Project Practice Lecture 46: Financial Operations Dashboard
This article is the 46th lecture on project practice, financial management dashboard. The financial module is divided into two categories: ① Financial tools (execution and business financial closed loop) ② Financial statements. The demand for this period is to add new financial boards, with a total of 4 boards added.
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1. Demand background
The financial module is divided into two categories: ① Financial tools (execution and business financial closed loop) ② Financial statements. The demand for this period is to add new financial boards, with a total of 4 boards added.
- 1. The business overview can be compared with the data of the previous month;
- 2. The trend of receivables and gross profit can be seen from the trend of total receivables in the past 6 months;
- 3. Customer receivable amount ranking can be used to sort customers in reverse order according to the total amount receivable;
- 4. The proportion of direct-operated and outsourced carriers can be calculated based on orders and other dimensions to calculate the actual cost proportions of direct-operated drivers and outsourced outsourcers.