Financial Statements

Your income statement, balance sheet, and chart of accounts, pulled directly from your ERP and mapped to Drivepoint categories.

Use it to:

• Review P&L performance by account and period

• Check balance sheet positions over time

• See which Drivepoint category each GL account maps to

• Identify unmapped accounts and gauge how much dollar volume they represent

Income statement

Metric	What it tells you	Notes
Net change	Revenue or expense amount for the period	Positive = inflow for revenue accounts, outflow for expense accounts
Drivepoint category	The mapped SmartModel category for each account	Unmapped accounts show as blank
Account name	The original GL account name from your ERP
Period	Month the amounts apply to	First and last day of each period

Balance sheet

Metric	What it tells you	Notes
Ending balance	Account balance at period end	Cumulative, not a period change
Net change	Movement in the account during the period	Useful for spotting unusual swings
Statement type	Whether the account is an asset, liability, or equity

Chart of accounts

Metric	What it tells you	Notes
Account ID and name	Every GL account in your ERP
Drivepoint category	What each account maps to in your SmartModel	Blank if unmapped
Sign convention	Whether Drivepoint flips the sign for reporting	Some accounts (revenue, liabilities) follow opposite-sign conventions

Mapping coverage

Metric	What it tells you	Notes
Mapped vs. unmapped accounts	How many GL accounts have a Drivepoint category assigned	By count and by dollar value
Dollar-weighted coverage	What percentage of your total GL activity flows through mapped accounts	A few high-volume unmapped accounts can mean low effective coverage even with most accounts mapped

Mapping coverage is weighted by dollar value, not just account count. An unmapped account that carries $1M in activity matters more than ten unmapped accounts with $100 each. Use coverage to prioritize which accounts to map next.