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Velixo Sample Reports for Sage Intacct

Overview

To help you learn Velixo, Velixo has developed several Sample reports that you may use as example to get started, or to customize to your needs.

Sample screens:

Profit and Loss sample report in Excel showing Current Month, Prior Year, and Year to Date columns for revenue, operating expenses, EBITDA, and net profit


Gross Profit Dashboard sample report in Excel showing monthly revenue and cost breakdown with an Expenses by Account pie chart, a Cumulative Sales by Month bar chart, and a Sales by Rep ranking


Budget Writeback sample report in Excel comparing forecasted, actual, and budget figures with a Budget Year vs Actual LY chart and a detailed line-item allocation table