Strategic Financial Health & Efficiency
The Strategic Financial Health & Efficiency dashboard for Acumatica tracks capital efficiency, profitability, asset utilization, and balance sheet structure. It covers how invested capital converts into profits, how assets and working capital generate sales, and how the financial structure changes over time.
How to use the strategic financial health and efficiency dashboard
- Check capital efficiency by comparing invested capital with the operating returns it produces.
- Follow asset and working capital productivity against revenue growth.
- Trace net profit margin to see how profitability changes alongside pricing, cost structure, and investment.
- Weigh capital intensity and reinvestment against the revenue the business generates.
- Examine the balance between equity financing and leverage using the equity ratio and the debt ratio.
Filters
Use the filtering panel at the top of the Strategic Financial Health & Efficiency dashboard to control which data is shown. The filters apply to all views and ensure the dashboard reflects the selections you choose.
Fiscal Year: multiple values
Fiscal Period: multiple values
Ledger: multiple values
Branch: multiple values
Key performance indicators (KPIs)
The key performance indicators (KPIs) at the top of the dashboard show six capital efficiency, profitability, and balance sheet measures for the selected period, and update based on the filters you apply.
| KPI | What it measures |
|---|---|
| Return on Capital Employed | Operating return divided by total capital employed. Higher values mean more operating return for each dollar of capital, and lower values mean less operating return for each dollar of capital. |
| Asset Turnover Ratio | Revenue divided by total assets. Higher values mean each dollar of assets produces more revenue, and lower values mean the asset base is larger relative to revenue. |
| Working Capital Turnover | Sales divided by working capital. Higher values mean each dollar of working capital produces more sales, and lower values mean more capital is tied up in short term assets. |
| CapEx to Revenue | Capital expenditures divided by revenue, shown as a percentage. Higher values mean a larger share of revenue goes to capital expenditures, and lower values mean a smaller share does. |
| Net Profit Margin % | Net income divided by revenue, shown as a percentage. Higher values mean more of each revenue dollar remains as net income, and lower values mean less remains. |
| Equity Ratio | Shareholders' equity divided by total assets. Higher values mean more of the assets are financed by equity, and lower values mean more are financed by debt. |
Visual components
| View name | Type of view | What it shows |
|---|---|---|
| ROCE vs Asset Turnover Trend | Combination | Plots ROCE and asset turnover ratio month by month to show how capital efficiency and asset productivity trend together over time. |
| Operating Efficiency vs Sales Performance | Combination | Compares sales (this year and last year) with working capital turnover month by month to see sales growth against capital efficiency. |
| CapEx to Revenue & Free Cash Flow Trend | Combination | Tracks CapEx as a percentage of revenue alongside free cash flow month by month to show how investment levels relate to available cash. |
| Equity Ratio and Debt to Assets Comparison | Stacked Bar | Stacks the equity ratio and debt ratio by month to make the split between equity and debt funding visible over time. |