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Retail (For e.g. Restaurants, Fashion etc.)
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| Profit & Loss (Income Statement) |
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How much money did my company make or lose over a specific period of time |
| Balance Sheet & Net Worth |
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What is the value of my company (its assets, liabilities, and equity), showing me the individual balances for each account |
| Cash flow (Statement of Cash flows) |
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What was the cash inflow (from profit and additional cash received) and cash outflow (cash spent) during a specific period of time |
| Customer Payments by Payment Item |
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What methods are my customers using to provide payment? What are the monthly payments trends from the past year |
| Monthly Sales by Customer |
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If my company tracks sales by customer, who were the best customers and what was their sales activity over the last fiscal year |
| Unpaid Vendor Bills |
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How much does my company owe each vendor, and are any payments overdue with ageing |
| Open Customer Invoices |
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Which invoices or statement charges haven't been paid and when are they due with ageing |
| Open Purchase Orders |
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What are the open purchase orders |
| Sales by Item Summary |
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For each item or service: how many have been sold, what is the total dollar sales, and what is its percentage of my total sales? Which items and/or services bring in the most/least income |
| Sales by Sales Representative |
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What is the total sales for each sales representative |
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