What are financial dashboard services?
Financial dashboard services design, build and maintain a visual view of your key financial metrics from your accounting, billing and payroll systems. The provider defines each KPI with you, connects the data, refreshes the figures, and checks that every number ties to the ledger. The result is a page you open any day, not a report you wait for.
What we handle for manufacturers and wholesalers
- Gross margin by product line, customer group and channel after landed cost
- Inventory turns, weeks of stock and slow-moving items by category
- Days sales outstanding, aging buckets and deduction trends by customer
- Open purchase orders and cash committed to inbound stock
- 13-week cash view including supplier runs, payroll and loan payments
The KPI that matters here
Dashboard refreshed every Monday with the prior week's inventory, receivables and cash.
Manufacturing compliance notes
Sales-tax exemption certificates
Resale certificates, manufacturing machinery and equipment exemptions and direct-pay permits each exempt a sale only when a valid certificate is on file at the time of sale or obtained within the state's grace period. We collect certificates at customer setup, store them against the customer record, track expiry dates and produce an exempt-sales report with certificate references for every period. Your preparer or Avalara files the return; we prepare the workings.
Cost of goods sold and inventory valuation
Inventory must be valued on a consistent method, whether FIFO, weighted average or standard cost with variances, and cost of goods sold must include the costs your CPA determines are inventoriable under IRS §471 and, above the gross-receipts threshold, §263A. We apply the method your CPA sets, reconcile the inventory system to the ledger monthly and document every adjustment, so year-end is a review rather than a rebuild.
Landed cost and import duty
Customs duty, tariffs, freight, insurance and brokerage on inbound goods are part of inventory cost and reach expense only when the goods are sold. We allocate these costs to receipts in Cin7, NetSuite or your ERP and post the same allocation in the ledger, so margin by product reflects what the goods actually cost to put on the shelf.
Multi-state nexus for wholesalers
A wholesaler with customers across states may have economic nexus in states where it makes no taxable sales, and still owe registration and returns to report exempt sales. We track sales by ship-to state and flag thresholds so you and your advisor can register where required. We do not give tax advice; we supply the numbers.
Manufacturing software we work in
- QuickBooks Online
- Sage Intacct
- Sage 50
- NetSuite
- Xero
- Bill.com
- Avalara
- Cin7
- Katana
- Fishbowl
- All 50 platforms
More for manufacturers and wholesalers
Other services for manufacturing
Frequently asked questions
Which KPIs matter most for a small manufacturer or wholesaler?
Gross margin after landed cost by product line, inventory turns and weeks of stock, days sales outstanding, purchase price variance and cash committed to open purchase orders. Together they show whether the goods on the shelf and the orders on the water will turn into cash before the supplier and lender need paying. Production output against plan is added for manufacturers.
Can the dashboard show slow-moving and obsolete inventory?
Yes, using last-sale dates and quantities from your inventory system we list items with no movement in 90, 180 and 365 days and their carrying value, so you can discount, bundle or write them down with your CPA's agreement. Carrying cost, which includes financing, storage, insurance and obsolescence, makes slow stock more expensive than it looks.
How current is the dashboard between month-end closes?
Financial lines come from the last closed month; inventory, receivables, purchase-order and cash lines refresh weekly from your inventory system, ledger and bank feeds, so the operational view is at most a week old. The monthly financial reporting service for manufacturers & wholesalers provides the closed figures that anchor it.
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