• Ratios. Gross margin, operating margin, net margin, current ratio, equity ratio, debtor days and creditor days. Debtor days and creditor days use the last three months.
• Formula. A figure you build yourself. Write a formula for a KPI explains how.

Options for a measure

• A year earlier shows the same figure twelve months before. It is not offered for cash flow figures.
• Average of month ends works on a figure taken at a date, such as a balance or a headcount.
• Divide by a statistic gives a figure per employee, per square foot, per square metre, per area, per customer or per any other statistic. If you have no headcount statistic yet, Finconsol offers to add one on the Statistics screen.

How the figure is shown

Choose the format, money, percent, multiple, days, count or number, and the decimals and a unit label. Good direction, up is good, down is good or neither, decides whether a change is shown as favourable. For built-in figures it is set for you, and you can change it.

A component cannot be used until it is finished, and the editor says what is missing.