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GL Dashboard – Business Comparison – Balance Sheet
Power BI comparison across business units for Asset and Liabilitiy account categories
GL Dashboard – Business Comparison – KPIs
Power BI comparison across business units for P&L and Balance Sheet KPIs
GL Dashboard – Revenue Benchmarking
Power BI revenue benchmarking of one entity against the average of other internal entities
GL Dashboard – Expense Benchmarking
Power BI expense 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 – 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 – 8 Quarter Expense Trend
Power BI rolling quarterly expenses 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 – 8 Quarter Balance Sheet Trend
Power BI rolling quarterly asset and liability trend by category and account
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 – Business Comparison – Profit
Power BI profitability comparison across business units
GL Dashboard – 48 Month Revenue Trend
Power BI monthly and annual trends by revenue category and account
GL Dashboard – 48 Month Expense Trend
Power BI monthly and annual trends by expense 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 Balance Sheet Trend
Power BI monthly trends by asset and liability category and account
GL Dashboard – 48 Month KPI Trend
Power BI monthly trends by P&L KPIs and comparisons for balance sheet ratios
GL Dashboard – 8 Quarter Revenue Trend
Power BI rolling quarterly revenue trend by 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 – 36 Month Revenue Trend
Power BI monthly and annual trends by revenue category and account
GL Dashboard – 36 Month Expense Trend
Power BI monthly and annual trends by expense 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 Balance Sheet Trend
Power BI monthly trends by asset and liability category and account
GL Dashboard – 36 Month KPI Trend
Power BI monthly trends by P&L KPIs and comparisons for balance sheet ratios
GL Combo Dashboard – Expenses
Power BI expense analysis with monthly trends and YTD variances
GL Combo Dashboard – Profitability
Power BI profit and margin analysis with monthly trends and YTD variances
GL Combo Dashboard – Balance Sheet
Power BI Asset and Liability analysis with trends and variances
GL Combo Dashboard – KPIs
Power BI KPI analysis with trends and variances
GL Dashboard – 24 Month Revenue Trend
Power BI monthly and annual trends by revenue category and account
GL Dashboard – 24 Month Expense Trend
Power BI monthly and annual trends by expense category and account
GL Dashboard – 24 Month Profit Trend
Power BI monthly trends for Gross Profit, EBITDA and Net Profit margins and amounts
GL Budget Dashboard – Balance Sheet
Power BI budget dashboard with balance sheet analysis
GL Forecasting Dashboard – Revenues
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 – Profit Margins
Automatically creates full year estimate based on Actual YTD + budget. 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 – KPIs
Automatically creates year-end estimate based on available information. Use sliders to adjust in Power BI
GL Combo Dashboard – Revenues
Power BI revenue analysis with monthly trends and YTD variances
GL Exception Dashboard – Expenses
Power BI Top 5 ranked Expense Variances versus budget and last year
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 Budget Dashboard – Revenues
Power BI budget dashboard with revenue analysis
GL Budget Dashboard – Expenses
Power BI budget dashboard with expense analysis
GL Budget Dashboard – Profit Margins
Power BI budget dashboard with profit margin analysis
Dashboard Navigation and Overview
Power BI dashboard Menu that provides quick navigation to each financial dashboard
GL Variance Dashboard – Revenues
Power BI revenue variance analysis with monthly and YTD figures by account category and account
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 – Balance Sheet
Power BI Asset and Liability variance analysis with comparison to prior 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
Balance SheetÂ
Balance Sheet reflecting assets, liabilities, and shareholder equity for both this year and last year actuals, with variances.
Balance Sheet Actual YTD
Balance Sheet reflecting monthly changes with YTD totals for current and prior year.
Balance Sheet Consolidating ReportÂ
Multi-entity Balance Sheet consolidating assets, liabilities, and shareholder equity into one report.
P&L Trend – 13 Month Actual
P&L report with 13 month trend for actuals.
P&L – Summary Level by Month and by Quarter
P&L report with summary for executive-level updates for year to date 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 Variance with Consolidation & SPV Entity
Multi-entity P&L report with consolidated report, plus individual reports for each entity.
Trial Balance Report
GL report that lists account closing balances for this year and last year, with variances.
P&L Variance Report
P&L report with budget and actual results for this year and last year, with variances.
P&L YTD Actual – Budget Rest of Year
P&L report with year to date actual results and budget for remainder of year for full-year estimate.
P&L Forecast Summary
P&L report with year to date actual results and forecast of remainder of year for full-year estimate.
P&L – Top-Down Driver Based Forecast Template
Driver based P&L Model used to forecast P&L by month for the remainder of the year.
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.