Calxa Blog
The latest updates and news on product and educational thoughts.
Consolidated Groups: A Must-Have Calxa End-of-Month Checklist
Everyone loves a checklist to help with regular recurring tasks. This is no exception when it comes to an end-of-month process for consolidated groups. Whether you use an old-fashioned pen and paper for yours or a modern app, checklists are vital to ensure that the...
New in Calxa: New Look to Report Template Select
New in Calxa this month you will find that working with reports is getting a big makeover. Ultimately, the goal is to make it easier for you to find and use the templates you need for each task. And other changes this month include new reports for FX currency...
7 Metrics To Include In Your Management Dashboard
Management Dashboards are a great way to track business performance. Foremost, they are a great tool for displaying key metrics in a way that’s easy to understand. Naturally, metrics and dashboards go hand in hand. Presenting a set or metrics together builds a useful...
10 Common SaaS KPIs to Track Your Business Performance
SaaS KPIs are critical for software businesses tracking their financial well-being. In reality, most of them can be applied to other industries as well. This article may be a little heavy in acronyms but that’s the nature of the technology world. Let us start with SaaS.
Setting Up Your Funding Streams For Financial Acquittals
Many of our Not-for-Profit customers need to track income and expenditure to prepare financial acquittals. These acquittal reports include reporting on different funding streams. Essentially, these streams could be individual donors or sometimes groups of them. When...
2023 Report Confirms – Small Business Matters
Did anyone doubt that Small Business Matters? Well, of course not! A recent report from ASBFEO (otherwise known as the Australian Small Business and Family Enterprise Ombudsman) puts forward the case that small businesses make a very important contribution to the...
New in Calxa: Budget Layouts and Dashboard Builder
We have listened to your feedback (some of you are not shy!) and in the next couple of weeks we will bring you the world’s most flexible budget editor (we aren’t shy either!) and simpler dashboard editing. We’ll make it easier to add tiles to your dashboards based on...
Building the Board Report Dashboard
Dashboards are a great way to add a set of charts to your management reports. Providing a board report dashboard helps your readers quickly understand the main drivers of the organisation’s success. They will be able to see immediately how things are going and then...
New in Calxa: Metrics in Reports and Dashboard Data Sources
New in Calxa this month will be made up of two releases to improve your reporting options before the end of this month: First, the ability to use Metrics directly in reports, without needing to create a KPI. And secondly, custom data sources in Dashboards will give...
Dashboards vs Reports: A Comparison
Dashboards vs Reports, what is the difference? While there are some people who love dashboards and others who will only look at reports, most people can benefit from using both. It is a matter of choosing the right tool for the job. And, most of all, considering your audience and the message you want to convey. Both, dashboards and reports, have their strengths and you should use them to your advantage.
ERP Reporting: Using Calxa Unplugged
ERP Reporting remains a challenge today. Whilst the ERP system can manage the granularity of a business, delivering business insights does not appear to be the focus for software vendors. Since introducing Calxa Unplugged, we have suggested a number of ways of using a manual organisation combined with data imported from a spreadsheet. One of the most popular uses has been to produce management data to help with ERP reporting. Here’s the how and why of that task.
Fathom Software vs Spotlight Reporting Comparison
Looking at the comparison table, at first glance Fathom Software looks similar to Spotlight Reporting. And, sometimes, you’d get the same impression from reading their promotional material. Delve deeper though, and the differences become apparent. Let’s start off with a comparison table.
New in Calxa: Dashboards Have Arrived!
Well, by now you will have seen what's new in Calxa. The first step in our dashboard overhaul is now live and so is stage 2. There is more to come in the next month so let’s review the 4 stages of this release. Updated 22 March 2023 March Update We have...
New in Calxa: Making Calxa Easier to Use
We’re starting this year with some improvements to make Calxa easier to use and then, the big one, will be customisable dashboards. Usability includes the Metrics configuration, simplified changes to billing and better labelling of Xero tracking categories. ...
New in Calxa: KPIs as Rows in your Reports
In early November we released our Third Generation Account Trees and we’ve had very positive response to the additional flexibility. But wait, there’s more! New in Calxa next week we’ll go one better and give you the ability to add KPIs to your Account Trees. This...
Inputs, Outputs, Outcomes and Impact: A NFP Perspective
Accountability is important in any organisation and especially so in a Not-for-Profit. Understanding the inputs, outputs, outcomes and impact of an activity, helps communicate this to the various stakeholders. Funders, whether they are governments or institutions...
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