Understanding the Financial Overview

Viewing the Financial Overview

The Financial Overview brings your financial information to one place. Active connections directly to your Point of Sale (POS) and Operating Bank Account allow us to present Sales and Cash balance from the previous sync. This reduces the need for you to log into these institutions separately and provides quick views to how your locations are performing.

  1. Log into the Ceterus app and enter your credentials.
  2. Click Performance in the left hand navigation menu 
  3. From the dropdown select “Financial Overview”

What Data is Included on the Financial Overview?

Net Operating Income Sales Cash
Your Net Operating Income measures your profitability based on your recorded Revenue minus any Cost of Goods and Services (including labor) and Operating Expenses. The measure excludes interest, taxes, depreciation, amortization, expenses attributable to owners, and other items not associated with operations.
    • Net Operating Income is listed by location
    • The date listed is the month this figure was pulled from the books
    • A comparison is also visible between the last month and the last year

More Questions? Email Ceterus Support

Was this article helpful?
0 out of 0 found this helpful

Comments

0 comments

Article is closed for comments.