Business Momentum: KPI dashboard with AI insight

Business Momentum (Beta) is Versa’s executive-style view of how your company is performing on the numbers that matter—revenue, profit, orders, and operating expense—without building a stack of reports every morning.

Each metric is shown for meaningful time windows (month to date, quarter to date, year to date, and comparisons to prior periods). Where available, AI-written summaries and change analysis help explain what moved and why, in plain language.

How to turn on Business Momentum

Business Momentum requires two steps: a company setting (once per organization) and a user permission (for each person who should see the page). A Firm Admin or User Admin usually performs both.

Step 1 — Enable Pulse, Ops Center, and Momentum for your company

1. Open Setup from the main menu.
2. Go to Feature Settings → AI Agent.
3. Turn on Generate Daily Pulse, Ops Center & Business Momentum.
4. Save your changes.

This single setting turns on the AI-powered Pulse daily briefing, the Ops Center action list, and the data refresh that powers Business Momentum

After you save, Versa begins building operational and KPI snapshots on its regular schedule (typically after close of business). The first time you open Momentum, cards may show No KPI data yet until that first refresh completes—usually within a business day.

Step 2 — Give users the Business Momentum permission

Turning on the company setting does not automatically show Momentum to every user. Each person who should open the page needs the Business Momentum permission assigned to their account.

1. Open Setup → User Management.
2. Click the username (or the gear icon) for the user who should have access.
3. On the permissions screen, check Business Momentum.
4. Save (Update Permissions).

Users who also need Pulse or Ops Center still rely on their existing role permissions for those areas—for example, which domains appear in Pulse depends on AR, AP, Sales, and other access they already have. Business Momentum is separate: it focuses on financial KPIs and requires this dedicated permission in addition to the company AI Agent setting.

When it is ready to use

Once both steps are complete, eligible users see Momentum in the main navigation (chart icon). If the menu item is missing, confirm the AI Agent setting is on and the user has the Business Momentum permission. If the page opens but shows no data, wait for the next scheduled KPI refresh after Pulse was enabled.

Who can use Business Momentum?

In summary:

• Company: Generate Daily Pulse, Ops Center & Business Momentum must be on (Setup → Feature Settings → AI Agent).
• User: The Business Momentum permission must be assigned (Setup → User Management).

If either requirement is missing, the Momentum menu item will not appear or you may be redirected with a message to enable Pulse first.

Where to find Momentum

Open Momentum from the main navigation (chart icon). 

What you see on the page

As-of date and freshness

At the top, Versa shows an as-of company date—the business day the metrics represent. An info icon may show when the snapshot was last computed.

Momentum is designed for end-of-day and period-close insight, not live intraday trading. If you open the page during the business day, you typically see the latest completed refresh (often from the previous close). If today’s snapshot is not ready yet, Versa may show the most recent available data instead.

Metric sections

Metrics are grouped for easy scanning:

• Revenue & profit — Sales revenue, revenue growth, gross profit and margin, net profit and margin, cost of goods sold, and operating expense (excluding COGS).
• Orders — Number of orders and average order size.

Reading a metric card

Each card focuses on one KPI. Common elements:

• Month-over-month headline — How this month so far compares to the same number of days in the prior month. Expand the row to see both amounts and date ranges.
• Year-over-year and fiscal comparisons — When enough history exists, optional rows for month-to-date vs the same month last year, quarter-to-date vs prior-year quarter, and year-to-date vs prior fiscal year (based on your company’s fiscal calendar). See When some comparisons are hidden below if a row is missing.
• AI summary — A short narrative comment when available (generated during the scheduled refresh).
• Change analysis — For key metrics such as sales revenue, cost of goods sold, and operating expense, Versa may show which customers, products, or categories contributed the largest increases or decreases. For revenue and orders, you may also see breakdowns by sales channel when your company uses channels and that option is enabled. Expand tables to review movers; use download links to export CSV for sharing or deeper review. You can change which breakdowns appear using Change analysis settings (see below).
• Show Numbers — Opens exact values for all periods on that card.

For revenue growth rate, the card highlights several comparison windows (for example month to date vs prior month, year to date vs prior year) with color cues for the strongest and weakest periods in that set.

How periods are calculated

Expand How periods are calculated at the top of the page for definitions of month to date, prior month, quarter to date, year to date, and how fiscal vs calendar rules apply in Versa.

In general:

• Month-based windows use calendar months.
• Quarter and year comparisons use your fiscal calendar in Versa.
• Month pace compares to the same number of days in the prior month, not always a full prior calendar month.

When some comparisons are hidden

Momentum only shows period-over-period comparisons when Versa has enough comparable data. That keeps partial months and brand-new companies from misleading “vs last year” headlines. You may see a short info notice at the top of the page explaining what was omitted.

Early in the calendar month

For the first few days of each calendar month (before the 7th on your company date), Versa does not emphasize month-to-date pace or month-to-date vs the same month last year. A few days of activity are too small to read like a full-month trend.

During that window, cards typically:

• Highlight the last two complete calendar months instead of month-to-date vs the same number of days in the prior month.
• Hide the Month to date (YoY) row and related month-to-date comparison bars on Revenue growth rate.
• Still show quarter-to-date and year-to-date vs the prior fiscal year when that history exists.
• Still list dollar amounts for every period—including month to date—under Show Numbers.

After calendar day 7, the usual month-to-date headline and year-over-year month rows appear on the next scheduled refresh.

New companies or no prior-year data

Versa does not compare to last year when there is no meaningful data in the prior-year window—for example:

• Your organization is in its first year in Versa and prior months or prior fiscal periods have not been posted or imported yet.
• You started from a trial balance go-live date and activity before that date is not in Versa, so “same month last year” or “same quarter last year” would not be a fair comparison.
• A comparison month uses imported historical balances (monthly totals only) where day-level detail is needed for a fair month-to-date pace—in those cases month-to-date comparisons may be hidden while full-month or quarter/year views still appear when eligible.

When prior-year rows are hidden, month-over-month and other within-the-current-year comparisons may still appear where data exists. Expand How periods are calculated on the Momentum page for the exact wording Versa shows for your organization.

Change analysis settings

Business Momentum can show change analysis on several cards—AI narratives, tables of the largest increases and decreases, optional sales channel breakdowns, and matching CSV exports. You control how that analysis is built with Change analysis settings on the Momentum page itself.

How to open settings

1. Open Momentum from the main navigation.
2. In the upper-right area of the page, click the gear icon labeled Change analysis settings.
3. Adjust the options for each metric, then click Save settings. Use Close to discard unsaved changes and collapse the panel.

Settings are saved for the company (organization) you are working in. If your firm has multiple organizations, each can have its own preferences. Any user who can open Momentum for that organization can view and save these settings.

When changes take effect

Saved settings are not applied to the cards on screen immediately. Versa uses them the next time it refreshes Momentum KPI data—typically on the daily schedule aligned with Pulse and Business Momentum. After you save, you should see a confirmation message; check back after the next refresh to see updated change analysis.

What settings change (and what they do not)

Settings affect:

• Whether Change analysis appears on a metric card at all.
• Which breakdowns are shown—for example by customer, product, product category, expense group, or sales channel.
• How many top movers appear in revenue and operating-expense tables (when Custom revenue mode is selected, or for operating expense bucket counts).
• The content of Download CSV exports for change analysis.

Settings do not change:

• Headline KPI amounts, month-over-month rows, quarter/year comparisons, or Show Numbers values on the cards.
• Detail pages opened from Show Numbers or from linked amounts in change-analysis tables (those follow the metric, not these display options).

Sales revenue

Controls change analysis on the Sales revenue card—customer, product, and category tables, the AI summary tied to revenue movers, and revenue change-analysis CSV. Turning revenue analysis Off also removes sales-channel revenue breakdowns (see Sales channel below).

In Auto or Off, the custom checkboxes and “Top customers / products / categories” counts on the form are ignored when you save—use Custom if you want to fine-tune those lists.

Cost of goods sold

Controls change analysis on the Cost of goods sold card—product or category movers, COGS narrative, and COGS change CSV.

Operating expenses (excl. COGS)

Controls change analysis on the Operating expenses card—expense bucket tables, narrative, and operating-expense change CSV.

Top buckets sets how many largest increases and how many largest decreases appear per comparison period (default 10, maximum 100). This applies whenever operating-expense change analysis is not Off.

Sales channel

If your company uses sales order channels, you can add channel breakdowns alongside the other change analysis. These are separate checkboxes and can be turned on or off independently.

• Include sales channel breakdown for sales revenue — Adds a sales-channel section on the Sales revenue card (and channel rows in the revenue change-analysis CSV). Requires revenue change analysis to be enabled (not Off).
• Include sales channel breakdown for number of orders and average order size — Adds channel tables on both order KPI cards and their channel CSV export.

Both channel options default to on. Uncheck them if you do not use channels or prefer a simpler card layout.

Examples

• Focus on customers only — Sales revenue: Custom, check By customer only, set Top customers to 15; leave COGS and operating expense on Auto.
• Minimal cards — Set revenue, COGS, and operating expense to Off and uncheck both sales channel options. Headline KPIs and Show Numbers still work; change analysis sections disappear after the next refresh.
• Expense review by account — Operating expenses: By GL account, Top buckets 20, to see more individual accounts in the increase/decrease tables.

Drilldown and exports

On supported metrics, you can:

• Download CSV of change analysis for a metric.
• Open detail for a customer or product (where offered) to see invoice or line-level activity in the matching period—useful when you need to verify a specific amount.
• Inspect orders — On Number of orders and Average order size, expand Show Numbers and click a period amount to open sales-order detail (order count, totals, and average for the period). Use Download full table (CSV) to export every order, not only the rows on screen.
• Show Numbers drilldown — On Sales revenue, Cost of goods sold, and Operating expenses, click a period amount under Show Numbers to open detail for that period. Use Download full table (CSV) to export the full list.

Detail-page totals cover the full date range shown at the top of the page.

Beta preview notice

Business Momentum is in beta. During the beta period the feature is free. AI summaries and automated analysis may be incomplete or inaccurate—always verify important decisions against your official financial reports and source transactions in Versa.

A link to AI data privacy information is shown on the page.

Momentum and Pulse

Pulse tells you what needs attention today across operations (collections, orders, shipping, approvals, and more). Momentum answers “how are we performing financially over time?” The two work together: Pulse for daily priorities, Momentum for performance context.

If you see “No KPI data yet”

This usually means the first snapshot has not run since Pulse was enabled, or today’s refresh has not completed. Metrics are updated on a schedule aligned with end of business. After the next successful refresh, cards should populate. If the message persists, contact your Versa administrator or support.

Getting help

Contact your firm administrator to walk through Setup → Feature Settings → AI Agent and User Management if you need access. For product questions, contact Versa support.