Dashboards and KPIs · Track 3 · Tutorial 2 of 5

Use efficiency KPIs

Efficiency KPIs show how long cash is tied up in customers, stock and suppliers, and how hard the assets work. They turn balance sheet positions into days and multiples you can compare month by month.

You will needA group with its actuals loaded. To change Pulse, the Administrator or Dashboard Admin role.

By the endA Working capital section in Pulse Key Metrics with Receivables Days, Inventory Days, Payables Days and Cash Conversion Cycle.

1Add the KPIs to Pulse

Open Pulse → Key Metrics with Your Group selected, and click the Edit icon (the pencil).
Click Add Section, type Working capital, and click Add.
In the new section, click Add Metric, then click Efficiency to list those KPIs.
Click a KPI to read its description and formula, then click Add. Repeat for each KPI you want.
Click Save.

Adding Metric with Efficiency chosen: Capital Intensity selected, with its description and formula, and Add — Efficiency (1), Capital Intensity (2), its description and formula (3), and Add (4).

In the formula each part is an account section, such as REVENUE, with how it is read: (Current Month) is the movement of the period, (Current Balance) the closing balance, (Average) the average of the opening and closing balance, and (Last Month) the earlier period. The same KPIs are offered on a dashboard KPI card and as a report KPI row; see Set up dashboards and KPIs and Add KPI and operational data rows.

2Know the days KPIs

Receivables Days	Average ACCOUNTS RECEIVABLE ÷ REVENUE × days in period. About how many days of sales customers still owe.
Inventory Days	Average INVENTORY ÷ DIRECT COSTS × days in period. About how many days of direct costs sit in stock.
Payables Days	Average ACCOUNTS PAYABLE ÷ DIRECT COSTS × days in period. About how many days of direct costs the group still owes suppliers.
Cash Conversion Cycle	Receivables Days + Inventory Days − Payables Days. The days between paying for costs and collecting the cash from sales.
Total Receivables	ACCOUNTS RECEIVABLE at the closing balance.

The average is the opening plus the closing balance, divided by 2. For MTD the opening balance is last month’s closing balance and the days are the days in the month. For YTD the opening balance is the balance at the start of the fiscal year and the days are the days in the year to date.

3Know the turnover KPIs

Asset Turnover	REVENUE × 12 ÷ months elapsed ÷ average total assets.
Fixed Asset Turnover	REVENUE × 12 ÷ months elapsed ÷ average FIXED ASSET.
Current Asset Turnover	REVENUE × 12 ÷ months elapsed ÷ average of BANK + ACCOUNTS RECEIVABLE + INVENTORY + CURRENT ASSET.

Each one is revenue for a full year at this rate, against the assets that earn it. They show as percentages: 250% means annual revenue is 2.5 times the assets.

4Check a figure

Check

For Oct-2026, take Accounts Receivable at the end of September and of October from the Balance Sheet, average them, divide by October revenue and multiply by 31. The result equals Receivables Days MTD. On the same row, Cash Conversion Cycle equals Receivables Days + Inventory Days − Payables Days.

5If something goes wrong

What you see	What to do
There is no pencil icon on Key Metrics	Changing Pulse needs the Administrator or Dashboard Admin role. Ask one to add the KPIs, or use a dashboard KPI card.
No KPIs match the current filters.	Clear the search box or click All.
This KPI is already in use here.	The KPI is already in another section. Key Metrics holds each KPI once; drag it to the section you want.

Want more detail? See the documentation

Efficiency KPIs Built-in KPIs Overview

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