Included in all plans

Financial Health

Your Financial Vital Signs

Executive-level KPI dashboard tracks the metrics that matter. Liquidity ratios, profitability trends, and operational efficiency—all in one view.

Key Features

Key financial ratios
Trend indicators
Benchmark comparisons
Alert thresholds
Executive summary view
Drill-down capability
Custom KPI definitions
Period comparisons

Capabilities in Detail

Ratio Dashboard

Current ratio, quick ratio, debt-to-equity, gross margin, and other essential ratios calculated automatically from your GL data.

Trend Analysis

See how your ratios have changed over time. Spot deteriorating liquidity or improving margins before they show up in period-end reports.

Benchmark Comparison

Compare your metrics against industry benchmarks. Understand where you excel and where you have room for improvement.

Custom KPIs

Define custom metrics specific to your business. Track any calculation based on your NetSuite data.

Common Use Cases

Board reportingLender covenant monitoringInvestor updatesStrategic planningPerformance management
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