Chase the numbers down yourself

Look beyond sales revenue to understand the profitability behind your results. See how to add profit and margin alongside sales so you can compare revenue and profitability in the same analysis. You can identify periods where margin is falling, move into customer-level detail, and sort the results to find the accounts contributing most to the change. From there, drill into the underlying transactions to identify low-margin or unprofitable sales and review the discounts or individual transactions behind them.

See receivables across the wider business and quickly narrow in on the areas that need attention. Start with an aging view that brings outstanding amounts from across entities, branches, product lines, and customers into one analysis. You’ll see how to switch the view to compare trading entities, focus on a specific aging bucket, and then move down to the customers contributing to that balance. By filtering for overdue amounts, you can identify accounts receivable risk earlier and understand where it sits before it reaches your financial reporting.