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Financial Performance Trend Page

Use the Financial Performance Trend page to find the overview of your organization's financial performance trend, by year and period..

Navigation

select Dashboards, then select FMS, then select General Ledger, then select Financial Performance, then select Trend

Image: Financial Performance Trend page

This example illustrates the fields and controls on the Financial Performance Trend page. You can find definitions for the fields and controls later on this page.

 Financial Performance Trend page

Usage

Reports

Dashboard Prompt

Provides you with an overview of your organization's financial performance trend, by year and period.

This page is comprised of the following reports:

  • Financial Performance Trend - Yearly report

  • Financial Performance Trend - Period report

Use the Financial Performance Trend page prompt to filter page results by:

  • Calendar

  • Financial Year

  • Business Unit

  • Manager (Department)

  • Product Category

Financial Performance Trend - Yearly Report

Use the Financial Performance Trend - Yearly report, which enables you to analyze financial performance trends by year.

Image: Financial Performance Trend - Yearly report

This example illustrates the fields and controls on the Financial Performance Trend - Yearly report. You can find definitions for the fields and controls later on this page.

 Financial Performance Trend - Yearly report

Financial Performance Trend - Yearly report

Select KPI - Revenue

Select KPI - Expenses

The KPI - Revenue graph displays Financial Year data on the x-axis and Revenue, Last Year Revenue and Revenue Growth Rate % data on the y-axis.

The KPI - Expenses graph displays Financial Year data on the x-axis and Expenses, Last Year Expenses and Expense Growth Rate % data on the y-axis.

Select KPI - COGS

Select KPI - Operating Income

The KPI - COGS graph displays Financial Year data on the x-axis and COGS Actual Amount, Last Year COGS Actual Amount and COGS Growth Rate % data on the y-axis.

The KPI - Operating Income graph displays Financial Year data on the x-axis and Operating Income Actual Amount, Last Year Operating Income Actual Amount and Operating Income Growth Rate % data on the y-axis.

Financial Performance Trend - Period Report

Use the Financial Performance Trend - Period report, which enables you to analyze financial performance trends by period.

Image: Financial Performance Trend - Period report

This example illustrates the fields and controls on the Financial Performance Trend - Period report. You can find definitions for the fields and controls later on this page.

 Financial Performance Trend - Period report

Select KPI - Revenue

Select KPI - Expenses

The KPI - Revenue graph displays Financial Year, Period data on the x-axis and Revenue, Last Year Revenue and Revenue Growth Rate % data on the y-axis.

The KPI - Expenses graph displays Financial Year, Period data on the x-axis and Expenses, Last Year Expenses and Expense Growth Rate % data on the y-axis.

Select KPI - COGS

Select KPI - Operating Income

The KPI - COGS graph displays Financial Year, Period data on the x-axis and COGS Actual Amount, Last Year COGS Actual Amount and COGS Growth Rate % data on the y-axis.

The KPI - Operating Income graph displays Financial Year, Period data on the x-axis and Operating Income Actual Amount, Last Year Operating Income Actual Amount and Operating Income Growth Rate % data on the y-axis.