When you create a Connected KPI on KPIs & Dashboards, pick from the data points below. The catalog reflects what is enabled for this integration on your platform.
Balance Sheet
Total Equity (GBP) - The total shareholder equity - the residual value of assets after deducting liabilities. This represents the owners' stake in the business.
balance_sheet
Total Assets (GBP) - The total value of everything your company owns including current assets, fixed assets, and other long-term assets. This represents your company's total resources.
Total Current Assets (GBP) - Total current assets available within 12 months including cash, accounts receivable, inventory, and short-term investments. Higher current assets improve your liquidity position.
Total Current Liabilities (GBP) - Total current liabilities due within 12 months including accounts payable, short-term debt, and accrued expenses. Managing these effectively is crucial for cash flow.
Working Capital (GBP) - The difference between current assets and current liabilities. Positive working capital indicates you have enough short-term assets to cover short-term obligations.
Banking
Total Bank Balance (GBP) - The total combined balance across all your connected bank accounts. This shows your immediate cash position and liquidity.
Unreconciled Transactions (count) - The number of bank transactions that haven't been matched or reconciled yet. Keeping this low ensures accurate financial reporting.
Cash Flow
Creditor Days (days) - Average number of days it takes your business to pay suppliers after receiving goods or services. Lower creditor days may strain cash, while higher days provide breathing room.
Debtor Days (days) - Average number of days it takes to collect payment from customers after issuing an invoice. Lower debtor days means faster cash collection and better cash flow.
Expenses
Cost of Goods Sold (COGS) (GBP) - The direct costs of producing the goods or services you sell, including materials, labor, and production overhead. Lower COGS relative to revenue means higher profitability.
Finance
Accounts Payable Total (currency) - Total amount of money your business owes to suppliers and vendors for goods or services purchased on credit. Managing this helps optimize cash flow.
Accounts Receivable Total (currency) - Total amount of money owed to your business by customers for goods or services sold on credit. Efficiently collecting this improves your cash position.
Total Liabilities (currency) - Total amount your company owes to creditors and lenders including short-term and long-term debts, payables, and other obligations.
Total Payments Received (currency) - Total value of payments received from customers during the period. This represents actual cash inflow from sales and collections.
Financial Ratios
Current Ratio (ratio) - Current Assets divided by Current Liabilities. A ratio above 1.0 indicates good short-term financial health. Ideal range is typically 1.5-3.0.
Debt Ratio (percentage) - Total liabilities divided by total assets. This measures financial leverage. Lower ratios (below 0.5) indicate less debt and lower financial risk.
Quick Ratio (Acid Test) (ratio) - Quick assets (cash + receivables) divided by current liabilities. This is a more stringent test of liquidity than current ratio. Above 1.0 is generally healthy.
Inventory & Assets
Fixed Assets Value (GBP) - The total value of your company's fixed assets (property, equipment, vehicles, etc.) before depreciation. This represents long-term investments in physical assets.
Net Fixed Assets (GBP) - The net book value of fixed assets after accounting for accumulated depreciation. This shows the current carrying value of your long-term physical assets.
Invoices
Average Days to Payment (days) - Average time between when an invoice is issued and when payment is received. Shorter times improve cash flow predictability.
Average Invoice Value (GBP) - The average monetary value of your invoices. Understanding this helps with pricing strategy and revenue forecasting.
Outstanding Invoices (Value) (GBP) - Total value of all unpaid invoices currently owed to your business. This represents money due that hasn't been collected yet.
Overdue Invoices (Count) (count) - The number of invoices that are past their due date and remain unpaid. High overdue counts may indicate collection issues.
Overdue Invoices (Value) (GBP) - Total value of invoices that are past their due date. This money should have been collected and represents a cash flow risk.
Paid Invoices (Count) (count) - The number of invoices that have been fully paid during the selected period. This indicates successful billing and collection activity.
Paid Invoices (Value) (GBP) - Total value of all invoices paid in full during the period. This represents actual cash received from customers.
Profitability
Gross Profit (GBP) - Your gross profit amount - the difference between total revenue and the direct costs of producing goods or services (COGS). This measures how efficiently you produce and sell your products.
Gross Profit Margin (%) (%) - Gross profit as a percentage of revenue. This shows how much profit you make before operating expenses. Higher margins indicate better production efficiency.
Monthly Turnover (GBP) - Your total revenue or sales for the month. This is the top-line figure showing total income before any costs or expenses are deducted.
Net Profit (GBP) - Your net profit - the final profit amount after all expenses, taxes, and costs have been deducted from revenue. This is your "bottom line" profitability.
Net Profit Margin (%) (%) - Net profit as a percentage of total revenue. This is your "bottom line" profitability after all expenses. Higher percentages indicate better overall profitability.
Sales
Active Quotes Count (count) - The number of quotes or estimates that have been sent to potential customers but not yet accepted or rejected.
Active Quotes Value (currency) - Total potential revenue from all active quotes. This represents your sales pipeline and potential future income.
Quote Conversion Rate (percentage) - The percentage of quotes that get converted into actual sales (invoices). A higher rate indicates effective sales processes and pricing.
How sync works
Each data point maps to a provider API query executed by the integration sync engine.
On save or scheduled sync, Elevale fetches the latest value and appends to KPI history.
Connection status on the KPI shows the last successful sync or error message.
Setup and troubleshooting: Setup & usage