What is a Rolling Revenue Trend Analysis?

Revenue dashboards are considered essential analytical reports and are often used by Executives, VP of Sales and CFOs to analyze trends in revenues and their causes. A key functionality in this type of report dynamically displays the past 15 months of revenues. It also shows column charts for the current fiscal year compared to last year and budgets. Furthermore, it displays a ranked list of each major revenue component. Finally, in the trend chart in the upper right hand corner of the example below, the report automatically predicts the next three months based on historical data. At the bottom of the report, below the charts, there is a numerical data section. You will find an example of this type of report below.

Purpose of Revenue Dashboard Reports

Companies and organizations use Revenue Dashboard Reports to enable managers to go beyond the numbers and allow the charts to tell the revenue story. When used as part of good business practices in a Financial Planning & Analysis (FP&A) Department, a company can improve its ability to quickly and easily detect upswings and downturns in sales and other revenues, as well as, reduce the chances that trends and anomalies slip under the radar.

Revenue Dashboard Report Example

Here is an example of a graphical Revenue Dashboard with rolling 15 month and comparative charts.

Rolling Revenue Trend Analysis Dashboard Example

Rolling Revenue Trend Analysis Dashboard Example

You can find hundreds of additional examples here.

Who Uses This Type of Report?

The typical users of this type of report are: VP of Sales, CFOs, Analysts and Executives.

Other Reports Often Used in Conjunction with Revenue Dashboard Reports

Progressive Financial Planning & Analysis (FP&A) Departments sometimes use several different Revenue Dashboard Reports, along with sales reports, profit & loss statements and other management and control tools.

Where Does the Data for Analysis Originate From?

The Actual (historical transactions) data typically comes from enterprise resource planning (ERP) systems like: Microsoft Dynamics 365 (D365) Finance, Microsoft Dynamics 365 Business Central (D365 BC), Microsoft Dynamics AX, Microsoft Dynamics NAV, Microsoft Dynamics GP, Microsoft Dynamics SL, Sage Intacct, Sage 100, Sage 300, Sage 500, Sage X3, SAP Business One, SAP ByDesign, Acumatica, Netsuite and others.

In analyses where budgets or forecasts are used, the planning data most often originates from in-house Excel spreadsheet models or from professional corporate performance management (CPM/EPM) solutions.

What Tools are Typically used for Reporting, Planning and Dashboards?

Examples of business software used with the data and ERPs mentioned above are:

  • Native ERP report writers and query tools
  • Spreadsheets (for example Microsoft Excel)
  • Corporate Performance Management (CPM) tools (for example Solver)
  • Dashboards (for example Microsoft Power BI and Tableau)

Corporate Performance Management (CPM) Cloud Solutions and More Examples