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Reckon Insights

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Add the ability to report on Class (RAH)

No description provided
8 months ago in Reckon Insights / Data source 0 New idea

Data Source - Xero

Add Xero as a data feed.
8 months ago in Reckon Insights / Data source 0 New idea

Gross profit margin ratio

Expressed as a percentage of sales, this is the profit made before deducting indirect costs and expenses. Formula: Net sales - COGS / Net sales
9 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 a default Financial summary

Add a default Financial Summary Dashboard that has P&L, Balance Sheet and ratios (income, performance, position etc)
about 1 year ago in Reckon Insights / Visualisation 0 New idea

Re-organise Filter labels so that Book is always on top

With each Default Template, it would be good if the default filters were rearranged to have the Book Name filter at the top
over 1 year ago in Reckon Insights / Visualisation 0 New idea

Expand date range to include weekly, fortnightly and customised date range.

Current date range options miss key periods relevant to payroll reporting. Need to have the ability to select date range aligned with payroll dates (eg. weekly, fortnightly, customised dates).
5 months ago in Reckon Insights / Other 0 New idea