First steps in the finance department with Ido

The finance department answers one question: how much the business really earns - estimated management profit, not just revenue. Ido, the autonomous finance manager, collects the base numbers in a short interview and builds every screen from them.

Open the financial dashboard

In the finance department side menu click Dashboard. The first time you see a welcome screen: "How much do you really earn?" with two buttons - Start financial check-up (the interview with Ido) or Enter manually.

Go through the financial interview

Click Start financial check-up. Ido asks in six parts: snapshot (last month's revenue, new customers, deals out of leads, marketing spend, direct costs), pricing (your products and prices, direct cost per unit, monthly capacity), fixed expenses, variable expenses, customer metrics (how long a customer stays, how many times a year they buy) and growth goals (revenue target and time horizon).

Read the dashboard

When the interview ends, the dashboard shows revenue, gross profit and margin, operating profit, fixed and variable expenses, and progress toward the monthly revenue target.

Complete costs per product

The Products & profitability page shows price, direct cost and estimated management profit per product, with pricing (simulation and break-even) and profitability tabs. A product missing data appears on the Data health page as "Draft - missing data" with a Complete costs button.

Organize expenses and goals

Expenses - fixed expenses, variable costs per product and the impact on profit. Goal planning - set a monthly revenue goal and see how many leads, sales and marketing budget you need to reach it, and whether the goal is realistic.

Check data health

The Data health page gives a completeness score and lists what is fine, what is partially missing and what is missing - so the calculations are accurate. When something is missing, this is where to start.