The Metrics insight gives you a snapshot of how a client's business is performing in a given period. It covers four KPIs: Revenue Movement, Net Assets, Customer Reliance, and Supplier Reliance. Each check shows a summary figure at a glance and expands to reveal a chart and detailed data.
To access it, go to a client's account and select Insights in the left navigation, then select Metrics.
Who can use this insight
The Metrics insight is available to practices with the Data Health & Insights add-on, on Practice Essentials and Practice Advanced plans.
Revenue Movement
Revenue Movement tracks the client's revenue over time and compares it against the previous period. The header shows the current period's revenue and the percentage change compared to the previous period.
Select the check to expand it. A bar chart shows historical revenue by period, with a projected future bar. Above the chart, an impact calculator lets you enter a growth percentage to visualise what that rate of growth would mean for future revenue.
Net Assets
Net Assets tracks the total value of the client's net assets over time and compares it against the previous period. The header shows the current net assets value and the percentage change compared to the previous period.
Select the check to expand it to see a line chart of net assets over time.
Important: Net Assets is available for Xero clients only.
Customer Reliance
Customer Reliance identifies the top customer by percentage of total revenue during the period. A high reliance on a single customer is a business risk worth flagging early.
The header shows the top customer's revenue and their reliance percentage. Select the check to expand it. A horizontal bar chart shows the top customers by revenue.
Below the chart, a grid lists each customer with the following columns:
Customer — the contact name. Select it to open the contact record directly in your accounting software.
Revenue — the total revenue generated by that customer during the period.
Transactions — the number of transactions from that customer during the period.
Reliance — the percentage of total revenue that customer represents.
For a deeper view of the client's revenue sources, see Using the Sales Analysis insight.
Supplier Reliance
Supplier Reliance identifies the top suppliers by spend as a percentage of total costs during the period. It works in the same way as Customer Reliance — a high reliance on a single supplier is a risk worth monitoring.
The header shows the top supplier's costs and their reliance percentage. Select the check to expand it. A horizontal bar chart shows the top suppliers by cost, including an All Other Suppliers bar for the remainder.
Below the chart, a grid lists each supplier with the following columns:
Customer — the supplier name. Select it to open the contact record directly in your accounting software.
Costs — the total costs from that supplier during the period.
Transactions — the number of transactions from that supplier during the period.
Reliance — the percentage of total costs that supplier represents.
For a deeper view of the client's supplier costs, see Using the Cost Analysis insight.
Syncing and recalculating data
To update the Metrics insight, use the two buttons at the top of the page:
Sync — pulls any new data or changes from your accounting software into Dext.
Recalculate — recalculates the insight based on the latest data pulled into Dext.
If you've made changes in your accounting software, select Sync first, then Recalculate to see the updated figures.