While I still much prefer the Company Snapshot because I can easily see so much in one screen, there are two graphs I like in the Company Insights I don’t get from the Snapshot that I think you might like as well – Business Growth and Net Profit Margin
The Company Insights is found by the Home Page
You can customize which reports you see on your screen by clicking on the Gear icon in the upper right-hand corner
I know many of you run a Profit & Loss report compared to last year to see how you’re doing. And while you can pull in dollar and percent change (shown in this report below), you won’t get the business growth and net profit margin comparisons that you get in the Insights.
If you have not customized the Insights Page, then you’ll need to click one of the arrows located on the right and left side of the screen (unfortunately for some like me, in very light grey!) to get to the desired report.
Business Growth – compares this year’s income to last year’s and you can pick your time frame from this drop-down (many of you might like the new, as of 2016, Compared to Last Fiscal Year to Last Month.) This will show how much better (or not) you’re doing.
Net Profit Margin compares your Net Profit (%) between two time periods. So while we could get the 14.2% from the P & L report above, we don’t see the net profit for the previous year in that report.
One other footnote – I know some of you run your reports on a cash basis. Insights works only on the accrual basis.
Hopefully 2016 is off to a good start for you and you will see that reflected in the Insights as well!