How to use the Financial KPIs report

The Financial Key Performance Indicators (KPIs) report in VOGSY is a powerful tool for tracking your organization’s financial health. It enables you to compare actual results against budgets, monitor performance trends, and support data-driven decision-making. Often used alongside the Financial KPIs chart, this report delivers a visual and numerical overview of essential financial metrics.

It also serves as a foundational element for your broader financial reporting processes.

• KPI

  The name of the KPI

• Order

  The display order of the KPI, based on the configuration in the KPI master table.

• Budget opening balance

  Based on the budget amounts entered in the general ledger accounts linked to the KPI.

• Realization opening balance

  Based on the balance sheet amounts drawn from the previous year's general ledger accounts linked to the KPI.

• Budget cumulative opening balance

  The sum of all of the previous budget opening balances columns.

• Realization cumulative opening balance

  The sum of all of the previous Realization opening balance columns.

  For the whole year, from period 1 to period 12, the amounts in the columns are determined in the same way for each period:

• Budget period 1-12

  Based on the budget amounts entered for the general ledger accounts linked to the KPI. The entered budgets can differ per period and is done in the "Budgets" back office application.

• Realization period 1-12

  The realized amounts booked on the general ledger accounts linked to the KPI.

• Budget cumulative period 1-12

  The sum of all of the previous budget period columns.

• Realization cumulative period 1-12

  The sum of all of the previous Realization period columns.