The Codat Portal helps you assess the financial health of your linked companies through accounting metrics and ratios.

How to access commerce metrics and ratios

  1. Login to the Codat Portal.
  2. Click on Companies in the navigation bar to open the Companies page.
  3. Click the name of the company.
  4. On the company page that opens, select Commerce then click Visualize to open the commerce metrics dashboard.
  5. Either Complete or Skip the Companies House popup (either option will not affect the commerce metrics).

Commerce dashboard

The commerce metrics and ratios of your linked companies are presented through highly visual dashboards and reports.


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