Setting up your KPIs
Identify your KPIs, set your acceptable KPI range, and monitor with ease. Compare historical data and instantly identify trends in each KPI.
Set-up KPIs
After sync, ProfitSee does its best to automatically assign each line item account to the proper ratios. Take a moment and confirm the proper line items have been assigned to the proper portion of the KPI calculation. Follow the steps below to perform this task.
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Click the “KPIs” tab to navigate to the KPI feature within your ProfitSee account
- From the drop down, select the category of KPIs you would like to edit (ex. Liquidity Ratios)
- Click "Edit" in the upper right hand corner of each KPI chart
- In the edit screen, the left column lists all the line items in your chart of accounts. The boxes in the right hand column list the line item categories that go into calculating each KPI. Simply click, drag, and drop each line item from the left column COA list and place it into the corresponding KPI category in the right column.
NOTE: You do not need to click and drag every single line item from your chart of accounts for each KPI.
- Click "Finish"
Learn More
Want to learn more about a ratio, what it means, and how it is calculated? Simply hover your mouse over the "?" in the upper right hand corner of each KPI.
KPI Analysis Report:
You can generate a detailed KPI Analysis Report directly from ProfitSee. This report will evaluate the trends in each KPI and provide insight into what this means for the business.
*ProfitSee welcomes ratio requests. If you have a specific category or chart you would like to see, please click on “Request Ratio” in the right hand corner. We will review your request and get back to you within 48 hours.