Business KPI reports
Identify how well your group performs with our KPI reports, containing all the critical data and performance indicators you’ll need.
“What took me hours in Excel I can now do in seconds with Joiin”
See KPIs at a glance
With our Key Performance Indicator (KPI) reports you can use pre-defined off-the-shelf KPIs, which we’ve built for your convenience, or customise bespoke ones, with the added ability to save these to a library for use across future reports, charts and graphs as required. Designed to provide detailed performance reporting, KPI reports will deliver the rich overview you need for any given period.
Consolidated KPI reports
Our KPI reports contain 10 critical KPIs and are fully customisable and compatible with our Report packs. Below we’ve described each reportable KPI, so you can decide what’s required for your reporting needs.
Total Revenue – total receipts of a company for a given period from all sources of a company’s income.
Total Expenses – a total of all expenses that appear on the P&L report or income statement.
Gross Profit Margin – gross profit margin looks at the cost of goods sold as a percentage of sales. This report you can see how well a company controls the cost of its inventory against the costs passed on to its customers – the larger the gross profit margin, the better for the company.
Operating Profit Margin – profit after the company’s operating and running costs have been deducted from the total revenue. It is used as a measure of a company’s ability to be profitable.
Net Profit Margin – sometimes known as the net margin or bottom line is the percentage of revenue remaining after operating expenses have been deducted and is used to show profit as a percentage per dollar/pound/euro.
Return on Equity (ROE) measures a business’s profitability in relation to its net assets. This report measures how well a company is using its investments.
Activity Radio – measures a company’s ability to convert different accounts within its balance sheets into cash or sales. This helps to determine the efficiency of a company’s ability to generate revenues and cash from its resources, based on the use of its balance sheet items.
Day Sales Outstanding – also known as DSO and Days Receivables – is a calculation used by a company to estimate its average collection period.
Working Capital – a basic measure of liquidity showing the ability of a company to meet its current financial obligations.
Net Working Capital to Total Assets – this ratio compares total current assets and total assets to determine a company’s ability to meet its short-term financial obligations. Joiin has several reports, grouped into two main categories: key financial reports and business performance reports.
FAQs regarding KPI reporting
How does Joiin simplify the process of sharing financial reports?
It’s easy to share reports with colleagues, clients or stakeholders – export reports in various formats such as PDF or Excel, or share them directly through secure links at the touch of a button.
Can I create and customise financial reports to my individual business needs?
Choose your own customisation options for financial reports and tailor your information to meet your specific business requirements by selecting the desired metrics, time periods, and visual representations. This flexibility ensures that your financial reports align precisely with your analytical needs.
Simply tailor your reports to focus on specific metrics, time periods, or business segments, giving you the most up to date and actionable information for your organisation.
How does Joiin's report filtering assist in analysing performance across different product categories?
By applying filters to focus on specific product categories or groups, you can gain detailed insights into sales, expenses, and profitability for each category.
Can I use Joiin's KPI reporting features to analyse trends and make strategic financial decisions?
Our KPI features offer powerful analytical tools to help you identify trends, track performance over time, and make informed strategic decisions.
Whether you’re analysing revenue growth, expense trends, or profitability, Join’s KPI reports give you the insights needed for effective financial planning and decision-making.
Can Joiin help me generate consolidated financial reports for multiple entities or departments?
It’s what we do best! Whether you have multiple entities or departments, you can effortlessly combine financial data into consolidated reports. This allows you to streamline the reporting process and see a holistic view of your organisation’s KPIs and financial health.
Start reporting KPIs today
Looking for something specific?
Explore our Support area, or feel free to drop us a line
