A furniture retailer on a FactSmith warehouse: eight branches, two years of invoices, payments and a daily stock snapshot. Four tabs, five slicers. It opens on the 2026 financial year (1 March 2025 to 28 February 2026). Click a bar or a row to filter the page to it.
Net sales including VAT against net payments received. The month range is shaded; click a month to filter to it.
Step 1 of the drill: who owes it? Click a segment to filter. Hover for what each segment billed.
Step 2: which branch raised the invoices? Click a branch to filter.
Step 3: the debtors behind the number. Business names only; individuals by code. Click a customer to filter.
Step 4: who raised the invoices. Role, branch and initials only. Click a row to filter.
Excluding VAT, sales less returns. The month range is highlighted; click a month to filter to it.
Click a segment to filter.
Click a branch to filter. Hover for margin and discount.
Discount as a share of gross sales. Click a branch to filter.
Click a category to filter.
Gross profit as a share of net sales. Click a category to filter.
The closing position on the last snapshot day of each month, for the selected branches and categories.
Value at cost, as at the snapshot date.
All locations of the branch. Click a branch to filter.
Click a category to filter.
The pale bar is what the customer was billed in the selected months, the solid bar is what is still unpaid. Click a customer to filter.
Customers with something unpaid, by the age of their oldest unpaid invoice.