Example of an Asset & Liability Analysis Template to Streamline the Monthly Reporting Process

How can Balance Sheet KPI Analysis 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 Balance Sheet reports like the Asset & Liability Analysis template shown below enables them and other executives to review near real time asset and liability metrics that help drive faster and better decisions.

Who uses Asset & Liability Analysis with Variances and Trends and What are Some Key Analytical Features?

In today’s fast-paced business environment, CFOs are under high pressure to supply end users like managers and board members with timely and concise Balance Sheet Analysis. Companies use key features like the ones below to support their leaders with effective analysis that helps drive quicker and smarter decisions:

  • Monitor variances between the current month and last year
  • Detect key asset and liability trends
  • Easy report configuration to focus on the exact balance sheet categories that management wants to monitor

The Asset & Liability Analysis template can be used as a key element of the Monthly Reporting process:

Example of an Asset & Liability Analysis Template to Streamline the Monthly Reporting Process

Example of an Asset & Liability Analysis Template to Streamline the Monthly Reporting Process

The Asset & Liability Analysis with Variances and Trends report is a ready-to-use Balance Sheet Analysis template from the Solver Marketplace.

A Brief Description of the Asset & Liability Analysis with Variances and Trends Template

Balance Sheet Analysis reports like the one seen in the image above are interactive and parameter driven and typically contain sections with variance metrics, trend charts and a report component with detailed figures. One of the important features that aid the user in the analysis process is the ability to quickly see top three balance sheet account categories for short term assets, long term assets, short term liabilities and long term liabilities. Asset & Liability Analysis with Variances and Trends templates are often used in conjunction with profit & loss reports, trended balance sheets and dashboards, cash flow statements, as well as balance sheet and cash flow budget and forecast 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

Example of a Profitability Analysis Report to Streamline the Monthly Reporting and Analysis Process

How can Gross Profit and Net Profit Analysis Reports Drive Faster and Better Decisions?

As CFOs increasingly become key innovators in the Monthly Reporting and Analysis Process, they must rely on modern self-service corporate performance management (CPM) and business intelligence (BI) tools. Using interactive Gross Profit and Net Profit reports like the Profitability Analysis template shown below enables them and users from the FP&A teams and the board to experience near real time monthly actual and budget profitability and P&L reviews that help drive faster and better decisions.

Who uses Profitability Analysis Reports 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 Gross Profit and Net Profit Analysis. Companies use key features like the ones below to support their users with effective tools that help drive better profitability and margin insights:

  • Gross profit, Operating Income and Net Profit metrics with actual and budget comparisons for monthly and year-to-date data
  • Monthly trend charts comparing current year with last year and budget
  • Formatted P&L report (below the metrics and charts shown in the screenshot below)

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

Example of a Profitability Analysis Report to Streamline the Monthly Reporting and Analysis Process

Example of a Profitability Analysis Report to Streamline the Monthly Reporting and Analysis Process

The Profitability Analysis report is a ready-to-use Gross Profit and Net Profit Analysis template from the Solver Marketplace.

A Brief Description of the Profitability Analysis Template

Gross Profit and Net Profit Analysis reports like the one seen in the image above are interactive and parameter driven and often contain sections with charts, variances with indicators, profit & loss summary and account-level detail. One of the important features that aid the user in the analysis process is the ability for the user to detect a variance in the KPIs in the left section of the report and then click on the number to automatically navigate to the P&L located below. From there you can drill from an account balance and down to the underlying GL journal entries. Profitability Analysis reports are often used in conjunction with trended balance sheets, gross margin analysis reports, KPI dashboards.

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 Multi-year Revenue Trend Analysis Report to Streamline the Annual Reporting and Budgeting Process

How can Revenue Trend Analysis Drive Faster and Better Decisions?

As CFOs increasingly become key innovators in the Annual Reporting and Budgeting Process, they must rely on modern self-service corporate performance management (CPM) and business intelligence (BI) tools. Using interactive revenue reports like the Multi-year Revenue Trend Analysis template shown below enables them and users from the FP&A teams and the board to experience near real time annual trend analysis across seven years that help drive faster and better decisions.

Who uses Multi-year Revenue Trend Reports 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 Revenue Analysis. Companies use key features like the ones below to support their users with effective reports that helps drive better strategic decisions by understanding multi-year trends:

  • User can choose company and year and see the related trended data
  • Combines graphical trend analysis with detailed view of each GL revenue account and its balances
  • Drill down on any GL account to see the underlying transactions

The Multi-year Revenue Trend Analysis template can be used as a key element of the Annual Reporting and Budgeting process:

Example of a Multi-year Revenue Trend Analysis Report to Streamline the Annual Reporting and Budgeting Process

Example of a Multi-year Revenue Trend Analysis Report to Streamline the Annual Reporting and Budgeting Process

The Multi-year Revenue Trend Analysis is a ready-to-use Revenue Analysis from the Solver Marketplace.

A Brief Description of the Multi-year Revenue Trend Analysis Template

Revenue Analysis reports like the one seen in the image above are interactive and parameter driven and typically contain sections with visualizations and report detail. One of the important features that aid the user in the analysis process is the ability to see the dynamic trend chart that displays year-to-date revenues for the current year as well as complete annual revenues for the past six years. The formatted report below the chart enables account-by-account analysis. Multi-year Revenue Trend Analysis reports are often used in conjunction with profit & loss reports, trended balance sheets and dashboards, as well as revenue budget and forecast 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

Example of a Rolling 10 Quarter Revenue Analysis Template to Streamline the Quarterly Reporting Process

How can Quarterly Rolling Revenue Analysis Drive Faster and Better Decisions?

As CFOs increasingly become key innovators in the Monthly and Quarterly Reporting Processes, they must rely on modern self-service corporate performance management (CPM) and business intelligence (BI) tools. Using interactive Revenue Analysis like the Rolling 10 Quarter Revenue Analysis template shown below enables them and users from the FP&A teams and the board to experience near real time quarterly revenue trend analysis that help drive faster and better decisions.

Who uses Rolling 10 Quarter Revenue Analysis 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 Revenue Analysis. Companies use key features like the ones below to support their users with effective analysis that helps drive better revenue trend insights:

  • The user can select the Revenue Type (typically a Revenue Account Category) at run time and then the report will exclusively focus on the related GL accounts for in-depth analysis and clarity
  • The report automatically displays charts and data for the last rolling 10 quarters
  • The user can drill into months by expanding each quarterly column or drill into individual GL revenue accounts in the report below the chart

The Rolling 10 Quarter Revenue Analysis template can be used as a key element of the Quarterly Reporting process:

Example of a Rolling 10 Quarter Revenue Analysis Template to Streamline the Quarterly Reporting Process

Example of a Rolling 10 Quarter Revenue Analysis Template to Streamline the Quarterly Reporting Process

The Rolling 10 Quarter Revenue Analysis report is a ready-to-use  template from the Solver Marketplace.

A Brief Description of the Rolling 10 Quarter Revenue Analysis Template

Revenue Analysis reports like the one seen in the image above are interactive and typically contain sections with parameter-driven analysis with up to two and a half years of historical data by quarter and month. One of the important features that aid the user in the analysis process is the ability to see a powerful combination of summary metrics (chart) and detail (report below the chart) to easily discover quarterly and multi-year trends. Rolling 10 Quarter Revenue Analysis reports are often used in conjunction with profit & loss reports, monthly revenue and sales dashboards, sales reports, and revenue budget and forecast 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

Example of an Operating Expense Analysis Report to Streamline the Monthly Reporting and Analysis Process

How can Operating Expense Analysis Reports Drive Faster and Better Decisions?

As Controllers increasingly become key innovators in the Monthly Reporting and Analysis Process, they must rely on modern self-service corporate performance management (CPM) and business intelligence (BI) tools. Using interactive Operating Expense Analysis Reports like the Operating Expense Analysis template shown below enables them and users from the FP&A teams to experience near real time operating expense (OPEX) analysis that help drive faster and better decisions.

Who uses Operating Expense Analysis Reports and What are Some Key Analytical Features?

In today’s fast-paced business environment, Controllers are under high pressure to supply end users like CFOs, controllers and department heads with timely and concise Operating Expense Analysis Reports. Companies use key features like the ones below to support their users with effective analysis that helps drive better expense control and improved profitability:

  • Monthly and YTD expense totals with variances to budget and last year actuals with drill-down to account level detail in report at the bottom
  • Automatically calculated full year expense estimate as well as Top Ten Expense Variances
  • Monthly trend chart comparing actual current year with budget and last year figures

The Operating Expense Analysis template can be used as a key element of the Monthly Reporting and Analysis process:

Example of an Operating Expense Analysis Report to Streamline the Monthly Reporting and Analysis Process

Example of an Operating Expense Analysis Report to Streamline the Monthly Reporting and Analysis Process

The Operating Expense Analysis is a ready-to-use Operating Expense Analysis Report from the Solver Marketplace.

A Brief Description of the Operating Expense Analysis Template

Operating Expense Analysis Reports like the one seen in the image above are interactive and parameter driven and typically contain sections with charts, expense summary and detail, and top variances. One of the important features that aid the user in the analysis process is the ability to view a powerful combination of summary metrics, traffic lights to highlight variances and charts to display trends. Operating Expense Analysis reports are often used in conjunction with revenue analysis reports, profit & loss reports, expense dashboards, and AP reports.

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 Revenue Analysis Report with Quarterly Actual and Budget Comparison to Streamline the Quarterly Reporting Process

How can Quarterly Revenue Analysis Drive Faster and Better Decisions?

As CFOs increasingly become key innovators in the Quarterly Reporting Process, they must rely on modern self-service corporate performance management (CPM) and business intelligence (BI) tools. Using interactive Revenue Analysis like the Revenue Analysis with Quarterly Actual and Budget Comparison template shown below enables them and users from the FP&A teams and the board to experience near real time quarterly actual and budget variance- and trend analysis that help drive faster and better decisions.

Who uses Revenue Analysis with Quarterly Actual and Budget Comparisons 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 Revenue Analysis. Companies use key features like the ones below to support their users with effective reports and dashboards that helps drive better revenue insights and faster decisions:

  • Quarterly revenue figures with variances to budget and last year actuals
  • Detailed account level report with drill-down to underlying GL transactions
  • Quarterly trend and variance charts comparing actual current year with budget and last year figures

The Revenue Analysis with Quarterly Actual and Budget Comparison template can be used as a key element of the Quarterly Reporting process:

Example of a Revenue Analysis Report with Quarterly Actual and Budget Comparison to Streamline the Quarterly Reporting Process

Example of a Revenue Analysis Report with Quarterly Actual and Budget Comparison to Streamline the Quarterly Reporting Process

(screenshot picture name for Google) ->  The Revenue Analysis with Quarterly Actual and Budget Comparison Report is a ready-to-use Revenue Analysis template from the Solver Marketplace.

A Brief Description of the Revenue Analysis with Quarterly Actual and Budget Comparison Template

Revenue Analysis reports like the one seen in the image above are interactive and parameter driven and typically contain sections with charts, variances with indicators, revenue summary and account-level detail. One of the important features that aid the user in the analysis process is the powerful combination of summary metrics with traffic lights to highlight variances and charts to easily discover trends. Revenue Analysis with Quarterly Actual and Budget Comparisons are often used in conjunction with profit & loss reports, monthly revenue and sales dashboards, sales reports, and revenue budget 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

Example of a Revenue Report with Monthly Actual and Budget Comparison to Streamline the Monthly Reporting and Analysis Process

How can Graphical Revenue Analysis Drive Faster and Better Decisions?

As CFOs increasingly become key innovators in the Monthly Reporting and Analysis Process, they must rely on modern self-service corporate performance management (CPM) and business intelligence (BI) tools. Using graphical reports like the Revenue Analysis with Monthly Actual and Budget Comparison template shown below enables them and users from the FP&A teams and the board to experience near real time monthly variance- and trend analysis that help drive faster and better decisions.

Who uses Revenue Analysis Reports with Monthly Actual and Budget Comparisons 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 Revenue Analysis. Companies use key features like the ones below to support their users with effective reports that help drive better revenue analysis and faster decisions:

  • Monthly and YTD revenue totals with variances to budget and last year actuals with drill-down to account level detail in the report section at the bottom
  • Automatically calculated full year revenue estimate
  • Monthly trend and variance charts comparing actual current year with budget and last year figures

The Revenue Analysis with Monthly Actual and Budget Comparison template can be used as a key element of the Monthly Reporting process:

Example of a Revenue Report with Monthly Actual and Budget Comparison to Streamline the Monthly Reporting and Analysis Process

Example of a Revenue Report with Monthly Actual and Budget Comparison to Streamline the Monthly Reporting and Analysis Process

(screenshot picture name for Google) ->  The Revenue Analysis with Monthly Actual and Budget Comparison report is a ready-to-use template from the Solver Marketplace.

A Brief Description of the Revenue Analysis with Monthly Actual and Budget Comparison Template

Revenue Analysis Reports like the one seen in the image above are interactive and parameter driven and typically contain sections with charts, variances with traffic light, revenue summary and account-level detail. One of the important features that aid the user in the analysis process is the ability to get a powerful combination of summary metrics with traffic lights to highlight variances and charts to easily discover trends. Revenue reports with Monthly Actual and Budget Comparisons are often used in conjunction with profit & loss reports, revenue and sales dashboards, sales reports, and revenue budget 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

Example of an Opening Balance Roll Forward Profit & Loss Report to Streamline the Year-end Close Process

How can Reconciliation Reports Drive Faster and Better Decisions?

As Controllers increasingly become key innovators in the Year-end Close Process, they must rely on modern self-service corporate performance management (CPM) and business intelligence (BI) tools. Using interactive Reconciliation Reports like the Opening Balance Roll Forward Profit & Loss Report template shown below enables them and users from the accounting teams to experience near real time balance checks and reconciliation controls that help drive faster and more accurate decisions.

Who uses Opening Balance Roll Forward Profit & Loss Reports and What are Some Key Analytical Features?

In today’s fast-paced business environment, Controllers are under high pressure to supply end users like accountants and reporting managers with timely and concise Reconciliation Reports. Companies use key features like the ones below to support their users with accurate and efficient year end closes that helps drive more better planning and analysis:

  • Columns for Prior Year Actual, Prior Year Opening Balance (OBA), Prior Year OBA + Current Period Actual, and Current Year OBA
  • Verifies the ending balance of activity for prior year
  • Confirms opening that the balance for the current year is zero

The Opening Balance Roll Forward Profit & Loss Report template can be used as a key element of the Year-end Close process:

Example of an Opening Balance Roll Forward Profit & Loss Report to Streamline the Year-end Close Process

The Opening Balance Roll Forward Profit & Loss Report is a ready-to-use Reconciliation Report from the Solver Marketplace.

A Brief Description of the Opening Balance Roll Forward Profit & Loss Report Template

Reconciliation Reports like the one seen in the image above are interactive and parameter driven and typically contain sections with automated reconciliation with comparative columns. One of the important features that aid the user in the analysis process is the ability to use this report along with an Opening Balance Roll Forward Balance Sheet report to verify the retained earnings. Opening Balance Roll Forward Profit & Loss Reports are often used in conjunction with inter-company reconciliation reports, trial balances, profit & loss variance reports, and balance sheets including roll-forward reports.

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 Opening Balance Roll Forward Balance Sheet Report to Streamline the Year-end Close Process

How can Reconciliation Reports Drive Faster and Better Decisions?

As Controllers increasingly become key innovators in the Month-end and Year-end Close Processes, they must rely on modern self-service corporate performance management (CPM) and business intelligence (BI) tools. Using interactive Reconciliation Reports like the Opening Balance Roll Forward Balance Sheet Report template shown below enables them and users from the accounting and FP&A teams to experience near real time balance checks and controls that help drive faster and better closes.

Who uses Opening Balance Roll Forward Balance Sheet Reports and What are Some Key Analytical Features?

In today’s fast-paced business environment, Controllers are under high pressure to supply end users like accountants and reporting managers with timely and concise Reconciliation Reports. Companies use key features like the ones below to support their users with effective analysis that helps drive more accurate data and a quicker close:

  • Columns for Prior Year Actual, Prior Year Opening Balance (OBA), Prior Year OBA + Current Period Actual, and Current Year OBA
  • Calculated column that automatically shows if there is any Difference in Prior Year OBA + Actual balances versus Current Year OBA
  • Grand total that summarizes all potential differences

The Opening Balance Roll Forward Balance Sheet Report template can be used as a key element of the Year-end Close process:

Example of an Opening Balance Roll Forward Balance Sheet Report to Streamline the Year-end Close Process

The Opening Balance Roll Forward Balance Sheet Report is a ready-to-use Reconciliation Report from the Solver Marketplace.

A Brief Description of the Opening Balance Roll Forward Balance Sheet Report Template

Reconciliation Reports like the one seen in the image above are interactive and parameter driven and typically contain sections with. One of the important features that aid the user in the analysis process is to use this template along with an Opening Balance Roll Forward P&L report to verify the retained earnings on the balance sheet. Opening Balance Roll Forward Balance Sheet Reports are often used in conjunction with inter-company reconciliation reports, GL to AR/AP matching reports, trial balances, profit & loss variance reports, balance sheets, and cash flow statements.

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 Profit & Loss Report to Streamline the Monthly Reporting Process

How can Trended Financial Statements 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 Statements like the 8 Quarter Rolling Profit & Loss Report template shown below enables them and users from the executive teams to experience near real time quarterly P&L trend analysis that help drive faster and better decisions.

Who uses 8 Quarter Rolling Profit & Loss Reports 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 executive leaders with timely and concise Financial Statements. Companies use key features like the ones below to support their users with effective analysis that helps drive faster and smarter decisions:

  • Rolling quarterly columns that dynamically display the past 7 quarters as well as quarter-to-date (QTD) data for the most current periods
  • Parameter-driven execution where the user can select year/period and company
  • Automated row-layout based on account categories

The 8 Quarter Rolling Profit & Loss Report template can be used as a key element of the Monthly Reporting process:

Example of an 8 Quarter Rolling Profit & Loss Report to Streamline the Monthly Reporting Process

Example of an 8 Quarter Rolling Profit & Loss Report to Streamline the Monthly Reporting Process

The 8 Quarter Rolling Profit & Loss Report is a ready-to-use Financial Statement from the Solver Marketplace.

A Brief Description of the 8 Quarter Rolling Profit & Loss Report Template

Financial Statements like the one seen in the image above are interactive and parameter driven and typically contain a presentation quality trended Profit & Loss layout. One of the important features that aid the user in the analysis process is the ability to easily compare revenues, expenses and profit margin trends for the most recent quarters. 8 Quarter Rolling Profit & Loss Reports are often used in conjunction with balance sheet and cash flow trend reports, 13 month rolling P&L reports, KPI dashboards and multi-year 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