The Budget Summary by Type metric provides a breakdown of budgeted amounts for income and expenses by category type.
With Databox you can track all your metrics from various data sources in one place.
Used to show comparisons between values.
Databox is a business analytics software that allows you to track and visualize your most important metrics from any data source in one centralized platform.
To track Budget Summary by Type using Databox, follow these steps:
Profit and Loss by Type shows the profitability of your business by categorizing income and expenses into specific types like sales, cost of goods sold, and operating expenses.
This metric displays the predicted total cost of sales for different categories in a budget, providing insight into the expected expenses for goods sold over a specified period.
The Opening Cash Balance metric is the amount of funds or value that a business has at the beginning of a financial period, which is carried over from the previous period or from the initial investment.
The Cash Received metric in Xero indicates the total amount of cash that a business has received within a specific period, such as a month or a quarter. It includes all cash payments from sales, accounts receivable, and other sources, providing an accurate measure of a company's cash flow.
Return on Investment (ROI) is a financial metric used to evaluate the profitability of an investment. It measures the gain or loss of an investment relative to the initial cost, expressed as a percentage per year (p.a.).
Short-term cash forecast predicts a company's cash inflows and outflows over a short period, usually a month or a quarter, to ensure they have enough liquidity.
Current Assets to Liabilities metric compares the amount of short-term resources available to a company to meet its current obligations. It is a measure of liquidity and financial health.
Current liabilities are the debts a business owes and must pay within 12 months.