The job of this console
See margin or leakage, open the contract or invoice, correct it there.
Analytics · Finance
Financial Analytics
Commercial grain on purchase contracts, invoices, and project financials — not the invoice editor and not payroll.
Scroll to Flowcharts. Scenario: Read financial analytics then open a contract.
Commercial grain
Margin stories that open a purchase contract
Financial analytics rolls up POs, invoices, and project financials. It is not payroll and not a place to type an invoice line.
Analytics → Financial analytics
Route
/analytics/finance
Org flag financeEnabled
Finance Manager · Executive · Admin
Seat at the table
Finance managers, executives, admins with financeEnabled.
The working rhythm
Period filter, read, drill commercial source, refresh.
Moments that bring you here
Month close. A leakage spike. Before a customer expansion. After a write-off.
ⓘ
Commercial, not pay
Payslips stay on payroll. Vendor AP is the vendor invoice console. Mask cost as required.
Flowcharts
1 — Margin then the contract
Read commercial KPIs, open PO, invoice, or project financials.
flowchart TD
A[Open Financial analytics] --> B[Read commercial KPIs]
B --> C[PO / invoice / project]
C --> D[Fix source]
D --> E[Pack refreshes]
- 1OpenAnalytics → Financial analytics.
- 2ScanMargin and billing.
- 3DrillPurchase contract or invoice.
- 4FixSource register.
Overview
Financial analytics composes PurchaseOrder, invoices, and project financials. Payroll is a different pack. Vendor invoices are AP, not platform AR invoices.
How to use
1. Purchase contract = PO
Do not invent a second contract table in your head.
2. Leakage vs write-off
Act on those finance consoles.
3. Mask
Cost rates and salary-linked margin as persona requires.