View financial information in a chart

This video shows how to use a waterfall chart to highlight financial performance over time, and use the chart in matrix mode to see how entities have contributed to that performance.

Easily manage your budgets at both the regional and branch level by using the Financial Statements and Budgets & Forecasts modules together. They’re designed to work seamlessly, giving you a flexible, all-in-one solution for all kinds of budgeting needs.

Discover how to track key performance indicators using KPI chart types in an Analytics database. In chart view, explore Gauge, Bullet, and Summary charts to visualize business goals and targets, ensuring performance insights are clear and easy to monitor.

Learn how to create a custom financial statement to suit your business needs from scratch.