Revenue Dashboard Example for Distributors

What is a Revenue Dashboard for Distributors?

Revenue and Margin Dashboards are considered analysis tools and are used by executives and sales managers analyze revenue-related metrics. Some of the main functionality in this type of dashboard is that it provides six different views of sales and margin KPIs, including: 1) Revenue and gross Margin %, 2) Multiyear revenue trend, 3) Revenue by location, 4) Top 10 customers by sales for current versus prior year, 5) Revenue and margin histogram, and 6) Revenue and gross margin analysis by deal size. The filters in the top right corner enables drill-down into specific business units and periods. You find an example of this type of dashboard below.

Purpose of Revenue and Margin Dashboards

Distributors use Revenue and Margin Dashboards to give managers an easy, single screen interface to monitor key sales-related metrics. When used as part of good business practices in a Financial Planning & Analysis (FP&A) and Sales department, an organization can improve and speed up its revenue tactics and increase profitability, and it can reduce the chances that users miss the most important data that should drive their decisions.

Revenue and Margin Dashboards for Distributors – Example

Here is an example of a Revenue Dashboard for distributors that displays margins and trends from different viewpoints.

Revenue Dashboard Example for Distributors

Revenue Dashboard Example for Distributors

You can find hundreds of additional examples here

Who Uses This Type of Dashboard?

The typical users of this type of dashboard are: Executives, finance officers, sales managers.

Other Reports Often Used in Conjunction with Revenue and Margin Dashboards

Progressive Financial Planning & Analysis (FP&A) and Sales departments sometimes use several different Revenue and Margin Dashboards, along with detailed sales reports, financial dashboards, sales forecasts, financial statements and other management and control tools.

Where Does the Data for Analysis Originate From?

The Actual (historical transactions) data typically comes from enterprise resource planning (ERP) systems like: Microsoft Dynamics 365 (D365) Finance, Microsoft Dynamics 365 Business Central (D365 BC), Microsoft Dynamics AX, Microsoft Dynamics NAV, Microsoft Dynamics GP, Microsoft Dynamics SL, Sage Intacct, Sage 100, Sage 300, Sage 500, Sage X3, SAP Business One, SAP ByDesign, Acumatica, Netsuite and others.

In analyses where budgets or forecasts are used, the planning data most often originates from in-house Excel spreadsheet models or from professional corporate performance management (CPM/EPM) solutions.

What Tools are Typically used for Reporting, Planning and Dashboards?

Examples of business software used with the data and ERPs mentioned above are:

  • Native ERP report writers and query tools
  • Spreadsheets (for example Microsoft Excel)
  • Corporate Performance Management (CPM) tools (for example Solver)
  • Dashboards (for example Microsoft Power BI and Tableau)

Corporate Performance Management (CPM) Cloud Solutions and More Examples

Grants and Events Dashboard Example for Nonprofit Organizations

What is a Grants and Events Dashboard?

Grants and Events Dashboards are considered analysis tools and are used by managers to analyze grants, program and event metrics. Some of the main functionality in this type of dashboard is that it includes graphical analysis of nine different areas: 1) Attendee by event, 2) Top 5 event budget items, 3) Budget per event, 4) Grant amount per program, 5) Grant amount ratio, 6) Encumbered amount per program, 7) Grants requested versus grants declines, 8) Grant requests versus grants declined by program (ranked), and 9) Encumbered and balance – actual to budget by grant. The filters on the top right enables drill-down into month, program and grant. You find an example of this type of dashboard below.

Purpose of Grants and Events Dashboards

Nonprofits use Grants and Events Dashboards to make it easy and quick to monitor and analyze essential KPIs. When used as part of good business practices in a Financial Planning & Analysis (FP&A) and Grant department, an organization can improve and speed up its grant, program and event strategies, and it can reduce the chances that revenues are lost because managers do not have the right information available.

Grants and Events Dashboards – Example

Here is an example of a Grants and Events Dashboard with program metrics, trends and variances.

Grants and Events Dashboard Example for Nonprofit Organizations

Grants and Events Dashboard Example for Nonprofit Organizations

You can find hundreds of additional examples here

Who Uses This Type of Dashboard?

The typical users of this type of dashboard are: Executives, budget managers, grant and program managers.

Other Reports Often Used in Conjunction with Grants and Events Dashboards

Progressive Financial Planning & Analysis (FP&A) and Grant departments sometimes use several different Grants and Events Dashboards, along with detailed encumbrance reports, budget models for grant/event/program budget input, financial dashboards, financial reports and other management and control tools.

Where Does the Data for Analysis Originate From?

The Actual (historical transactions) data typically comes from grant management systems and/or enterprise resource planning (ERP) systems like: Microsoft Dynamics 365 (D365) Finance, Microsoft Dynamics 365 Business Central (D365 BC), Microsoft Dynamics AX, Microsoft Dynamics NAV, Microsoft Dynamics GP, Microsoft Dynamics SL, Sage Intacct, Sage 100, Sage 300, Sage 500, Sage X3, SAP Business One, SAP ByDesign, Acumatica, Netsuite and others.

In analyses where budgets or forecasts are used, the planning data most often originates from in-house Excel spreadsheet models or from professional corporate performance management (CPM/EPM) solutions.

What Tools are Typically used for Reporting, Planning and Dashboards?

Examples of business software used with the data and ERPs mentioned above are:

  • Native ERP report writers and query tools
  • Spreadsheets (for example Microsoft Excel)
  • Corporate Performance Management (CPM) tools (for example Solver)
  • Dashboards (for example Microsoft Power BI and Tableau)

Corporate Performance Management (CPM) Cloud Solutions and More Examples

Example of a Membership Dashboard for Nonprofits

What is a Membership Dashboard for Nonprofits?

Membership Dashboards are considered analysis tools and are used by executives and membership managers track their membership metrics. Some of the main functionality in this type of dashboard is that it provides and single screen view of the member base from seven different angles: 1) Number of members by membership type, 2) New members and drops, 3) Number of members and related dues by month (trend), 4) Top 10 membership count by geography, 5) Dues and target dues by state/territory, 6) New members versus target by geography, and 7) Dues by city and state/territory. Users can filter the dashboard using the Time and Geography menus on the left side of the screen. You find an example of this type of dashboard below.

Purpose of Membership Dashboards

Nonprofits use Membership Dashboards to make it easy and quick to monitor and analyze essential KPIs. When used as part of good business practices in a Membership department, an organization can improve and speed up its revenues and membership strategies, and it can reduce the chances that trends or anomalies like a rapid drop in membership in a certain region do not go undetected for a longer period.

Membership Dashboards – Example

Here is an example of a Nonprofit Membership Dashboard with rankings, trends and comparisons.

Nonprofit – Membership Dashboard

You can find hundreds of additional examples here

Who Uses This Type of Dashboard?

The typical users of this type of dashboard are: Executives and membership managers.

Other Reports Often Used in Conjunction with Membership Dashboards

Progressive Membership departments sometimes use several different Membership Dashboards, along with detailed membership reports, sales reports, revenue dashboards, profit & loss reports and other management and control tools.

Where Does the Data for Analysis Originate From?

The Actual (historical transactions) data typically comes from membership management applications and/or enterprise resource planning (ERP) systems like: Microsoft Dynamics 365 (D365) Finance, Microsoft Dynamics 365 Business Central (D365 BC), Microsoft Dynamics AX, Microsoft Dynamics NAV, Microsoft Dynamics GP, Microsoft Dynamics SL, Sage Intacct, Sage 100, Sage 300, Sage 500, Sage X3, SAP Business One, SAP ByDesign, Acumatica, Netsuite and others.

In analyses where budgets or forecasts are used, the planning data most often originates from in-house Excel spreadsheet models or from professional corporate performance management (CPM/EPM) solutions.

What Tools are Typically used for Reporting, Planning and Dashboards?

Examples of business software used with the data and ERPs mentioned above are:

  • Native ERP report writers and query tools
  • Spreadsheets (for example Microsoft Excel)
  • Corporate Performance Management (CPM) tools (for example Solver)
  • Dashboards (for example Microsoft Power BI and Tableau)

Corporate Performance Management (CPM) Cloud Solutions and More Examples

Example of a Financial Dashboard for Nonprofit Organizations

What is a Financial Dashboard for Nonprofits?

Financial Dashboards are considered analysis and business monitoring tools and are used by executives and financial managers analyze key financial metrics on a single screen and with powerful visualizations. Some of the main functionality in this type of dashboard is that it provides analysis through eight different perspectives on the dashboard. They include: 1) Actual versus budget and Last Year variance analysis for revenues, 2) Revenue ratio for each location/division as a percent of total revenues, 3) Revenue ratio based on the Type of revenue, 4) Trend KPIs for revenues, Operating income, Net income, 5) Actual versus budgeted expenses per entity, 6) Top 10 expenses per category, 7) Revenues versus expenses trend 8) Revenues versus operating income trend. The filters on the top right of the dashboard makes it quick for the user to switch period and business unit You find an example of this type of dashboard below.

Purpose of Financial Dashboards for Nonprofit Organizations

Nonprofits use Financial Dashboards to give managers an easy and user-friendly way to analyze financial performance. When used as part of good business practices in a Financial Planning & Analysis (FP&A) and Executive department, an organization can improve and speed up its decisions and related strategies, and it can reduce the chances that managers miss important trends and variances.

Financial Dashboards for Nonprofit Organizations – Example

Here is an example of a Financial Dashboard for Nonprofit Organizations to simplify analysis of revenues and expenses.

Example of a Financial Dashboard for Nonprofit Organizations

Example of a Financial Dashboard for Nonprofit Organizations

You can find hundreds of additional examples here

Who Uses This Type of Dashboard?

The typical users of this type of dashboard are: Senior executives, financial managers, department heads.

Other Reports Often Used in Conjunction with Financial Dashboards for Nonprofit Organizations

Progressive Financial Planning & Analysis (FP&A) and Executive departments sometimes use several different Financial Dashboards, along with profit & loss reports, monthly financial trend reports, KPI dashboards, budgeting and forecasting models and other management and control tools.

Where Does the Data for Analysis Originate From?

The Actual (historical transactions) data typically comes from enterprise resource planning (ERP) systems like: Microsoft Dynamics 365 (D365) Finance, Microsoft Dynamics 365 Business Central (D365 BC), Microsoft Dynamics AX, Microsoft Dynamics NAV, Microsoft Dynamics GP, Microsoft Dynamics SL, Sage Intacct, Sage 100, Sage 300, Sage 500, Sage X3, SAP Business One, SAP ByDesign, Acumatica, Netsuite and others.

In analyses where budgets or forecasts are used, the planning data most often originates from in-house Excel spreadsheet models or from professional corporate performance management (CPM/EPM) solutions.

What Tools are Typically used for Reporting, Planning and Dashboards?

Examples of business software used with the data and ERPs mentioned above are:

  • Native ERP report writers and query tools
  • Spreadsheets (for example Microsoft Excel)
  • Corporate Performance Management (CPM) tools (for example Solver)
  • Dashboards (for example Microsoft Power BI and Tableau)

Corporate Performance Management (CPM) Cloud Solutions and More Examples

Blog header image of a person selecting the best option of three choices for the How to Evaluate the Best CPM Tools blog from Solver, the financial reporting and budgeting software experts
Blog header image of a man checking consolidation software for technology companies for the What Tech Companies Should Look for in Consolidation Software blog from Solver, the maker of financial reporting software
Revenue KPIs for Mobile Phones - Example

What is a Revenue KPI dashboard for Mobile Phones?

Mobile apps that display revenue KPIs and charts are considered analytical apps and are used by executives and financial managers to monitor the company’s revenue and gross margin metrics on their phones. Some of the main functionality in this type of mobile dashboard is that it displays revenue-related financial figures and charts directly on mobile phones such as iPhones and Android-based phones like Samsung Galaxy. This particular sample dashboard shows three main metrics: 1) Revenue (for any number of accounts or account groups) trend with variance versus goal, 2) Gross profit margin trend and variance versus goal, 3) Gross profit (amount) trend and variance. You find an example of this type of mobile dashboard below.

Purpose of Revenue and Gross Margin KPI Dashboards for Mobile Phones

Companies use Revenue and Gross Margin KPI Dashboards for Mobile Phones to enable managers to monitor Revenue and Gross Margin at any time by simply viewing it on their cell phone. When used as part of good business practices in a Financial Planning & Analysis (FP&A) department, an organization can improve and speed up its decision-making, and it can reduce the chances that busy managers fall behind and lose track of revenue and margin trends and goals.

Revenue and Gross Margin KPI Dashboard for Mobile Phones – Example

Here is an example of a Revenue KPI Dashboard for mobile phones.

Revenue KPIs for Mobile Phones - Example

Revenue KPIs for Mobile Phones – Example

You can find hundreds of additional examples here

Who Uses This Type of Mobile dashboard?

The typical users of this type of mobile dashboard are: Senior executives, sales executives and financial managers.

Other Reports Often Used in Conjunction with Revenue and Gross Margin KPI Dashboards for Mobile Phones

Progressive Financial Planning & Analysis (FP&A) departments sometimes use several different Key Performance Indicator (KPI) mobile phone dashboards, along with profit & loss reports, monthly financial trend reports, sales dashboards, revenue dashboards and other management and control tools.

Where Does the Data for Analysis Originate From?

The Actual (historical transactions) data typically comes from enterprise resource planning (ERP) systems like: Microsoft Dynamics 365 (D365) Finance, Microsoft Dynamics 365 Business Central (D365 BC), Microsoft Dynamics AX, Microsoft Dynamics NAV, Microsoft Dynamics GP, Microsoft Dynamics SL, Sage Intacct, Sage 100, Sage 300, Sage 500, Sage X3, SAP Business One, SAP ByDesign, Acumatica, Netsuite and others.

In analyses where budgets or forecasts are used, the planning data most often originates from in-house Excel spreadsheet models or from professional corporate performance management (CPM/EPM) solutions.

What Tools are Typically used for Reporting, Planning and Dashboards?

Examples of business software used with the data and ERPs mentioned above are:

  • Native ERP report writers and query tools
  • Spreadsheets (for example Microsoft Excel)
  • Corporate Performance Management (CPM) tools (for example Solver)
  • Dashboards (for example Microsoft Power BI and Tableau)

Corporate Performance Management (CPM) Cloud Solutions and More Examples

Profitability KPIs for Mobile Phone Users

What is Profitability KPIs for Mobile Phones?

Mobile apps that display profitability KPIs and charts are considered analytical apps and are used by executives and financial managers to monitor the company’s profitability metrics on their phones. Some of the main functionality in this type of mobile dashboard is that it displays profit-related financial figures and charts directly on mobile phones such as iPhones and Android-based phones like Samsung Galaxy. This particular dashboard shows four metrics: 1) Gross profit YTD, 2) Net profit YTD, 3) Gross profit trend, 4) Net profit trend. All charts include actual data for the current year, actual last year and budget. You find an example of this type of mobile dashboard below.

Purpose of Profitability KPI Dashboards for Mobile Phones

Companies use Profitability KPI Dashboards for Mobile Phones to enable managers to monitor Gross Margin and Net Profit at any time by simply viewing it on their cell phone. When used as part of good business practices in a Financial Planning & Analysis (FP&A) department, an organization can improve and speed up its decision-making, and it can reduce the chances that busy managers fall behind and lose track of profitability.

Profitability KPI Dashboard for Mobile Phones Example

Here is an example of a Profitability KPI Dashboard for mobile phones.

Profitability KPIs for Mobile Phone Users

Profitability KPIs for Mobile Phone Users

You can find hundreds of additional examples here

Who Uses This Type of Mobile dashboard?

The typical users of this type of mobile dashboard are: Executives and financial managers.

Other Reports Often Used in Conjunction with Profitability KPI Dashboards for Mobile Phones

Progressive Financial Planning & Analysis (FP&A) departments sometimes use several different Key Performance Indicator (KPI) mobile phone dashboards, along with profit & loss reports, monthly financial trend reports and other management and control tools.

Where Does the Data for Analysis Originate From?

The Actual (historical transactions) data typically comes from enterprise resource planning (ERP) systems like: Microsoft Dynamics 365 (D365) Finance, Microsoft Dynamics 365 Business Central (D365 BC), Microsoft Dynamics AX, Microsoft Dynamics NAV, Microsoft Dynamics GP, Microsoft Dynamics SL, Sage Intacct, Sage 100, Sage 300, Sage 500, Sage X3, SAP Business One, SAP ByDesign, Acumatica, Netsuite and others.

In analyses where budgets or forecasts are used, the planning data most often originates from in-house Excel spreadsheet models or from professional corporate performance management (CPM/EPM) solutions.

What Tools are Typically used for Reporting, Planning and Dashboards?

Examples of business software used with the data and ERPs mentioned above are:

  • Native ERP report writers and query tools
  • Spreadsheets (for example Microsoft Excel)
  • Corporate Performance Management (CPM) tools (for example Solver)
  • Dashboards (for example Microsoft Power BI and Tableau)

Corporate Performance Management (CPM) Cloud Solutions and More Examples

Financial KPI Dashboard for Mobile Phones

What is a Financial KPI Mobile App?

Mobile apps that display financial KPIs and charts are considered analytical apps and are used by executives and financial managers to view important metrics when they are on the go and not in front of their computer. Some of the main functionality in this type of mobile dashboard is that it displays financial figures and charts directly on mobile phones such as iPhones from Apple and Android-based phones like Samsung Galaxy. This particular dashboard shows six metrics: 1) Current ration, 2) Debt to asset ratio, 3) Debt to equity ratio, 4) Accounts receivable (AR), 5) Accounts payable (AP), and 6) Cash. You find an example of this type of mobile dashboard below.

Purpose of Financial KPIs for Mobile Phones

Companies use Financial KPIs for Mobile Phones to enable managers to monitor company performance when travelling or otherwise no in front of their computers. When used as part of good business practices in a Financial Planning & Analysis (FP&A) department, an organization can improve and speed up its decision-making, and it can reduce the chances that busy managers fall behind and lose track of important financial indicators.

Financial KPIs for Mobile Phone Example

Here is an example of a Financial KPI Dashboard for mobile phones.

Financial KPI Dashboard for Mobile Phones

Financial KPI Dashboard for Mobile Phones

You can find hundreds of additional examples here

Who Uses This Type of Mobile dashboard?

The typical users of this type of mobile dashboard are: Executives and financial managers.

Other Reports Often Used in Conjunction with Financial KPIs for Mobile Phones

Progressive Financial Planning & Analysis (FP&A) departments sometimes use several different Key Performance Indicator (KPI) dashboards for mobile phones, along with balance sheet reports, monthly financial trend reports and other management and control tools.

Where Does the Data for Analysis Originate From?

The Actual (historical transactions) data typically comes from enterprise resource planning (ERP) systems like: Microsoft Dynamics 365 (D365) Finance, Microsoft Dynamics 365 Business Central (D365 BC), Microsoft Dynamics AX, Microsoft Dynamics NAV, Microsoft Dynamics GP, Microsoft Dynamics SL, Sage Intacct, Sage 100, Sage 300, Sage 500, Sage X3, SAP Business One, SAP ByDesign, Acumatica, Netsuite and others.

In analyses where budgets or forecasts are used, the planning data most often originates from in-house Excel spreadsheet models or from professional corporate performance management (CPM/EPM) solutions.

What Tools are Typically used for Reporting, Planning and Dashboards?

Examples of business software used with the data and ERPs mentioned above are:

  • Native ERP report writers and query tools
  • Spreadsheets (for example Microsoft Excel)
  • Corporate Performance Management (CPM) tools (for example Solver)
  • Dashboards (for example Microsoft Power BI and Tableau)

Corporate Performance Management (CPM) Cloud Solutions and More Examples

Sales Opportunity Recommendation Dashboard Example

What is a Sales Opportunity Recommendation Dashboard?

Opportunity Recommendation Dashboards are considered sales optimization tools and are used by sales managers and the sales team to get an automatically ranked list of opportunities to focus on before and after final approval. Some of the main functionality in this type of dashboard is that it looks at a number of factors and then uses algorithms to rank all opportunities that a sales person should focus on first. These factors include: 1) Customer distance from sales person, 2) Sales person track record, 3) Estimated revenue, 4) Estimated close date, and 5) Entered probability. The dashboard than comes up with a weighted probability for each opportunity and uses this metric to rank the list of potential deals. The charts and KPIs are supplementary information to show sales executives a bigger picture of the pipeline. The filters on the left of the dashboard enable the user to select specific sales people and specific industries. You find an example of this type of dashboard below.

Purpose of Sales Opportunity Recommendation Dashboards

Companies use Sales Opportunity Recommendation Dashboards to automatically recommend which opportunities a sales person should work on first. When used as part of good business practices in a Sales department, an organization can improve its win ratio and increase revenues, and it can reduce the chances of sales people and their managers accidentally prioritize less attractive opportunities.

Sales Opportunity Recommendation Dashboard Example

Here is an example of a Sales Opportunity Optimization Dashboard.

Sales Opportunity Recommendation Dashboard Example

Sales Opportunity Recommendation Dashboard Example

You can find hundreds of additional examples here

Who Uses This Type of Dashboard?

The typical users of this type of dashboard are: Chief Revenue Officers, VP of Sales, Sales Managers, Sales Managers, Sales Team Members.

Other Dashboards and Reports Often Used in Conjunction with Sales Opportunity Recommendation Dashboards

Progressive Sales departments sometimes use several different Sales Opportunity Recommendation Dashboards, along with CRM reports, opportunity reports, pipeline reports, pipeline dashboards, sales dashboards, sales performance reports, win/loss reports and other management and control tools.

Where Does the Data for Analysis Originate From?

The Actual (historical transactions) data typically comes from enterprise resource planning (ERP) systems like: Microsoft Dynamics 365 (D365) Finance, Microsoft Dynamics 365 Business Central (D365 BC), Microsoft Dynamics AX, Microsoft Dynamics NAV, Microsoft Dynamics GP, Microsoft Dynamics SL, Sage Intacct, Sage 100, Sage 300, Sage 500, Sage X3, SAP Business One, SAP ByDesign, Acumatica, Netsuite and others.

In analyses where budgets or forecasts are used, the planning data most often originates from in-house Excel spreadsheet models or from corporate performance management (CPM/EPM) solutions. Lead, campaign and pipeline data usually originates from a CRM system like Salesforce or Microsoft Dynamics 365 Customer Experience (D365 CE).

What Tools are Typically used for Reporting, Planning and Dashboards?

Examples of business software used with the data and ERPs mentioned above are:

  • Native ERP report writers and query tools
  • Spreadsheets (for example Microsoft Excel)
  • Corporate Performance Management (CPM) tools (for example Solver)
  • Dashboards (for example Microsoft Power BI and Tableau)

Corporate Performance Management (CPM) Cloud Solutions and More Examples