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Intercompany Matching Report Example

What is a Intercompany Matching Report?

Intercompany Matching reports are considered important month-end close tools for multi-company enterprises and are used by Group Controllers to find and match transactions between subsidiaries. Some of the key functionality in this type of consolidation report is that it automatically finds and displays due-to and due-from transactions. The matching transactions from each company are displayed on the same row and the variance column makes it easy for the controller to see if there is a perfect match or not. You find an example of this type of consolidation report below.

Purpose of Intercompany Matching Reports

Companies and organizations use Intercompany Matching Reports to save time and effort in the month-end close process. The more subsidiaries and internal transactions there are, the more important this type of report is to the accounting team. When used as part of good business practices in a Finance & Accounting Department, a company can improve its month-end consolidation process and speed as well as reduce the risk that there are mistakes that causes erroneous financial statements.

Intercompany Matching Report Example

Here is an example of an Intercompany Report that automatically matches sales, purchases, payables and receivables.

Intercompany Matching Report Example

Intercompany Matching Report Example

You can find hundreds of additional examples here

Who Uses This Type of Consolidation report?

The typical users of this type of consolidation report are: Controllers and Accountants.

Other Consolidation reports Often Used in Conjunction with Intercompany Matching Reports

Progressive Finance & Accounting Departments sometimes use several different Intercompany Matching Reports, along with consolidated profit & loss, balance sheet and cash flow 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, 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

Consolidating Trial Balance Example

What is a Consolidating Trial Balance?

Consolidating Trial Balance Reports are considered essential control tools and are used by Group Controllers to ensure that the financial transactions supplied from subsidiaries are in balance. Some of the key functionality in this type of consolidation report is that it lists all financial accounts down the rows with a total that should be zero if everything is correct. Each subsidiary is listed in the columns along with a grand total. The report can be run by each division for their own sub-consolidation as well as for the corporate HQ for its divisions. Drill-down is important so that the controller easily can explore underlying transactions when needed. You find an example of this type of consolidation report below.

Purpose of Consolidating Trial Balance Reports

Companies and organizations use Consolidating Trial Balance Reports to ensure that all subsidiary data are in balance before the rest of the consolidation process continues. When used as part of good business practices in a Finance & Accounting Department, a company can improve its ability to catch problems and improve the closing process as well as reduce the risk that out-of-balance subsidiary data slows down the time to deliver consolidated financials.

Consolidating Trial Balance Report Example

Here is an example of Consolidating Trial Balance report.

Consolidating Trial Balance Example

Consolidating Trial Balance Example

You can find hundreds of additional examples here

Who Uses This Type of Consolidation report?

The typical users of this type of consolidation report are: Controllers and Accountants.

Other Consolidation reports Often Used in Conjunction with Consolidating Trial Balance Reports

Progressive Finance & Accounting Departments sometimes use several different Consolidating Trial Balance Reports, along with intercompany reports, profit & loss, balance sheet 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, 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

Monthly Profit & Loss Forecast Report Example

What is a Monthly Profit & Loss Forecast Report?

Profit & Loss Forecasts are considered one of the most popular type of planning models and are used by CFOs and planning managers to help plan any activity that will be driven by revenues, expenses and profitability. Some of the key functionality in this type of forecast template is that it provides a month by month view of revenues and expenses at a GL account level. In the columns it automatically pulls actual figures year-to-date and then displays forecast for the remaining months. This P&L forecast is typically linked to the Balance Sheet and together these two templates feed the Cash Flow Forecast. You find an example of this type of forecast template below.

Purpose of Profit & Loss Forecast Models

Companies and organizations use Profit & Loss Forecast Models to provide executives and managers with a dynamic planning tool that speeds up and improves decisions related to revenues, expenses and profitability. When used as part of good business practices in a Financial Planning & Analysis (FP&A) and Accounting Department, a company can improve its strategic and operating decisions as well as reduce the risk that lack of profitability and related overspending occur.

Profit & Loss Forecast Model Example

Here is an example of a Monthly Profit & Loss Forecast Report with actual data year-to-date and forecast for the rest of the year.

Monthly Profit & Loss Forecast Report Example

Monthly Profit & Loss Forecast Report Example

You can find hundreds of additional examples here

Who Uses This Type of Forecast template?

The typical users of this type of forecast template are: CFOS, Controllers and Planning Managers.

Other Forecast templates Often Used in Conjunction with Profit & Loss Forecast Models

Progressive Financial Planning & Analysis (FP&A) and Accounting Departments sometimes use several different Profit & Loss Forecast Models, along with balance sheet and cash flow forecasts 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, 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

Monthly Balance Sheet Forecast Report Example

What is a Monthly Balance Sheet Forecast Report?

Balance Sheet Forecasts are considered key planning tools and are used by CFOs and planning managers to estimate liability and asset components as well as to drive the cash flow forecast. Some of the key functionality in this type of forecast template is that it pulls Net Income and Accumulated Depreciation data from the Profit & Loss forecast and it feeds the Cash Flow forecast. It displays monthly historical data up to the current period and forecast data for the remaining months of the year. Part of the logic is an estimate of the timing for Receivables and Payables. The monthly detail provides managers with insights such as important upward and downward trends. You find an example of this type of forecast template below.

Purpose of Balance Sheet Forecast Models

Companies and organizations use Balance Sheet Forecast Models to drive the Cash Flow forecast and to help managers make timely decisions based on the resulting insights. When used as part of good business practices in a Financial Planning & Analysis (FP&A) and Accounting Department, a company can improve its decisions related to assets, liabilities and cash flow as well as reduce the risk that it cannot meet its financial obligations.

Balance Sheet Forecast Model Example

Here is an example of a Monthly Balance Sheet Forecast Report with actual data year-to-date and forecast for the rest of the year.

Monthly Balance Sheet Forecast Report Example

Monthly Balance Sheet Forecast Report Example

You can find hundreds of additional examples here

Who Uses This Type of Forecast template?

The typical users of this type of forecast template are: CFOS, Controllers and Planning Managers.

Other Forecast templates Often Used in Conjunction with Balance Sheet Forecast Models

Progressive Financial Planning & Analysis (FP&A) and Accounting Departments sometimes use several different Balance Sheet Forecast Models, along with profit & loss and cash flow forecasts 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, 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

Monthly Cash Flow Forecast Model Example

What is a Monthly Cash Flow Forecast Model?

Cash Flow Forecast Models are considered essential planning tools and are used by CFOs and planning managers to ensure that its sources and uses of funds provides the necessary liquidity for the coming months’ operations. Some of the key functionality in this type of forecast template is that it pulls data from Profit & Loss and Balance Sheet accounts and displays monthly historical data YTD and forecast for the remaining periods of the year. Part of the logic from underlying asset and liability accounts is a prediction of the timing for Receivables and Payables. The monthly detail provides managers with insights such as upward and downward trends in the cash flow. You find an example of this type of forecast template below.

Purpose of Cash Flow Forecast Models

Companies and organizations use Cash Flow Forecast Models to ensure that the business has the cash required to fund its planned activities for the months ahead. When used as part of good business practices in a Financial Planning & Analysis (FP&A) Department, a company can improve its liquidity as well as reduce the risk that it runs into cash flow issues.

Cash Flow Forecast Model Example

Here is an example of a Monthly Cash Flow Forecast Report with actual data year-to-date and forecast for the rest of the year.

Monthly Cash Flow Forecast Model Example

Monthly Cash Flow Forecast Model Example

You can find hundreds of additional examples here

Who Uses This Type of Forecast template?

The typical users of this type of forecast template are: CFOs and Executives.

Other Forecast templates Often Used in Conjunction with Cash Flow Forecast Models

Progressive Financial Planning & Analysis (FP&A) Departments sometimes use several different Cash Flow Forecast Models, along with profit & loss and balance sheet forecasts 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, 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

Personnel Headcount Budget Report Example

What is a Personnel Headcount Budget Report?

Personnel Headcount Budget Reports are considered workforce planning tools and are used by budget managers and department heads to plan full time equivalent (FTE) staff levels for the coming year. Some of the key functionality in this type of personnel budget report is that it integrates with the payroll budget to automatically derive monthly headcount per department. Rows can be expanded to see each employee by department. At the bottom, the report summarizes total Filled and Open positions and grand total headcount. You find an example of this type of personnel budget report below.

Purpose of Personnel Headcount Budget Reports

Companies and organizations use Personnel Headcount Budget Reports to plan for salary and headcount activities. When used as part of good business practices in a Financial Planning & Analysis (FP&A) and HR Department, a company can improve its workforce-related expenses as well as reduce the risk that staffing levels does not match its business plans for the coming year.

Personnel Headcount Budget Report Example

Here is an example of a Personnel Headcount Budget Report.

Personnel Headcount Budget Report Example

Personnel Headcount Budget Report Example

You can find hundreds of additional examples here

Who Uses This Type of Personnel budget report?

The typical users of this type of personnel budget report are: HR, Budget Managers and Department Heads.

Other Personnel budget reports Often Used in Conjunction with Personnel Headcount Budget Reports

Progressive Financial Planning & Analysis (FP&A) and HR Departments sometimes use several different Personnel Headcount Budget Reports, along with payroll reports, dashboards, workforce simulations 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, 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

Cash Flow Budget Report Example

What is a Cash Flow Budget Report?

Cash Flow Budget Reports are considered essential planning tools and are used by executives and managers to ensure that its sources and uses of funds provides the necessary liquidity for next year’s operations. Some of the key functionality in this type of budget report is that it pulls data from Profit & Loss and Balance Sheet accounts and displays twelve months of budgets across the columns. Part of the logic from underlying asset and liability accounts is a prediction of the timing for Receivables and Payables. The monthly detail provides managers with insight such as upward and downward trends in the cash flow. You find an example of this type of budget report below.

Purpose of Cash Flow Budget Reports

Companies and organizations use Cash Flow Budget Reports to ensure that the business has the liquidity required to fund its planned activities for the coming year. When used as part of good business practices in a Financial Planning & Analysis (FP&A) Department, a company can improve its cash flow planning as well as reduce the risk that it incurs extra expenses or disruptions in coming year due to liquidity issues.

Cash Flow Budget Report Example

Here is an example of a Cash Flow Budgeting Report with 12 months of trended planning data.

Cash Flow Budget Report Example

Cash Flow Budget Report Example

You can find hundreds of additional examples here

Who Uses This Type of Budget report?

The typical users of this type of budget report are: CFOs and Executives.

Other Budget Reports Often Used in Conjunction with Cash Flow Budget Reports

Progressive Financial Planning & Analysis (FP&A) Departments sometimes use several different Cash Flow Budget Reports, along with profit & loss, balance sheet budgets 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, 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

Project Budgeting Template Example

What is a Project Budgeting Template?

Project Budgeting input templates are considered detailed planning tools for project-based businesses and are used by project managers and budgeting executives to plan estimated revenues, expenses and profitability per project. Some of the key functionality in this type of budget form is that it allows the user to enter any number of projects, associate them with a Project Type, and capture key metrics like hours, rates and start/end dates. Based on the Project Types, revenues and expenses are automatically associated with the applicable GL account number for the corporate budget. The model spreads the budgeted amounts across the active project months. The total revenues and expenses are compared to actual data from the prior year with a displayed variance. You find an example of this type of budget form below.

Purpose of Project Budgets

Companies and organizations use Project Budgets to analyze profitability and other financial metrics for their projects. When used as part of good business practices in a Project Management Office and Budgeting Department, a company can improve its resource planning and profit margins as well as reduce the risk that it ends up with a capacity problem.

Project Budget Example

Here is an example of a detailed Project Budgeting Form for revenue and expense planning.

Project Budgeting Template Example

Project Budgeting Template Example

You can find hundreds of additional examples here

Who Uses This Type of Budget form?

The typical users of this type of budget form are: Project Managers and Planning Executives.

Other Budget forms Often Used in Conjunction with Project Budgets

Progressive Project Management Office and Budgeting Departments sometimes use several different Project Budgets, along with payroll, capital expense and profit & loss budget forms, project reports, project dashboards, 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, 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

Profit & Loss Budget Analysis Report Example

What is a Profit & Loss Budget Analysis Report?

P&L Budget Reports are considered budget analysis tools and are used by budget managers and executives to review the final budget at a summary level. Some of the key functionality in this type of management report is that it compares the budget to actual year-to-date plus forecast for the rest of the year. It also shows variances between the budget and last year’s actual results. While the top of the report provides graphical summary metrics, the user can also drill down on any number in the report to see transactional budget or actual data. You find an example of this type of management report below.

Purpose of Budget Analysis Reports

Companies and organizations use Budget Analysis Reports to increase budget accuracy and also to review multiple different budget scenarios to determine the most likely outcome. When used as part of good business practices in a Financial Planning & Analysis (FP&A) Department, a company can improve its ability to produce optimal budgets as well as reduce the risk that avoidable budget variances occur.

Budget Analysis Report Example

Here is an example of Profit & Loss Budget Report with charts and variance analysis.

Profit & Loss Budget Analysis Report Example

Profit & Loss Budget Analysis Report Example

You can find hundreds of additional examples here

Who Uses This Type of Management report?

The typical users of this type of management report are: Executives and Budget Managers.

Other Management reports Often Used in Conjunction with Budget Analysis Reports

Progressive Financial Planning & Analysis (FP&A) Departments sometimes use several different Budget Analysis Reports, along with balance sheet and cash flow budget analysis reports, departmental detail 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, 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 Budget Template Example

What is a Marketing Campaign Budget Template?

Marketing Budget models are considered to be a key component of an annual budget and are used by marketing managers to estimate expenses and timing of marketing campaigns. Some of the key functionality in this type of budget input form is that it allows the user to view historical spend and input the total estimated cost per campaign, which are then spread across the applicable months. Adjustments can then be applied and the final total campaign budget is measured against a goal or limit provided by management. You find an example of this type of budget input form below.

Purpose of Marketing Campaign Budgets

Companies and organizations use Marketing Campaign Budgets to get a detailed view of this, often very significant, category of marketing expenditures. When used as part of good business practices in a Marketing Department, a company can improve its foundation for approval and prioritization of marketing investments as well as reduce the risk that it over-or underspends on marketing.

Marketing Campaign Budget Example

Here is an example of a detailed Marketing Campaign Budget Input Template with various automation features, including the ability to look at the historical spend on multi-year campaigns.

Marketing Campaign Budget Template Example

Marketing Campaign Budget Template Example

You can find hundreds of additional examples here

Who Uses This Type of Budget input form?

The typical users of this type of budget input form are: Marketing Executives, Sales Executives and Budget Managers.

Other Budget input forms Often Used in Conjunction with Marketing Campaign Budgets

Progressive Marketing Departments sometimes use several different Marketing Campaign Budgets, along with budget templates for sales, P&L, payroll 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, 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