Tag Archive for: analysis

Accounts Receivable Report with Dynamic Aging Buckets Example

Accounts Receivable Report with Dynamic Aging Buckets for Acumatica

What does an Accounts Receivable Report with Dynamic Aging Buckets entail? An Accounts Receivable (AR) Aging report is a powerful operational tool that helps accountants identify past-due customer balances. This report is unique in that it…
Example of a Restaurant Performance Dashboard for Hospitality Companies

Powering Up Financial Reporting and Budgeting with Power BI, Solver, and Acumatica

Effective financial reporting and budgeting are crucial for companies to manage their financial health, forecast future growth, and make informed business decisions. However, many companies face significant challenges when trying to solve their…
Example of a Restaurant Performance Dashboard for Hospitality Companies

The Benefits of Strong Reporting and Budgeting for Companies using Power BI and Sage Intacct with Solver CPM

In today's competitive business landscape, companies require powerful tools that can help them make informed decisions quickly. Power BI and Sage Intacct ERP system are two such tools that can provide invaluable insights into an organization's…
Example of a Restaurant Performance Dashboard for Hospitality Companies

Streamlining Financial Reporting and Budgeting with Power BI and Solver for Dynamics 365 Business Central

In today's fast-paced business environment, financial reporting and budgeting are crucial components for any organization to make strategic decisions. However, many companies struggle with these tasks, faced with challenges such as lack of detailed…
Example of an Executive Dashboard with Financial KPIs to Streamline the Monthly Analysis Process

Using Executive Dashboards with Financial KPIs to Streamline the Monthly Analysis Process

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How can Dashboards and Scorecards Drive Faster and Better Decisions? As CFOs increasingly become key advisors in the Monthly Analysis Process, they must rely on modern self-service corporate performance management (CPM) and business intelligence…
Example of a Profit & Loss Analysis Report with Interactive Analysis to Streamline the Monthly Reporting Process

Using Profit & Loss Reports with Interactive Analysis to Streamline the Monthly Reporting Process

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How can Profitability Analysis Drive Faster and Better Decisions? As CFOs increasingly become key advisors in the Monthly Reporting Process, they must rely on modern self-service corporate performance management (CPM) and business intelligence…
Example of an Asset & Liability Analysis Template to Streamline the Monthly Reporting Process

Using Asset & Liability Analysis with Variances and Trends to Streamline the Monthly Reporting Process

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How can Balance Sheet KPI Analysis Drive Faster and Better Decisions? As CFOs increasingly become key advisors in the Monthly Reporting Process, they must rely on modern self-service corporate performance management (CPM) and business intelligence…
Example of a Trended Securities Summary Portfolio Report for Banks

Trended Securities Summary Report for Banks

What is a Trended Securities Summary Report for Banks? Trended Securities Summary Reports are considered monthly trend analysis tools and are used by investment managers and analysts to monitor monthly trends in their portfolio. Some of…
Example of a Securities Summary Portfolio Report for Banks

Securities Summary Portfolio Report for Banks

What is a Securities Summary Portfolio Report for Banks? Securities Portfolio Reports are considered analysis tools and are used by investment managers and analysts to monitor the market- and book values of different securities. Some of…
Example of a Trended Balance Sheet Report for Banks

Trended Balance Sheet Report for Banks

What is a Trended Balance Sheet Report for Banks? Trended Balance Sheets are considered analytical financial reports and are used by executives and CFOs to track monthly trends in assets, liabilities and equity. Some of the main functionality…
Example of a Trended Income Statement for Banks

Trended Income Statement for Banks

What is a Trended Income Statement for Banks? Trended Income Statements are considered core financial reports and are used by executives and branch managers to track monthly trends in revenues, expenses and profitability. Some of the main…
Example of a Product KPI Report for Banks

Product KPI Report for Banks

What is a Product KPI Report for Banks? Product KPI Reports are considered operational analysis tools and are used by executives and product managers to track key production metrics by product offering and branch. Some of the main functionality…
Example of a Loan Performance Dashboard for Banks

Loan Performance Dashboard for Banks

What is a Loan Performance Dashboard for Banks? Loan Performance Dashboards are considered operational analysis tools and are used by executives and loan officers to monitor approval and default trends and comparisons. Some of the main functionality…
Example of a CFO Dashboard for Banks

CFO Dashboard for Banks

What is a CFO Dashboard for Banks? CFO Dashboards are considered financial analysis tools and are used by CFOs and financial managers to monitor trends and budget variances for key financial metrics. Some of the main functionality in this…
Example of an Executive Dashboard for Banks

Executive Dashboard for Banks

What is an Executive Dashboard for Banks? Executive Dashboards are considered analysis tools and are used by leaders to track financial performance. Some of the main functionality in this type of dashboard is that it provides analysis of…
Example of a CECL Report for Credit Unions with Analysis by Call Code

CECL Reporting for Credit Unions – Analysis by Call Code

What is an Analysis by Call Code Report? Analysis by Call Code Reports are considered Current Expected Credit Losses (CECL) reports and are used by accountants and compliance managers to support them in their CECL reporting. Some of the…
Example of CECL Reporting for Credit Unions - Analysis by Account Report

CECL Reporting for Credit Unions – Analysis by Account

What is an Analysis by Account Report? Analysis by Account Reports are considered Current Expected Credit Losses (CECL) reports and are used by accountants and compliance managers to support them in their CECL reporting. Some of the main…
Example of a Trended Securities Summary Portfolio Report for Credit Unions

Trended Securities Summary Portfolio Report for Credit Unions

What is a Trended Securities Summary Report? Trended Securities Summary Reports are considered monthly analysis tools and are used by investment managers and analysts to monitor monthly trends in their portfolios. Some of the main functionality…
Example of a Securities Summary Portfolio Report for Credit Unions

Securities Summary Portfolio Report for Credit Unions

What is a Securities Summary Portfolio Report? Securities Portfolio Reports are considered analysis tools and are used by investment managers and analysts to analyze market- and book values of different securities. Some of the main functionality…
Example of a Trended Balance Sheet for Credit Unions

Trended Balance Sheet for Credit Unions

What is a Trended Balance Sheet? Trended Balance Sheets are considered analytical financial reports and are used by executives and CFOs to track monthly trends in assets, liabilities and equity. Some of the main functionality in this type…
Example of a Trended Income Statement for Credit Unions

Trended Income Statement for Credit Unions

What is a Trended Income Statement? Trended Income Statements are considered core financial reports and are used by executives and branch managers to track monthly trends for revenues, expenses and profitability. Some of the main functionality…
Example of a Product KPI Report for Credit Unions

Product KPI Report for Credit Unions

What is a Product KPI Report? Product KPI Reports are considered operational analysis tools and are used by executives and product managers to track key metrics by product offering and branch. Some of the main functionality in this type…
Example of a Loan Performance Dashboard for Credit Unions

Loan Performance Dashboard for Credit Unions

What is a Loan Performance Dashboard? Loan Performance Dashboards are considered operational analysis tools and are used by executives and loan product managers to monitor trends in approvals and defaults and compare loan metrics across…
Example of a CFO Dashboard for Credit Unions

CFO Dashboard for Credit Unions

What is a CFO Dashboard? CFO Dashboards are considered financial analysis tools and are used by CFOs and financial managers to monitor trends and budget variances for key financial metrics. Some of the main functionality in this type of…
Example of an Executive Dashboard for Credit Unions

Example of an Executive Dashboard for Credit Unions

What is an Executive Dashboard for Credit Unions? Executive Dashboards are considered analysis tools and are used by leaders to track financial performance. Some of the main functionality in this type of dashboard is that it provides analysis…
Example of a Monthly Cash Flow Statement for hospitality companies

Monthly Cash Flow Statement for Hospitality Companies

What is a Trended Monthly Cash Flow Statement? Trended Cash Flow Statements are considered financial reporting tools and are used by CFOs and Controllers to monitor sources and uses of cash and net cash flow. Some of the main functionality…
Example of a Monthly Operating Summary Report for a Hospitality Company

Monthly Operating Summary Report for a Hospitality Company

What is a Monthly Operating Summary Report? Operating Summary Reports are considered business- and departmental analysis tools and are used by financial managers and executives to analyze key metrics, revenues and profitability. Some of…
Example of a Department Dashboard for a Hospitality Company

Department Dashboard for a Hospitality Company

What is a Department Dashboard for a Hospitality Company? Departmental Dashboards are often considered revenue and expense analysis tools and are used by Finance and Department Managers to review major general ledger (GL) performance metrics…
Example of a Food & Beverage Revenue Dashboard for Hospitality Companies

Food & Beverage Revenue Dashboard for Hospitality Companies

What is a Food & Beverage Revenue Dashboard? Food and Beverage (F&B) Dashboards are considered revenue analysis tools and are used by Finance and restaurant managers to drill into revenues by looking at trends and comparing restaurants…
Example of a Restaurant Performance Dashboard for Hospitality Companies

Restaurant Performance Dashboard for Hospitality Companies

What is a Restaurant Performance Dashboard? Restaurant Dashboards are considered performance analysis tools and are used by Finance and restaurant managers to look at essential metrics and trends. Some of the main functionality in this type…