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P&L Variance Report
P&L report with budget and actual results for this year and last year, with variances.
P&L Opening Balance Roll Forward
Report to verify opening balance and prior year activity reconciliation.
P&L Gross Margin Analysis
P&L report with 24-month trend for gross margin.
Accounts Payable Spending Trend by Vendor
AP spending trend by vendor with the spending by month for a rolling 13 months.
P&L Rolling 8 Quarter
P&L report with 8-quarter trend for actuals.
Accounts Receivable Detail
AR detail with details including customer, invoice number, invoice dates, and aging buckets in graphical and list format.
Accounts Payable with Gorilla Expense Link
AP detail with links to Gorilla Expense.
Accounts Payable Detail
AP detail with details including vendor, invoice number, invoice dates, and aging buckets in graphical and list format.
Accounts Payable Summary
AP summary of the largest 20 vendors in graphical and list format.
P&L – Forecast Template
P&L forecast template, by month, for the remainder of the year.
P&L – Budget Template
P&L budget template, by month, for the next year.
P&L – Top-Down Driver Based Forecast TemplateÂ
Driver-based P&L model used to forecast P&L by month for the remainder of the year.
Balance Sheet Consolidating ReportÂ
Multi-entity Balance Sheet consolidating assets, liabilities, and shareholder equity into one report.
Balance Sheet Current Year TrendÂ
Balance Sheet trend reflecting assets, liabilities, and shareholder equity for current year only.
Balance Sheet with Change by Month
Balance Sheet reflecting monthly changes with YTD totals for current and prior year.
P&L Variance with Consolidation & SPV Entity
Multi-entity P&L report with consolidated report, plus individual reports for each entity.
Balance Sheet Variance Report
Balance Sheet reflecting assets, liabilities, and shareholder equity for both this year and last year actuals, with variances.
P&L Summary Level by Month and by Quarter
P&L report with summary for executive-level updates for YTD financials, presented in monthly and quarterly views.
P&L Consolidating ReportÂ
Multi-entity P&L report consolidating entities into one report with last year to date, current year to date, and budget.
P&L Rolling 13 Month
P&L report with 13 month trend for actuals.
P&L Forecast Summary
P&L report with YTD actual results and forecast of remainder of year, for full-year estimate.
P&L YTD Actual, Budget Rest of Year
P&L report with YTD actual results and budget for remainder of year, for full-year estimate.
Trial Balance Report
GL report that lists account closing balances for this year and last year, with variances.
Dashboard Navigation and Overview
Power BI dashboard menu that provides quick navigation to each financial dashboard.
GL Dashboard – Business Comparison – KPIs
Power BI comparison across business units for P&L and Balance Sheet KPIs.
GL Dashboard – KPI Benchmarking
Power BI P&L and Balance Sheet amounts and ratio benchmarking of one entity against the average of other internal entities.
GL Dashboard – Revenue Benchmarking
Power BI revenue benchmarking of one entity against the average of other internal entities.
GL Dashboard – Profitability Benchmarking
Power BI profit and margin benchmarking of one entity against the average of other internal entities.
GL Dashboard – Business Comparison – Balance Sheet
Power BI comparison across business units for asset and liability account categories.
GL Dashboard – Expense Benchmarking
Power BI expense benchmarking of one entity against the average of other internal entities.
GL Dashboard – Business Comparison – Profit
Power BI profitability comparison across business units.
GL Dashboard – 8 Quarter KPI Trend
Power BI rolling quarterly KPI trend for P&L and Balance Sheet metrics.
GL Dashboard – Business Comparison – Revenues
Power BI revenue comparison across business units.
GL Dashboard – Business Comparison – Expenses
Power BI expense comparison across business units.
GL Dashboard – 8 Quarter Balance Sheet Trend
Power BI rolling quarterly asset and liability trend by category and account.
GL Dashboard – 8 Quarter Profitability Trend
Power BI rolling quarterly profitability trend for Gross Profit, EBITDA, and Net Profit.
GL Dashboard – 48 Month KPI Trend
Power BI monthly trends by P&L KPIs and comparisons for Balance Sheet ratios.
GL Dashboard – 48 Month Balance Sheet Trend
Power BI monthly trends by asset and liability category and account.
GL Dashboard – 8 Quarter Expense Trend
Power BI rolling quarterly expenses trend by category and account.
GL Dashboard – 48 Month Profit Trend
Power BI monthly trends for Gross Profit, EBITDA, and Net Profit margins and amounts.
GL Dashboard – 48 Month Expense Trend
Power BI monthly and annual trends by expense category and account.
GL Dashboard – 8 Quarter Revenue Trend
Power BI rolling quarterly revenue trend by category and account.
GL Dashboard – 36 Month KPI Trend
Power BI monthly trends by P&L KPIs and comparisons for Balance Sheet ratios.
GL Dashboard – 48 Month Revenue Trend
Power BI monthly and annual trends by revenue category and account.
GL Dashboard – 36 Month Revenue Trend
Power BI monthly and annual trends by revenue category and account.
GL Dashboard – 36 Month Profit Trend
Power BI monthly trends for Gross Profit, EBITDA, and Net Profit margins and amounts.
GL Dashboard – 36 Month Expense Trend
Power BI monthly and annual trends by expense category and account.
GL Dashboard – 36 Month Balance Sheet Trend
Power BI monthly trends by asset and liability category and account.
GL Dashboard – 24 Month Balance Sheet Trend
Power BI monthly trends by asset and liability category and account.
GL Dashboard – 24 Month KPI Trend
Power BI monthly trends by P&L KPIs and comparisons for Balance Sheet ratios.
GL Dashboard – 24 Month Profit Trend
Power BI monthly trends for Gross Profit, EBITDA, and Net Profit margins and amounts.
GL Dashboard – 24 Month Revenue Trend
Power BI monthly and annual trends by revenue category and account.
GL Combo Dashboard – KPIs
Power BI KPI analysis with trends and variances.
GL Dashboard – 24 Month Expense Trend
Power BI monthly and annual trends by expense category and account.
GL Combo Dashboard – Balance Sheet
Power BI asset and liability analysis with trends and variances.
GL Combo Dashboard – Profitability
Power BI profit and margin analysis with monthly trends and YTD variances.
GL Combo Dashboard – Expenses
Power BI expense analysis with monthly trends and YTD variances.
GL Combo Dashboard – Revenues
Power BI revenue analysis with monthly trends and YTD variances.
GL Forecasting Dashboard – KPIs
Automatically creates year-end estimate based on available information. Use sliders to adjust in Power BI.
GL Forecasting Dashboard – Balance Sheet
Automatically creates year-end estimate based on actual YTD. Use sliders to adjust in Power BI.
GL Forecasting Dashboard – Profit Margins
Automatically creates full-year estimate based on actual YTD + budget. Use sliders to adjust in Power BI.
GL Forecasting Dashboard – Expenses
Automatically creates full-year estimate based on actual YTD + budget. Use sliders to adjust in Power BI.
GL Forecasting Dashboard – Revenues
Automatically creates full-year estimate based on actual YTD + budget. Use sliders to adjust in Power BI.
GL Budget Dashboard – Balance Sheet
Power BI budget dashboard with Balance Sheet analysis.
GL Budget Dashboard – Profit Margins
Power BI budget dashboard with profit margin analysis.
GL Budget Dashboard – Expenses
Power BI budget dashboard with expense analysis.
GL Budget Dashboard – Revenues
Power BI budget dashboard with revenue analysis.
GL Exception Dashboard – Profit Margins
Power BI Top 5 ranked profitabiity variances versus budget and last year.
GL Exception Dashboard – Balance Sheet
Power BI Top 5 ranked Balance Sheet variances versus budget and last year.
GL Exception Dashboard – Expenses
Power BI Top 5 ranked expense variances versus budget and last year.
GL Variance Dashboard – KPIs
Power BI view of financial KPIs with variance of current year versus budget and last year.
GL Exception Dashboard – Revenues
Power BI Top 5 ranked revenue variances versus budget and last year.
GL Variance Dashboard – Balance Sheet
Power BI asset and liability variance analysis with comparison to prior year.
GL Variance Dashboard – Expenses
Power BI expense variance analysis with monthly and YTD figures by account category and account.
GL Variance Dashboard – Profit Margins
Power BI profitability variance analysis for Gross Profit, EBITDA, and Net Profit.
GL Variance Dashboard – Revenues
Power BI revenue variance analysis with monthly and YTD figures by account category and account.