Overall report and performance ratios.
Insights → Reports → Overall Business Report summarises sales, expenses, profit, cash and VAT. Business Performance Ratios covers margins and DSO/DPO. There is no custom KPI formula builder or shareable scorecard link.
The metrics that matter, together.
A single view of how the business is doing.
Overall Business Report
Sales, expenses, profit, cash and VAT totals for the dates you pick.
Performance ratios
Gross margin, net margin, DSO/DPO and ROE in Insights → Reports.
No formula builder
You cannot invent custom KPIs or pin a live scorecard for the board.
Focus on what drives the business.
Stay focused
Watch the handful of numbers that really matter.
Spot problems early
Notice a metric slipping before it hurts.
Share clearly
Give your team and advisors a clear scorecard.
Common questions
What metrics can I see?
Overall Business Report and Business Performance Ratios in Insights → Reports. Not a custom dashboard.
Are the numbers live?
They update when you post documents and categorise bank lines. Open the report again to refresh.
Can I set KPI targets?
No target or formula builder. Compare years with P&L Year Comparison.
Can I share a live scorecard?
Export PDF on the report. There is no live web-link scorecard.
Clarity on performance, instantly.
Buried numbers don't drive decisions. SwiftBooks Pro surfaces your KPIs on one live dashboard so you always know where you stand.