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App Tour

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• Dashboard Overview

  Periscope Dashboard Overview features 12 Financial “Snapshots” at the top so you can quickly scan and assess your businesses financial health: # Days of Cash, Cash on Hand, Receivables, Payables, Credit Card Debt, Working Capital, Income, COGS, Gross Profit, Expenses, Net Income and Equity. The Dashboard also features Gross Revenue, Gross Profit and Net Income Charts with Trailing Twelve Month views.

  

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• Cashflow Forecaster

  Get a real-time, up-to-date cash flow forecast that helps you make important business decisions based on a true understanding of your payables and receivables. Manage your cashflow plan by drag and drop – move payables out, accelerate collection of invoices and improve your cash position.

  

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• Charts

  Periscope Charts give you a visual representation of your Key Performance Indicators. Quickly scan your Financial, Labor and Sales KPI’s. Financial’s include: Gross Revenue, Gross Profit, and Net Income in current period and with Trailing Twelve Month views. Labor KPI’s include: Income & Expenses per FTE, Gross Profit per FTE, Net Income per FTE, Direct Labor/%Total Hour, Realization/Direct Labor Hour, Utilization Direct Hour. Sales KPI’s include: Top 10 Customers Gross Profit, Top 10 Customers Sales, Days Sales Outstanding (DSO), Least Profitable 10 Customers.

  

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• Reports

  View key reports with drill-down to transaction levels – without opening QuickBooks. Income Statements, Balance Sheets, AR Aging, Profitability by Customer, Profitability by Class.

  

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• Job Costing Reporting

  If your employees track time and projects, Periscope shows you which customers, projects, products or services, employees or teams, are most profitable and productive. Currently available for Insperity clients only, Job Costing Reporting will soon be available for additional 3rd party time tracking solutions.

  

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