Client Insights - Extend/Add more period options
Hi,
For the Profit and Loss data (Revenue/ Expense/ Net Profit), should be an option to select last month as currently it's bringing up mid month data and comparing with full month information (ie. running the report 20th October and comparing with either full month Sep 2024 or full month October 2024. A lot of clients invoice end of month or after month end so adds little comparison value.
For Cash Balances, ability to select which bank accounts are displayed might be worth considering. Currently showing loans, which skews the information into negative.
AR & AP, ability to show % greater than 90 days overdue might also be helpful.
Cheers
Michael Flynn
shared this idea
Hi team, we appreciate the suggestions here.
At this time we don't have plans to change or add more period options in Client Insights at the moment.
Right now, there is the option to run for the Current or Previous month, with comparatives to previous or same month last year.
We'll continue to keep a watch on interest for additional period options here.
-
Dinusha Mayadunne
commented
Dear Team,
I suggest having a period selection option available in XPM under client insights. Currently, the Net Profit details are only available for the current month and previous month. However, I need to access Net Profit details for all clients covering the entire current financial year.
Hope you would consider this for future developments.
Thanks
Dinusha -
Christo Smith
commented
Would also be great if you can extend the date range of data to a full year even. To get data of industries that are seasonal or project based over a longer period of time.
