- 01
Choose the period
Use the same start/end dates when comparing months or departments.
- 02
Review revenue and cost
Check major revenue and cost-of-sales categories for completeness and unusual changes.
- 03
Review operating expenses
Investigate large movements or accounts with unexpected signs.
- 04
Compare to the ledger
Drill into General Ledger detail when a report amount needs explanation.
Guide complete
Continue with the next related workflow, or return to the Guide Center to find another task.