Understand Costs, Make Better Decisions, and Maximize Profitability
Easily reconcile financial data, from multiple departments, across accounting periods to quickly identify trends & patterns, optimize risks, and provide stakeholders with informed insights to maximize profit.
Mix Your Financial Data With Your
Data
Bridge the gap between your company's financial data and your marketing, sales, procurement, supply chain, inventory data to manage your operations more efficiently.
Monitor your financials today with our dashboard templates
Customer Story: How Scrubbed Build Sets of Consolidated Financial Statements for their Clients
Learn how Scrubbed, a financial services firm providing a complete suite of accounting, tax, and financial services was able to build consolidated sets of financial statement dashboards for their clients with ClicData.
Empower Transparent Financial Reporting with ClicData
To Answer Key Business Questions
- What’s our gross profit, how is it trending, and does it deviate, and if so, by how much?
- How do our pricing strategies impact overall profitability, and are there opportunities for optimization?
- Which products or services have the highest profit margins, and should we consider adjusting our product mix?
- What does our supply over 90 days look like?
- What are the patterns in our inventory turnover, and how can we better manage inventory levels to minimize carrying costs?
- What’s our EBITDA %?
- What factors contribute to fluctuations in cash flow, and how can we improve cash management practices?
- Are there any irregularities or anomalies in our financial data that could indicate potential fraud or compliance issues?
Keep Meaningful Metrics At Sight
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Revenue
The amount of revenue generated from financial products and services, such as loans, investments, and insurance.
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Net interest margin
The difference between the interest income generated by the business and the interest paid to customers or investors.
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Gross Profit %
The percentage of revenue remaining after deducting the cost of goods sold (COGS) from total revenue.
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Return on assets (ROA)
The percentage of return generated by the business on its total assets.
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Efficiency ratio
The ratio of expenses to revenue, which measures the efficiency of the business in managing its costs.
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EBITDA Percentage
The proportion of a company's earnings relative to its total revenue, excluding certain expenses.
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Customer satisfaction
The level of satisfaction customers experience with the financial products and services offered by the business.
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Regulatory compliance
The level of adherence to regulations and laws governing the financial services industry.
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Investment performance
The performance of investment products, such as mutual funds or exchange-traded funds (ETFs), relative to benchmark indexes.
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Other Financial Ratios
Credit to day, Debt to day, Day to equity ratio, Customers over 90 days, Suppliers over 90 days, Overstock, Slow moving stock...
Improve Your Financial Reporting
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Connect all your data, blend it together and publish interactive, fully automated dashboards to your team or clients.
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