Example of a KPI Benchmarking Dashboard to Streamline the Monthly Reporting Process

How can Financial Dashboards Drive Faster and Better Decisions?

As CFOs increasingly become key advisors in the Monthly Reporting Process, they must rely on modern self-service corporate performance management (CPM) and business intelligence (BI) tools. Using interactive Financial Dashboards like the KPI Benchmarking Dashboard template shown below enables them and users from the board and executive teams to experience near real time profit & loss and balance sheet KPIs that help drive faster and better decisions.

Who uses KPI Benchmarking Dashboards and What are Some Key Analytical Features?

In today’s fast-paced business environment, CFOs are under high pressure to supply end users like board members and leaders with timely and concise Financial Dashboards. Companies use key features like the ones below to support their users with effective analysis that helps drive performance optimization across subsidiaries:

  • Year-to-date (YTD) Revenue, Gross Profit and EBITDA metrics for the selected business unit benchmarked against the average of all business units
  • Charts comparing the benchmarked entity versus the average of all business units
  • Table with Current Ratio, Debt to Asset Ratio and Debt to Equity Ratio

The KPI Benchmarking Dashboard template can be used as a key element of the Monthly Reporting process:

Example of a KPI Benchmarking Dashboard to Streamline the Monthly Reporting Process

Example of a KPI Benchmarking Dashboard to Streamline the Monthly Reporting Process

The KPI Benchmarking Dashboard is a ready-to-use Financial Dashboard from the Solver Marketplace.

A Brief Description of the KPI Benchmarking Dashboard Template

Financial Dashboards like the one seen in the image above are interactive and parameter driven and typically contain sections with KPIs displayed with charts and traffic lights to highlight variances. One of the important features that aid the user in the analysis process is the ability to on the fly analyze and benchmark financial performance of any business unit against a chosen set of subsidiaries. KPI Benchmarking Dashboards are often used in conjunction with financial dashboards, consolidated and individual profit & loss and balance sheet reports, and input models for KPI targets and budgets.

Data Integration to Transaction Systems

Most organizations these days want automated and streamlined planning, reporting and analysis. However, many of the benefits described earlier rely on best of breed Corporate Performance Management (CPM) tools and/or Business Intelligence (BI) capabilities as well as data marts or data warehouses that use pre-built integrations to the organization’s ERP system. Oftentimes, they also need integrations to other key data sources like CRM, subscription systems, payroll tools, etc.

Modern, cloud-based ERPs like Microsoft Dynamics 365 Finance (D365 Finance), Microsoft Dynamics 365 Business Central (D365 BC), Sage Intacct, Acumatica, Netsuite and SAP have robust APIs which allow for dynamic integrations to CPM and BI tools that are fully automated and flexible to run on a schedule or on-demand.

Additional Resources to Aid with Research of Templates, CPM and BI Tools

Example of a Profitability Benchmarking Dashboard to Streamline the Monthly Reporting Process

How can Financial Dashboards Drive Faster and Better Decisions?

As CFOs increasingly become key advisors in the Monthly Reporting Process, they must rely on modern self-service corporate performance management (CPM) and business intelligence (BI) tools. Using interactive Financial Dashboards like the Profitability Benchmarking Dashboard template shown below enables them and users from the board and executive teams to experience near real time profitability metrics that help drive faster and better decisions.

Who uses Profitability Benchmarking Dashboards and What are Some Key Analytical Features?

In today’s fast-paced business environment, CFOs are under high pressure to supply end users like board members and leaders with timely and concise Financial Dashboards. Companies use key features like the ones below to support their users with effective analysis that helps drive optimal performance for subsidiaries:

  • Year-to-date (YTD) profit metric tables with the chosen business unit benchmarked against the average of all business units
  • Charts comparing Year-to-Date (YTD) Actual and Budgets for the chosen business unit with the average of all units
  • Period, company and other filters that dynamically drive the dashboard

The Profitability Benchmarking Dashboard template can be used as a key element of the Monthly Reporting process:

Example of a Profitability Benchmarking Dashboard to Streamline the Monthly Reporting Process

Example of a Profitability Benchmarking Dashboard to Streamline the Monthly Reporting Process

The Profitability Benchmarking Dashboard is a ready-to-use Financial Dashboard from the Solver Marketplace.

A Brief Description of the Profitability Benchmarking Dashboard Template

Financial Dashboards like the one seen in the image above are interactive and parameter driven and typically contain sections with profitability KPIs displayed with charts and traffic lights indicators for budget variances. One of the important features that aid the user in the analysis process is the ability to on the fly analyze and benchmark profitability performance of any business unit against a chosen set of subsidiaries. Profitability Benchmarking Dashboards are often used in conjunction with revenue and expense dashboards, consolidated and individual profit and loss reports, and budget models.

Data Integration to Transaction Systems

Most organizations these days want automated and streamlined planning, reporting and analysis. However, many of the benefits described earlier rely on best of breed Corporate Performance Management (CPM) tools and/or Business Intelligence (BI) capabilities as well as data marts or data warehouses that use pre-built integrations to the organization’s ERP system. Oftentimes, they also need integrations to other key data sources like CRM, subscription systems, payroll tools, etc.

Modern, cloud-based ERPs like Microsoft Dynamics 365 Finance (D365 Finance), Microsoft Dynamics 365 Business Central (D365 BC), Sage Intacct, Acumatica, Netsuite and SAP have robust APIs which allow for dynamic integrations to CPM and BI tools that are fully automated and flexible to run on a schedule or on-demand.

Additional Resources to Aid with Research of Templates, CPM and BI Tools

Example of a KPI Comparison Dashboard to Streamline the Monthly Reporting Process

How can Financial Dashboards Drive Faster and Better Decisions?

As CFOs increasingly become key advisors in the Monthly Reporting Process, they must rely on modern self-service corporate performance management (CPM) and business intelligence (BI) tools. Using interactive Financial Dashboards like the KPI Comparison Dashboard template shown below enables them and users from the executive team and board to experience near real time Key Performance Indicators (KPI) compared across business units that help drive faster and better decisions.

Who uses KPI Comparison Dashboards and What are Some Key Analytical Features?

In today’s fast-paced business environment, CFOs are under high pressure to supply end users like senior leaders and board members with timely and concise Financial Dashboards. Companies use key features like the ones below to support their users with effective analysis that helps drive strategy and performance optimization:

  • Comparative tables with Revenue, Gross Profit, EBITDA, Current Ratio, Debt to Asset Ratio and Debt to Equity Ratio
  • Profit & Loss and Balance Sheet KPI charts comparing subsidiaries
  • EBITDA contribution analysis

The KPI Comparison Dashboard template can be used as a key element of the Monthly Reporting process:

Example of a KPI Comparison Dashboard to Streamline the Monthly Reporting Process

Example of a KPI Comparison Dashboard to Streamline the Monthly Reporting Process

The KPI Comparison Dashboard is a ready-to-use Financial Dashboard from the Solver Marketplace.

A Brief Description of the KPI Comparison Dashboard Template

Financial Dashboards like the one seen in the image above are interactive and parameter driven and typically contain sections with tables and charts with P&L and Balance Sheet metrics. One of the important features that aid the user in the analysis process is the ability to benchmark and consolidate KPIs from selected business units. KPI Comparison Dashboards are often used in conjunction with profit & loss and balance sheet financial reports, KPI trend and variance dashboards, KPI target forms and budget models.

Data Integration to Transaction Systems

Most organizations these days want automated and streamlined planning, reporting and analysis. However, many of the benefits described earlier rely on best of breed Corporate Performance Management (CPM) tools and/or Business Intelligence (BI) capabilities as well as data marts or data warehouses that use pre-built integrations to the organization’s ERP system. Oftentimes, they also need integrations to other key data sources like CRM, subscription systems, payroll tools, etc.

Modern, cloud-based ERPs like Microsoft Dynamics 365 Finance (D365 Finance), Microsoft Dynamics 365 Business Central (D365 BC), Sage Intacct, Acumatica, Netsuite and SAP have robust APIs which allow for dynamic integrations to CPM and BI tools that are fully automated and flexible to run on a schedule or on-demand.

Additional Resources to Aid with Research of Templates, CPM and BI Tools

Example of a Balance Sheet Comparison Dashboard to Streamline the Monthly Reporting Process

How can Financial Dashboards Drive Faster and Better Decisions?

As CFOs increasingly become key advisors in the Monthly Reporting Process, they must rely on modern self-service corporate performance management (CPM) and business intelligence (BI) tools. Using interactive Financial Dashboards like the Balance Sheet Comparison Dashboard template shown below enables them and users from the finance and executive teams to experience near real time asset and liability comparative and consolidated data that help drive faster and better decisions.

Who uses Balance Sheet Comparison Dashboards and What are Some Key Analytical Features?

In today’s fast-paced business environment, CFOs are under high pressure to supply end users like accountants and analysts with timely and concise Financial Dashboards. Companies use key features like the ones below to support their users with effective analysis that helps drive risk control and investment optimization across subsidiaries:

  • Comparative tables with Actual year-to-date (YTD) metrics by GL balance sheet account
  • Stacked column charts by subsidiary
  • Pie charts showing each subsidiary’s share of consolidated Assets and Liabilities

The Balance Sheet Comparison Dashboard template can be used as a key element of the Monthly Reporting process:

Example of a Balance Sheet Comparison Dashboard to Streamline the Monthly Reporting Process

Example of a Balance Sheet Comparison Dashboard to Streamline the Monthly Reporting Process

The Balance Sheet Comparison Dashboard is a ready-to-use Financial Dashboard from the Solver Marketplace.

A Brief Description of the Balance Sheet Comparison Dashboard Template

Financial Dashboards like the one seen in the image above are interactive and parameter driven and typically contain sections with tables and charts with balance sheet account level metrics. One of the important features that aid the user in the analysis process is the ability to easily compare current and non-current Assets and Liabilities between subsidiaries. Balance Sheet Comparison Dashboards are often used in conjunction with balance sheet trend and variance dashboards, KPI dashboards, balance sheet and cash flow reports, and cash flow and balance sheet budget models.

Data Integration to Transaction Systems

Most organizations these days want automated and streamlined planning, reporting and analysis. However, many of the benefits described earlier rely on best of breed Corporate Performance Management (CPM) tools and/or Business Intelligence (BI) capabilities as well as data marts or data warehouses that use pre-built integrations to the organization’s ERP system. Oftentimes, they also need integrations to other key data sources like CRM, subscription systems, payroll tools, etc.

Modern, cloud-based ERPs like Microsoft Dynamics 365 Finance (D365 Finance), Microsoft Dynamics 365 Business Central (D365 BC), Sage Intacct, Acumatica, Netsuite and SAP have robust APIs which allow for dynamic integrations to CPM and BI tools that are fully automated and flexible to run on a schedule or on-demand.

Additional Resources to Aid with Research of Templates, CPM and BI Tools

Example of a Profitability Comparison Dashboard to Streamline the Monthly Reporting Process

How can Financial Dashboards Drive Faster and Better Decisions?

As CFOs increasingly become key advisors in the Monthly Reporting Process, they must rely on modern self-service corporate performance management (CPM) and business intelligence (BI) tools. Using interactive Financial Dashboards like the Profitability Comparison Dashboard template shown below enables them and users from the executive team and board to experience near real time profitability metrics that help drive faster and better decisions.

Who uses Profitability Comparison Dashboards and What are Some Key Analytical Features?

In today’s fast-paced business environment CFOs are under high pressure to supply end users like senior leaders and board members with timely and concise Financial Dashboards. Companies use key features like the ones below to support their users with effective analysis that helps drive profit maximization and growth tactics:

  • Comparative tables with Actual and Budget margins for Gross Profit, EBITDA, and Net Profit
  • Waterfall charts showing profit metrics by subsidiary and consolidated
  • Graphical comparison of Gross Profit vs Net Profit for Actual and Budget figures

The Profitability Comparison Dashboard template can be used as a key element of the Monthly Reporting process:

Example of a Profitability Comparison Dashboard to Streamline the Monthly Reporting Process

Example of a Profitability Comparison Dashboard to Streamline the Monthly Reporting Process

The Profitability Comparison Dashboard is a ready-to-use Financial Dashboard from the Solver Marketplace.

A Brief Description of the Profitability Comparison Dashboard Template

Financial Dashboards like the one seen in the image above are interactive and parameter driven and typically contain sections with tables and charts with profit-related metrics. One of the important features that aid the user in the analysis process is the ability to easily compare Gross Profit, Net Profit and EBITDA across selected subsidiaries. Profitability Comparison Dashboards are often used in conjunction with profit trend and variance dashboards, KPI dashboards, profit & loss reports, and budget models.

Data Integration to Transaction Systems

Most organizations these days want automated and streamlined planning, reporting and analysis. However, many of the benefits described earlier rely on best of breed Corporate Performance Management (CPM) tools and/or Business Intelligence (BI) capabilities as well as data marts or data warehouses that use pre-built integrations to the organization’s ERP system. Oftentimes, they also need integrations to other key data sources like CRM, subscription systems, payroll tools, etc.

Modern, cloud-based ERPs like Microsoft Dynamics 365 Finance (D365 Finance), Microsoft Dynamics 365 Business Central (D365 BC), Sage Intacct, Acumatica, Netsuite and SAP have robust APIs which allow for dynamic integrations to CPM and BI tools that are fully automated and flexible to run on a schedule or on-demand.

Additional Resources to Aid with Research of Templates, CPM and BI Tools

Example of an 8 Quarter Rolling KPI Dashboard to Streamline the Monthly Reporting Process

How can Financial Dashboards Drive Faster and Better Decisions?

As CFOs increasingly become key advisors in the Monthly Reporting Process, they must rely on modern self-service corporate performance management (CPM) and business intelligence (BI) tools. Using interactive Financial Dashboards like the 8 Quarter Rolling KPI Dashboard template shown below enables them and users from the leadership team to experience near real time key performance indicator (KPI) trend analysis that help drive faster and better decisions.

Who uses 8 Quarter Rolling KPI Dashboards and What are Some Key Analytical Features?

In today’s fast-paced business environment, CFOs are under high pressure to supply end users like executives and board members with timely and concise Financial Dashboards. Companies use key features like the ones below to support their users with effective analysis that serves as important enablers for their decision-makers:

  • KPI tables with metrics for Revenue, Gross Profit, EBITDA, Current Ratio, Debt to Asset Ratio, and Debt to Equity Ratio
  • Waterfall charts showing aggregate profit & loss metrics for the past eight quarters
  • Quarterly column charts comparing P&L and Balance Sheet metrics while also showing trends

The 8 Quarter Rolling KPI Dashboard template can be used as a key element of the Monthly Reporting process:

Example of an 8 Quarter Rolling KPI Dashboard to Streamline the Monthly Reporting Process

Example of an 8 Quarter Rolling KPI Dashboard to Streamline the Monthly Reporting Process

The 8 Quarter Rolling KPI Dashboard is a ready-to-use Financial Dashboard from the Solver Marketplace.

A Brief Description of the 8 Quarter Rolling KPI Dashboard Template

Financial Dashboards like the one seen in the image above are interactive and parameter driven and typically contain sections with charts and indicators for the selected KPIs. One of the important features that aid the user in the analysis process is the ability to select parameters such as year, period and company and immediately see charts update with trend analysis. 8 Quarter Rolling KPI Dashboards are often used in conjunction with p&l, balance sheet and cash flow reports, variance dashboards, and KPI target input forms.

Data Integration to Transaction Systems

Most organizations these days want automated and streamlined planning, reporting and analysis. However, many of the benefits described earlier rely on best of breed Corporate Performance Management (CPM) tools and/or Business Intelligence (BI) capabilities as well as data marts or data warehouses that use pre-built integrations to the organization’s ERP system. Oftentimes, they also need integrations to other key data sources like CRM, subscription systems, payroll tools, etc.

Modern, cloud-based ERPs like Microsoft Dynamics 365 Finance (D365 Finance), Microsoft Dynamics 365 Business Central (D365 BC), Sage Intacct, Acumatica, Netsuite and SAP have robust APIs which allow for dynamic integrations to CPM and BI tools that are fully automated and flexible to run on a schedule or on-demand.

Additional Resources to Aid with Research of Templates, CPM and BI Tools