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Example of a Distribution Center Comparison Dashboard

What is a Distribution Center Comparison Dashboard?

Comparative distribution center dashboards are considered benchmarking tools and are used by executives, analysts and managers to analyze KPIs across the company’s locations. Some of the main functionality in this type of dashboard is that it provides graphical analysis from six different perspectives: 1) Inventory turnover versus backorder rate by location, 2) Order cycle time, 3) Quantity on hand, 4) Order picking accuracy versus Rate of return, 5) Inventory carrying cost, 6) Inventory value. The dashboard is parameter-based and the user can run it for any period. You find an example of this type of dashboard below.

Purpose of Distribution Center Comparison Dashboards

Distribution businesses use Comparison Dashboards to benchmark performance for various KPIs across their locations. When used as part of good business practices in a Financial Planning & Analysis (FP&A) department, a company can improve its individual distribution center strategies and inventory processes, and it can reduce the chances that managers miss outliers amongst their locations.

Distribution Center Comparison Dashboard Example

Here is an example of a Distribution Center Comparison Dashboard with inventory-related KPIs.

Example of a Distribution Center Comparison Dashboard

Example of a Distribution Center Comparison Dashboard

You can find hundreds of additional examples here

Who Uses This Type of Dashboard?

The typical users of this type of dashboard are: COOs, inventory managers, distribution center managers, executives.

Other Dashboards Often Used in Conjunction with Distribution Center Comparison Dashboards

Progressive Financial Planning & Analysis (FP&A) and operational departments sometimes use several different Distribution Center Comparison Dashboards, along with  inventory and sales reports, margin reports, sales dashboards, sales forecasts, supplier reports, costing and allocation reports, profit & loss reports, balance sheets and other management and control tools.

Where Does the Data for Analysis Originate From?

The Actual (historical transactions) data typically comes from management systems or 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

Example of a Item Comparison Dashboard for a Distributor

What is an Item Comparison Dashboard for a Distributor?

Item dashboards are considered product analysis tools and are used by analysts and managers to analyze KPIs for the items they carry. Some of the main functionality in this type of dashboard is that it provides graphical analysis from eight different perspectives: 1) Inventory turnover rate by item, 2) Back order rate, 3) Order cycle time, 4) Quantity on hand, 5) order picking accuracy, 6) Rate of return, 7) Inventory carrying cost, 8) Inventory value. The dashboard is parameter-based and the user can run it for any period. You find an example of this type of dashboard below.

Purpose of Item Comparison Dashboards

Distribution businesses use Item Comparison Dashboards to benchmark performance for various KPIs across their products. When used as part of good business practices in a Financial Planning & Analysis (FP&A) department, a company can improve its product strategies and inventory processes, and it can reduce the chances that managers miss outliers in their product portfolio.

Item Comparison Dashboard Example

Here is an example of an Item Comparison Dashboard with inventory-related KPIs.

Example of a Item Comparison Dashboard for a Distributor

Example of a Item Comparison Dashboard for a Distributor

You can find hundreds of additional examples here

Who Uses This Type of Dashboard?

The typical users of this type of dashboard are: COOs, inventory managers, distribution executives, product managers.

Other Dashboards Often Used in Conjunction with Item Comparison Dashboards

Progressive Financial Planning & Analysis (FP&A) and operational departments sometimes use several different Item Comparison Dashboards, along with  inventory and sales reports, margin reports, sales dashboards, sales forecasts, supplier reports, costing and allocation reports and other management and control tools.

Where Does the Data for Analysis Originate From?

The Actual (historical transactions) data typically comes from management systems or 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

Capacity Utilization Dashboard Example with Manufacturing Plant Comparisons

What is a Capacity Utilization Dashboard?

Utilization analysis dashboards with comparative analysis are considered benchmarking tools and are used by operations managers to track utilization by plant and to easily see exceptions. Some of the main functionality in this type of dashboard report is that it it provides utilization analysis by individual plant and it also benchmarks these metrics across all the plants. You find an example of this type of dashboard report below.

Purpose of Capacity Utilization Dashboards

Manufacturers use Capacity Utilization Dashboards to monitor plant performance for utilization metrics. When used as part of good business practices in a Production department, an organization can improve its utilization tracking and analysis as well as reduce the chances that executives don’t have good visibility to whether any individual plant becomes inefficient without quickly detecting it.

Capacity Utilization Dashboard Example

Here is an example of a Capacity Utilization Dashboard to track multiple manufacturing plants.

Capacity Utilization Dashboard Example with Manufacturing Plant Comparisons

Capacity Utilization Dashboard Example with Manufacturing Plant Comparisons

You can find hundreds of additional examples here

Who Uses This Type of Dashboard report?

The typical users of this type of dashboard report are: Executives and Plant Managers.

Other Dashboard reports Often Used in Conjunction with Capacity Utilization Dashboards

Progressive Production departments sometimes use several different Capacity Utilization Dashboards, along with production dashboards, inventory reports, sales forecast, sales reports and other management and control tools.

Where Does the Data for Analysis Originate From?

The Actual (historical transactions) data typically comes from management systems or 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

Competitor Benchmark Analysis Example

What is a Competitor Benchmark Analysis Report?

Competitor benchmark reports are considered comparative analysis tools and are often used by CFOs, executives and analysts to measure internal company performance versus that of other companies. Some of the key functionality in this type of KPI benchmark report is that it is based on available data from competitors. Often, this is data from a web-site like Yahoo Finance or a government web-site like Edgar. The example consists of eight charts, each one displaying the trend for a specific metric for the past eight quarters. The metrics include Current Ratio, Return on Assets, Return on Equity, Profit Margin, Gross Margin, Debt to Equity, Revenue and Revenue Growth. Each chart shows data for your own company as well as the other companies selected when the report was executed.. You find an example of this type of KPI benchmark report below.

Purpose of Competitor Benchmarking Reports

Companies and organizations use Competitor Benchmarking Reports to supplement internal variance analysis with external comparisons to ensure that the business also measured against the performance of specific external companies. When used as part of good business practices in a Financial Planning & Analysis (FP&A) and Executive department, a company can improve its strategies as well as reduce the chances that it falls behind other companies in the industry.

Competitor Benchmarking Report Example

Here is an example of a Competitor Benchmark Report with comparison to selected companies.

Competitor Benchmark Analysis Report Example

Competitor Benchmark Analysis Report Example

You can find hundreds of additional examples here

Who Uses This Type of KPI benchmark report?

The typical users of this type of KPI benchmark report are: CFOs, executives, board members, and analysts.

Other KPI benchmark reports Often Used in Conjunction with Competitor Benchmarking Reports

Progressive Financial Planning & Analysis (FP&A) and Executive Departments sometimes use several different Competitor Benchmarking Reports, along with benchmarking dashboards, comparative variance reports, KPI reports, strategy summaries and other management and control tools.

Where Does the Data for Analysis Originate From?

The Actual (historical transactions) data typically comes from data services and manual entry from web-sites like Yahoo Finance and Edgar, as well as internal data 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

Competitor Trend Analysis Report Example

What is a Competitor Trend Analysis Report?

Competitor analysis reports are considered benchmarking tools and are often used by CFOs, executives and analysts to track the performance and trends of similar or competing organizations. Some of the key functionality in this type of KPI benchmark report is that it is based on available data from competitors. Often, this is data from a web-site like Yahoo Finance or a government web-site like Edgar. The example consists of eight charts, each one displaying the trend for a specific metric for the past eight quarters. The metrics include: Current Ratio, Return on Assets, Return on Equity, Profit Margin, Gross Margin, Debt to Equity, Revenue and Revenue Growth. You find an example of this type of KPI benchmark report below.

Purpose of Competitor Analysis Reports

Companies and organizations use Competitor Analysis Reports to monitor the performance and trends of comparative businesses to know if their own business if falling behind or getting ahead. When used as part of good business practices in a Financial Planning & Analysis (FP&A) and Executive department, a company can improve its strategies as well as reduce the chances that performance targets, budgets and tactics are misaligned with the industry.

Competitor Analysis Report Example

Here is an example of a Competitor Performance Analysis Report with quarterly trend charts.

Competitor Trend Analysis Report Example

Competitor Trend Analysis Report Example

You can find hundreds of additional examples here

Who Uses This Type of KPI benchmark report?

The typical users of this type of KPI benchmark report are: CFOs, executives, board members, and analysts.

Other KPI benchmark reports Often Used in Conjunction with Competitor Analysis Reports

Progressive Financial Planning & Analysis (FP&A) and Executive Departments sometimes use several different Competitor Analysis Reports, along with benchmarking dashboards, comparative reports, KPI reports, strategy summaries and other management and control tools.

Where Does the Data for Analysis Originate From?

The Actual (historical transactions) data typically comes from web sites like Yahoo Finance, Edgar or if the comparisons are to companies in e.g. the same corporate group, the data could come directly 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

Marketing Campaign Analysis Report Example

What is a Marketing Campaign Analysis Report?

Campaign analysis reports are considered essential marketing analytics tools and are often used by marketing executives and campaign managers to compare lead metrics and cost across their campaigns. Some of the key functionality in this type of report is that it provides filters so the user can see only the campaigns and time period they are interested in. The resulting campaigns are listed down the rows and across the columns you see lead and cost KPIs like: Total # of leads, Disqualified leads, Open leads, Qualified leads, Budgeted campaign cost, Cost per qualified lead. The last column shows how each campaign compares to the AVERAGE lead cost of all the campaigns. The data typically originates from a CRM system. You find an example of this type of report below.

Automate your financial analysis and reporting

Purpose of Campaign Analysis Reports

Companies and organizations use Campaign Analysis Reports to easily benchmark campaigns against each other to see which ones produces the best result compared to the investment. When used as part of good business practices in a Marketing department, a company can improve its revenues by investing in the best possible campaigns as well as reduce the chances that money and marketing budgets are wasted on poor performing campaigns.

Campaign Analysis Report Example

Here is an example of a modern and automated Campaign Analysis Report that provides essential KPIs and benchmarking.

Marketing Campaign Analysis Report Example

Marketing Campaign Analysis Report Example

You can find hundreds of additional examples here

Who Uses This Type of Report?

The typical users of this type of report are: Marketing managers, budget users, sales executives.

Other Reports Often Used in Conjunction with Campaign Analysis Reports

Progressive Marketing Departments sometimes use several different Campaign Analysis Reports, along with pipeline reports, campaign dashboards, marketing simulation dashboards, marketing budget models, lead and opportunity reports and other management and control tools.

Where Does the Data for Analysis Originate From?

The Actual (historical transactions) data typically comes from CRM and 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, Dynamics 365 (CRM), Sage Intacct, Sage 100, Sage 300, Sage 500, Sage X3, SAP Business One, SAP ByDesign, Acumatica, Netsuite, Salesforce 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)

Automate your financial analysis and reporting

Corporate Performance Management (CPM) Cloud Solutions and More Examples

Example of a Helpdesk Call Analysis Report for a Technology Company

What is a Helpdesk Call Analysis Report?

Call analytics reports are considered operational analysis tools and are often used by helpdesk managers and COOs to determine phone support quantity and efficiency. Some of the key functionality in this type of report is that it compares incoming calls with abandoned calls, real calls and spam calls. In the rows, the report groups company/helpdesk by region which provides useful benchmarking analysis. The pie charts on the top of the report helps with the quantitative and qualititative call comparisons. You find an example of this type of report below.

Purpose of Helpdesk Call Analysis Reports

Companies use Helpdesk Call Analysis Reports to make it easy for managers to quickly compare call statistics across helpdesk locations and by call type. When used as part of good business practices in a support department, a company can improve its helpdesk staff planning and use of technology to optimize the support operations as well as reduce the chances that helpdesk managers lose sight of the big picture related to call statistics and therefore make slower- or sub-optimal decisions.

Helpdesk Call Analysis Report Example

Here is an example of a detailed Call Statistics report for a technology company with multiple helpdesk teams.

Example of a Helpdesk Call Analysis Report for a Technology Company

Example of a Helpdesk Call Analysis Report for a Technology Company

You can find hundreds of additional examples here

Who Uses This Type of Report?

The typical users of this type of report are: Helpdesk managers, COOs, support team leads.

Other Reports Often Used in Conjunction with Helpdesk Call Analysis Reports

Progressive support department Departments sometimes use several different Helpdesk Call Analysis Reports, along with helpdesk dashboards, support ticket reports 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

Example of Capacity Utilization Dashboard with Manufacturing Plant Comparisons

What is a Capacity Utilization Dashboard?

Utilization analysis dashboards with comparative analysis are considered benchmarking tools and are often used by plant and operations managers to track utilization by facility and to easily see exceptions. Key functionality in this type of dashboard report provides utilization analysis by individual plant and it also compares all the plants in the corporation. You will find an example of this type of dashboard report below.

Purpose of Capacity Utilization Dashboards

Manufacturing companies use Capacity Utilization Dashboards to monitor plant performance and trends with utilization metrics. When used as part of good business practices, a company can improve its utilization tracking and analysis, as well as, reduce the chances that an individual plant becomes inefficient without managers quickly detecting it.

Capacity Utilization Dashboard Example

Here is an example of a Capacity Utilization Dashboard to track multiple manufacturing plants.

Example of a Capacity Utilization Dashboard with Manufacturing Plant Comparisons

Example of a Capacity Utilization Dashboard with Manufacturing Plant Comparisons

You can find hundreds of additional examples here.

Who Uses This Type of Dashboard Report?

The typical users of this type of dashboard report are: Executives and Plant Managers.

Other Dashboard Reports Often Used in Conjunction with Capacity Utilization Dashboards

Progressive manufacturing companies sometimes use several different Capacity Utilization Dashboards, along with production dashboards, inventory reports, sales forecast, sales reports 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

Learn More About Solver CPM For Manufacturing