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Revenue Analysis - 10 Quarter Rolling by Revenue Type
Graphical, rolling quarterly analysis of Revenue variances and trends
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 xFP&A 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:
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 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
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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