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GL Dashboard – 8 Quarter Balance Sheet Trend
8 Quarter Rolling Balance Sheet Dashboards 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 xFP&A and business intelligence (BI) tools. Using interactive Financial Dashboards like the 8 Quarter Rolling Balance Sheet Dashboard template shown below enables them and users from the finance and executive teams to experience near real time asset and liability trend analysis that help drive faster and better decisions.
Who uses 8 Quarter Rolling Balance Sheet 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:
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 extended financial planning and analysis (xFP&A) 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 xFP&A and BI tools that are fully automated and flexible to run on a schedule or on-demand.
Who uses 8 Quarter Rolling Balance Sheet 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:
- Asset and Liability tables with metrics by GL account
- Quarterly trend charts for Current Assets, Long Term Assets, Current Liabilities and Long Term Liabilities
- Period, company and other filters that dynamically drives the dashboard
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 extended financial planning and analysis (xFP&A) 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 xFP&A and BI tools that are fully automated and flexible to run on a schedule or on-demand.
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