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Financial Analysis · Understand the Health Behind the Books

Where is the cash, how much is left to collect, how much is left to pay, and is there enough to cover payroll for the next three months? SBK's financial analysis module helps you understand the truth behind the books across three core dimensions — cash flow + aging + gross margin.

4
core analysis dimensions
5
aging brackets
T+1
data refresh timeliness
Capabilities

See Financial Health from Four Angles

From aging to cash flow, from gross margin to cost structure — every figure maps to a decision

📅 Receivable Aging Analysis

Five aging tiers — 30 / 60 / 90 / 180 / 180+ days — to identify bad-debt risk

💵 Payable Aging Analysis

Aging by supplier, avoiding missed payment dates that hurt your credit

💰 Cash-Flow Analysis

Forecast cash inflows and outflows for this month / quarter, with funding-gap alerts a month ahead

📈 Gross-Margin Breakdown

Break down gross margin by product / customer / sales rep to identify low-margin "traffic items"

📝 Cost Structure

View cost structure by category share, with monthly expense trends YoY and MoM

📋 Custom Dashboards

A must-see CFO dashboard: cash / receivables / payables / gross margin all on one screen

ims.shangbangke.com/analysis/finance/agingAR Aging
AN
Receivable Aging
DetailPush Collection
$1.86MTotal AR
$240K91-180 days
$80K180+ days
4.3%Bad-Debt Rate

Aging Distribution

0-30 days
$1,153,200
31-90 days
$466,800
91-180 days
$240,000
180+ days
$80,000

Receivable Aging: Expose Potential Bad Debts Early

The recovery odds for a customer owing for 90 days versus 180 days are worlds apart. SBK automatically grades receivables into 5 aging tiers, flagging those past 90 days in yellow and past 180 days in red, with finance + sales following up jointly to avoid them becoming dead debts a year later.

  • 5 aging tiers: 0-30 / 31-60 / 61-90 / 91-180 / 180+ days
  • Customers past 90 days auto-push sales follow-up tasks
  • Bad-debt-rate statistics, linked to customer credit ratings
  • Receivable lists exportable in detail for easy collection
ims.shangbangke.com/analysis/finance/cashflowCash Flow
CF
Rolling Cash-Flow Forecast
DetailExport
$1.42MInflow
$1.68MOutflow
-$260KJun Gap
30 daysLead Alert

3-Month Rolling Net Cash Flow ($K)

+280May
-260Jun
+150Jul

Cash-Flow Forecasting: Avoid Breaking the Capital Chain

Compare the trend of cash inflows (confirmed receivables coming in) vs outflows (signed payables + payroll + rent + taxes) for this month / next month / the month after, spotting funding gaps in advance to arrange financing or scheduling in time.

  • 3-month rolling cash-flow forecast
  • Funding-gap alerts a month ahead
  • Large-expenditure calendar view to avoid concentrated payment peaks
  • Historical cash-flow review, continuously calibrating forecast accuracy
Use Cases

How Financial Analysis Is Used

Monthly Finance Meetings

The CFO opens the dashboard — receivables / payables / cash / gross margin all on one screen, delivering the core monthly figures in 5 minutes.

Big-Account Credit Adjustments

Big accounts with receivables over 90 days have their credit limits auto-lowered next quarter to keep risk from escalating.

Low-Margin Product Decisions

Seeing a product's gross margin fall below 5% for 3 straight months, launch a repricing or phase-out to stop the bleeding.

Judging Financing Timing

Forecasting a ¥2M cash gap next quarter, start the bank credit-line process in advance to avoid emergency borrowing.

Related Features

Data Sources for Financial Analysis

Make Financial Decisions on a Solid Basis

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