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Domo Knowledge Base

Domo Finance

Version 2

 

Intro

Thank you for purchasing the Domo Finance app! This guide will help you familiarize yourself with the features and layout of the app. The Domo Finance app contains three views: P&L (Profit and Loss Statement), Cash Flows, and Balance Sheet. Each of these three statements can be exported as either a PDF or Excel spreadsheet, and are completely driven by your connected financial data. The app serves as a means to visually connect with and customize your important financial statements and data. 

App Overview.png

P&L (Profit and Loss Statement)

The first view in the app allows you to visualize and customize your profit and loss data. The P&L tab has various ways to customize your data view including selecting the 'App Mode', selecting 'Date Grain', 'Period', 'Year' filters, and through settings. You also have the ability to 'Collapse' all of the columns currently opened or expand the columns for more detailed profit and loss information. 

Profit and Loss.png

App Mode

The 'App Mode' option allows you to select either a 'Comparative' or 'Trended' view. The 'Trended' option includes a hover-over option which displays two trended chart ($ and %) for each column.

App Mode.png

Date Grain

The 'Date Grain' can also be changed in the Profit and Loss Statement. The selected 'App Mode' does affect the options found in the 'Date Grain' dropdown. The Comparative app mode includes the 'Month', 'Quarter', and 'Year to Date' options, while the Trended app mode includes 'Month' and 'Quarter'. 

Date Grain.png

Period

The 'Period' dropdown options are dependent upon the selected 'Date Grain', i.e. if I select 'Month' then I will see all of the 12 months in the 'Period' dropdown. 

Period.png

Year

The 'Year' dropdown will include all of the available fiscal years in your connected profit and loss data. To apply these filters, you will need to first select all your desired options from the dropdowns and then select the 'Apply Filters' button. 

Year.png

Profit and Loss Settings

The Profit and Loss Settings screen allows you to select from 'Number Format Options', 'Ratio Options', 'Comparative Options', and 'Table Options'. The 'Number Format' settings allows you to set the number abbreviation, negative number display, number of decimal places, and percent decimal places. The 'Ratio' settings allows you to select the ratio comparison category from your available columns. The 'Comparative' settings allows you to show/not-show actuals, budget comparisons, and prior year comparisons. The 'Table Parent Order' allows you select which order you'd like the parent value to be shown (before or after).

Profit and Loss Settings.png

Cash Flows

The Cash Flows view allows you to visualize and customize your connected cash flow data. The most basic columns in the Cash Flows view includes: 'Cash at Start', 'Net Income', and 'Cash at End', but during the set-up of the app you can expand upon these categories and add more collapsible columns such as 'Adjustments to Net Income'. 

Cash Flows.png

Select Columns

The calendar icon to the left of the app allows you to select which columns you want displayed in the Cash Flows view. You can choose to display all the months, quarters, or years or only show months, quarters, or years from certain fiscal years included in your data.

Select columns Cash Flows.png

Cash Flow Settings

Customize how you view your Cash Flow data using the settings option. You can set the number format, table, and ratio in the settings screen. The 'Number Format Options' tab allows you to abbreviate or not abbreviate numbers, display or not display negative numbers, choose the number of visible decimal places, and choose the number of visible percent decimal places. The 'Table Options' tab allows you to select the table parent order (before or after) and select the P&L Net Income Category. The 'Ratio Comparison Category' allows you to show ratios and select which ratio you want displayed.

Cash Flows Settings.png

Balance Sheet

The Balance Sheet view allows you to visualize and customize your connected Balance Sheet data. The most basic categories in the Balance Sheet view are 'Assets', 'Liabilities & Equity', 'Total Assets', 'Total Liabilities & Equity', and 'Balance', but these can be expanded upon in the set-up of the app. For example, you may wish to include columns like 'Current Assets' and 'Fixed Assets' and collapsible columns under 'Assets'. 

Balance Sheet.pngSelect Columns

The calendar icon to the left of the app allows you to select which columns you want displayed in the Balance Sheet view. You can choose to display all the months, quarters, or years or only show months, quarters, or years from certain fiscal years included in your data.

Select columns Cash Flows.png

Balance Sheet Settings

Customize how you view your Balance Sheet data using the settings option. You can set the number format, table, and ratio in the settings screen. The 'Number Format Options' tab allows you to abbreviate or not abbreviate numbers, display or not display negative numbers, choose the number of visible decimal places, and choose the number of visible percent decimal places. The 'Table Options' tab allows you to select the table parent order (before or after), select the 'Total Assets Category' from your data, and select 'Total Liabilities/Equities Category' from your data. The 'Ratio Comparison Category' allows you to show ratios and select which ratio you want displayed.

Balance Sheet Settings.png

Export Reports

You can export your finance reports in the app by selecting the 'Export Reports' option in the left side menu. You can choose which reports you want included (P&L, Cash Flows, and/or Balance Sheet), the date range of the reports including date grain, through, and year, and the format (Excel or PDF). 

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