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Dashboard In A Box, a Business Analysis tool built specifically for Accounting Firms, allows accountants and consultants to quickly assess and benchmark operations with a graphical web based interface. 

 

MORE TIME WITH CLIENTS 
Accountants and Consultants using the Technology In A Box Financial Dashboard have the power to quickly get to the information they need in order to communicate a clear picture to the clients they serve

·         Easily plug in the Financial Dashboard to view client financial health

·         Immediately view financial trends and 12 month forecasts

·         Spend less time crunching numbers and more time creating client solutions

 

TO A CLIENT - A PICTURE IS WORTH 1,000 WORDS  
Clients are able to clearly see their financial health with easy to read graphs and charts

·         Have a clearer picture of where their business is headed

·         Understand financial analysis much faster and make better decisions

·         Track goals and compare to benchmarks


CLIENT ADMINISTRATION MADE EASIER

The Financial Dashboard stores client company profile information across a large client base and a diverse set of industries served

·         Support standard analysis and consulting processes more readily

·         Quickly set up new clients

·         Centralized database of all client performance

 

KEY INFORMATION

Some of the key information presented by the Financial Dashboard

·    Leading Indicators – trends and performance data from the past 6 months

·    24 Month Statistics – trends and performance data from the past 24 months

·   Detailed Expense Analysis – detailed trends and performance data on each major expense account

·   Detailed Balance Sheet Analysis - detailed trends and performance data on each major balance sheet account

·    Detailed Gross Margin Analysis –  detailed trends and performance data on Gross Margin

·    Line of Business Analysis – revenue, expense, balances and gross margin analysis

·    Forecasting – revenue, expense, profit and gross margin projections based on performance trends

·    Employee Performance Data – a look at revenues and expenses on an FTE basis

·    Financial ratios – current numbers and historic trends 

·    Performance Against Benchmarks

·    Performance Against Goals