Finance as a Core Business Function

Where strategy becomes numbers — and numbers drive decisions.

Markviss gives Finance one clean structure to align plans, actuals, and accountability across Sales, Operations, and Cost Centers. Every goal and KPI can — and ultimately should — roll into a financial KPI.

Everything Rolls Up to Finance

Industry solutions, functional goals, and operational metrics all connect here. Sales affects Net Sales & Cash; Manufacturing shapes COGS & Working Capital; Cost Centers drive OpEx & Margin — Finance integrates it all.

Sales → P&L & Cash

  • Units & price → Net Sales
  • Discounts/returns → Gross vs. Net
  • Collections → DSO & AR aging

Manufacturing/Ops → COGS & WC

  • Materials & yield → COGS
  • Inventory → ITO & DSI
  • CapEx → Depreciation & ROA

Cost Centers → OpEx & Margin

  • HR & payroll → Salary margin
  • Sales/Marketing → promo efficiency
  • G&A → operating margin

Why Finance Needs Structure

  • Plan → Actuals → Variance → Trend (_LM / _LY)
  • Trace assumptions to owners & sources
  • Cross-team accountability (Sales/Ops/HR)
  • Decision support, not just reporting

Core KPIs

  • Net Sales, Gross Profit & Margin
  • EBIT / Operating Profit & EBIT Margin
  • EBITDA & EBITDA Margin
  • Net Profit Margin (bottom line)
  • Cash Conversion Cycle (CCC), DSO, DSI
  • Inventory Turnover (ITO), ROA
  • Debt-to-Equity (D/E)
  • Yearly Sales Growth ($ and #)

Supporting Metrics

  • COGS, OpEx (Mgmt & Sales expenses), Salary
  • Discounts/returns, Other operating revenue
  • Accounts receivable/payable, Inventories
  • Assets (fixed/intangible/financial), Liabilities
  • Equity, Paid-in capital, Retained earnings
  • Financial revenue/cost, Tax, EBT, Net Income
  • Bank deposits & cash, Investments, Other current assets

Workflows

  • Monthly & quarterly cadences with variance/trend
  • Scenario planning (best/base/worst)
  • KPI drill-downs (EBIT → COGS, salary, discounts, WC)
  • Cross-category links via clean [ID] references

Templates & Reporting

  • Pre-built P&L, Balance Sheet & Cash Flow KPIs
  • Board/investor-ready exports and review summaries
  • Audit-ready transparency and change history
  • Extend with your own formulas & categories

Integrations

  • ERP, accounting, payroll, and bank feeds
  • Excel add-in and Open API (keep source systems)
  • One version of truth for executive outputs

All goals roll up to Finance.

Connect Sales, Manufacturing, and Cost Centers directly to financial KPIs.

Make strategy measurable — and accountable — across the whole company.

Get Started with Markviss

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