Frequently used Pulse trends? [ADMIN]

In the 'Pulse' tab at an Admin level, you will see that 2 of the sections are Report formulas and Pulse trends

These 2 sections go hand in hand, as a Pulse trend is built using a Report formula

A Pulse trend is a period to date graph that can be included in your Pulse template, and which will then be visible within the client-facing Pulse portal.

Please read this article for guidance on how Pulse formulas and Pulse trends are built.

This article will provide you with a list of the out the box trends we have (based on the Silverfin chart of account).


Debtors days

#140000__140039/(-#4+(-period.minus_1y.year_end.accounts.4+#4:1y))*365

Gross Margin

(-#4-#5)/-#4

Trade Debtors

#140000__140039

Operating Margin

(-#4-#5-#6-#7)/(-#4)

Current Ratio

(#13+#14)/-#24

Operating profit

-#4-#5-#6-#7

Profit & Loss

#4__9

Directors loans

#140301+#140302

Revenue

-#4


Notes on the above:

- # denotes a nominal account

- two underscores denotes a nominal account range

- please see this article for a guide on what the above nominal accounts refer to, as a starting point

#4 = Revenue

#5 = Cost of sales

#6 = Distribution costs

#7 = Admin costs

#8 = Marketing, Selling & Promotion (MSP) costs

#9 = Other Operating Income & Expenses, Interest Income & Expenses, Non Operating Income, Tax Income and Expense, Other Comprehensive Income


The above can easily be tailored to your chart of accounts. Simply replace the Silverfin nominal account code/s in the Report formulas with the relevant nominal account code/s based on your chart of accounts!

Still need help? Contact Us Contact Us