Company Finance List View
The Company Finance list view gives you a high-level financial snapshot across all your companies. Select a company name to open its full finance detail record.
Columns
| Column | What it shows | Source |
|---|---|---|
| Lead | Check mark if this company is flagged as a lead | Is this company a lead? on the Company Profile tab |
| Company Name | Company name | Company field on the Company tab |
| Company ID | Unique company identifier | Company ID on the Company tab |
| Phone Number | Primary phone number | Phone field on the Company tab |
| Type | Company type classification | Type on the Company tab |
| Status | Active, Inactive, or other configured status | Status on the Company tab |
| City | City from the primary site | Site field on the Company tab |
| Currency Description | Currency assigned to the company | Currency in the Finance Details pod on the Company Finance Summary tab |
| Currency ID | Currency code, populated from Currency Description | — |
| Account ID | Accounting system account ID | Account ID in the Finance Details pod on the Company Finance Summary tab |
| Revenue | Approximate annual revenue | Annual Revenue on the Company Profile tab |
| Tax Code | Tax code applied to this company | Tax Code in the Finance Details pod on the Company Finance Summary tab |
| Territory | Assigned territory | Territory on the Company tab |
| Market | Market classification | Market on the Company tab |
| Address Line 1 | Street address, line 1 | Site field on the Company tab |
| Address Line 2 | Street address, line 2 | Site field on the Company tab |
| State | State or province | Site field on the Company tab |
| Zip | Postal code | Site field on the Company tab |
| Country | Country | Site field on the Company tab |
| Terms | Billing terms | Billing Terms in the Finance Details pod on the Company Finance Summary tab |
| Vendor ID | Vendor identifier for accounting integration | Vendor ID in the Finance Details pod on the Company Finance Summary tab |
| Entity Type | Legal entity type | Entity Type in the Finance Details pod on the Company Finance Summary tab |