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Visualisation

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Equity Ratio

Indicates how much of a business's assets have been generated by issuing equity shares, or owners equity) rather than by taking on debt. The lower the ratio result, the more debt a business has used to pay for its assets. FormulaTotal Owner (shar...
10 months ago in Reckon Insights / Visualisation 0 New idea

Add a Customer Lifetime Value calculation

It would be good is Insights coul calculate my 'Customer Lifetime Value'
10 months ago in Reckon Insights / Visualisation 0 New idea

Add a Debt to Equity (D/E) Ratio

It would be good to have a Debt to Equity Ratio in Insights. Formula is:Debt to Equity Ratio = Total Liabilities / Total Equity
10 months ago in Reckon Insights / Visualisation 0 New idea

Add a Working Capital Ratio (Current Ratio) KPI

It would be good to add a Working Capital (also known as Current Ratio) KPI using the below calculation: Current Ratio = Total Current Assets / Total Current Liabilities
10 months ago in Reckon Insights / Visualisation 0 New idea

Add a 'Net Profit Margin' KPI

It would be good to add a Net Profit Margin % KPI using the below calculation: Net Profit Margin (%) = Net Income / Revenue
10 months ago in Reckon Insights / Visualisation 0 New idea

Add an out of the box 'Customer Sales' dashboard

Add a new out of the box Dashboard specifically focused on Customers. Some of the Metrics that could be included on this Dash are: New Customers MTD & YTD Previous Month & Year Repeat Customers MTD & YTD, Previous Month & Year Orde...
11 months ago in Reckon Insights / Visualisation 0 New idea

Re-order the display of the filters in Reports and Charts

When viewing out of box content the filters arent in a very logical order. Also, when I create an Explore, I create the filters in a certain order but then Insights reorders them (eg Date filters at the top followed by other filters)
11 months ago in Reckon Insights / Explore / Visualisation 0 New idea

Add more out of the box Banking content

There aren't many out of the box Banking visualisations (and isnt even a Banking Dashboard). It would be good if the out of the box Banking content could be increased
12 months ago in Reckon Insights / Visualisation 0 New idea

Open Purchase Order report that shows the actual amount open

Add an Open Purchase Order report that shows only the open items from each Purchase Order rather than the whole Purchase Order when 1 or more items on it are still open.
12 months ago in Reckon Insights / Explore / Visualisation 0 New idea

Compare my data against ATO performance benchmarks

As a business I would like to see how my financial results compare to the ATO performance benchmarks to: Alert me to where my business is over or under performing. Ensure my business falls within industry benchmarks to reduce my chance of being au...
about 1 year ago in Reckon Insights / Visualisation 0 Planning to do