Value of New Balance Transactions
Amount of money you’ve spent on transactions in the last billing period.
What is Value of New Balance Transactions?
There are different transactions that you or your employees can do with the company’s credit card. This KPI takes into account payments, purchases, transfers, fees, and any other transaction that your company needs. These, therefore, will impact your next balance, since they’ll determine the amount of money that you have left after the billing period.
This KPI, therefore, gives you the best real-time insight into your balance at all times, allowing you to act fast on it to stay on top of your expenses. It can also give you great learnings to understand where your transactions are going and readjust them if needed.
Pre-built widgets to display Value of New Balance Transactions
month to date
Value of New Balance Transactions
How to calculate Value of New Balance Transactions?
( Sum(New Balance Transaction,Amount) )
Supported integrations
How it works
1. Connect your data sources
One-click real-time integration with our dashboards to the most popular CRM, support and other business systems.
2. Build dashboards
Use our prebuilt KPI dashboards or customize your own by using formulas to calculate more advanced metrics.
3. Boost team performance
Share real-time insights with your team and boost performance by 20% with visualizing data on dashboards.
Boost performance with real-time insights
Plecto is a data visualization software that helps you motivate your employees to reach new limits and stay on top of your business.
