Posts

Example of a 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 in this type of report is that it is parameter driven and automatically displays months up to the current period across the columns. The rows of the report shows a typical layout of a financial statement. You find an example of this type of report below.

Purpose of Trended Cash Flow Reports

Hospitality companies use Trended Cash Flow Reports to analyze trends in sources and uses of cash. When used as part of good business practices in FP&A departments, a company can improve its liquidity and strategic investment options, and it can reduce the chances that unexpected cash flow trends leads to surprises.

Example of a Trended Cash Flow Report

Here is an example of a Trended Cash Flow Statement with exception highlighting.

Example of a Monthly Cash Flow Statement for hospitality companies

Example of a Monthly Cash Flow Statement for hospitality companies

You can find hundreds of additional examples here

Who Uses This Type of Report?

The typical users of this type of report are: CFOs, executives, analysts, budget managers.

Other Reports Often Used in Conjunction with Trended Cash Flow Reports

Progressive FP&A departments sometimes use several different Trended Cash Flow Reports, along with profit & loss reports, balance sheets, KPI reports, dashboards, 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, 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

Statement of Cash Flow Report Example for a Nonprofit Organization

What is a Statement of Cash Flow for a Nonprofit Organization?

Trend-based Cash flow statements are considered key monthly financial reports and are used by CFOs and accountants to analyze trends in cash outflows and inflows. Some of the key functionality in this type of trend report is that it based on the month the user runs the report for, it will dynamically show the past 13 months. In other words, it is a rolling, trended statement of cash flows. The provided example is formatted as an indirect cash flow report. You find an example of this type of trend report below.

Purpose of Statement of Cash Flow

Nonprofits and associations use Statement of Cash Flow to monitor trends that affect the organization’s cash position. When used as part of good business practices in a Financial Planning & Analysis (FP&A) department, an organization can improve its liquidity as well as reduce the chances that cash crunches occur.

Statement of Cash Flow Example

Here is an example of a Rolling 13 Month Statement of Cash Flow.

Statement of Cash Flow Report Example for a Nonprofit Organization

Statement of Cash Flow Report Example for a Nonprofit Organization

You can find hundreds of additional examples here

Who Uses This Type of Trend report?

The typical users of this type of trend report are: Executives, CFOs, analysts and accountants.

Other Trend reports Often Used in Conjunction with Statement of Cash Flow

Progressive Financial Planning & Analysis (FP&A) departments sometimes use several different statement of cash flow, along with balance sheets, statement of activities, financial dashboards, budget and forecast models and other management and control tools.

Where Does the Data for Analysis Originate From?

The Actual (historical transactions) data 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

Cash Flow Report Example with KPI Analysis

What is a Cash Flow Report with KPI Analysis?

Cash Flow variance reports are considered essential monthly financial analysis tools and are used by CFOs and analysts to review the items that drive their net cash flow. Some of the key functionality in this type of report is that it is parameter driven and it can be run for any period and business unit. The main metrics in the cash flow statement are also shown graphically on the top of the report, including: 1) Cash from operating activities, 2) Cash from investing activities, 3) Cash from financing activities. The yellow row below the charts provides an automatic narrative to simplify analysis. The lower section of the report shows a typical cash flow report layout, including black and red indicators for variances. You find an example of this type of report below.

Purpose of Cash Flow Variance Reports

Companies and organizations use Cash Flow Variance Reports to closely monitor the financial drivers of cash flow and variances from last year and budget. 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 chances that it runs into problems because cash flow issues are detected too late for preventative decision to be made.

Cash Flow Variance Report Example

Here is an example of a Cash Flow Variance Report with KPIs and automated narrative.

Cash Flow Report Example with KPI Analysis

Cash Flow Report Example with KPI Analysis

You can find hundreds of additional examples here

Who Uses This Type of Report?

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

Other Reports Often Used in Conjunction with Cash Flow Variance Reports

Progressive Financial Planning & Analysis (FP&A) Departments sometimes use several different Cash Flow Variance Reports, along with trended cash flow statements, monthly Balance Sheets, KPI dashboards, trended P&Ls 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, 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

Cash Flow Simulation Dashboard Example

What is a Cash Flow Simulation Dashboard?

Cash Flow simulations are considered liquidity planning tools and are often used by CFOs and controllers to plan and predict the company’s cash flow. Key functionality in this type of dashboard includes complete interactivity with a slider for each component on the screen that a user can move to increase or decrease that metric to instantly see how that affects the total cash flow shown on the right side of the screen. The simulation displays an increase or decrease in cash balance which is then added to the beginning cash balance to provide the ending cash balance (lower right hand corner of the screen). Once the simulation has been completed, the user clicks the links in the lower left corner of the screen to open the balance sheet and cash flow budget input forms where adjustments are made to come up with a new budget or forecast scenario. You will find an example of this type of dashboard below.

Purpose of Cash Flow Simulations

Companies and organizations use Cash Flow Simulations to quickly and easily perform what-if scenarios that result in increases or decreases in cash flow. 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 chances that a lack of scenario planning results in cash flow issues.

Cash Flow Simulation Example

Here is an example of a Cash Flow Simulation Dashboard.

Cash Flow Simulation Dashboard Example

Cash Flow Simulation Dashboard Example

You can find hundreds of additional examples here.

Who Uses This Type of Dashboard?

The typical users of this type of dashboard are: CFOs and financial managers.

Other Dashboards Often Used in Conjunction with Cash Flow Simulations

Progressive Financial Planning & Analysis (FP&A) Departments sometimes use several different Cash Flow Simulations, along with budget input models for profit & loss, balance sheet, cash flow 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

Graphical Cash Flow Analysis Tool and Dashboard Report Example

What is a Graphical Cash Flow Analysis Tool and Dashboard Report?

Cash Flow Analysis tools are considered key corporate reports and are often used by CFOs and Analysts to monitor and predict liquidity. Key functionality in this type of report (see tabs at bottom of image below) provides 13 months of trended profit & loss, balance sheet and cash flow data. Then this data is utilized to present the graphical flow chart that ultimately shows the company’s cash position and related trends. The percent metrics shows the year-over-year change for the current month. You will find an example of this type of report below.

Purpose of Cash Flow Analytical Tools

Companies and organizations use Cash Flow Analytical Tools to easily detect trends both in the revenues, expenses and balance sheet items that drive cash flow, and the resulting cash position. When used as part of good business practices in a Financial Planning & Analysis (FP&A) Department, a company can improve its liquidity analysis, as well as, reduce the chances that the FP&A team discover issues with cash drivers after they already have become a problem.

Cash Flow Analytical Tool Example

Here is an example of a graphical Cash Flow Analysis tool with 13 month trended financial statements (see tabs at bottom of image).

Graphical Cash Flow Analysis Tool and Dashboard Report Example

Graphical Cash Flow Analysis Tool and Dashboard 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: CFOs, Analysts and Executives.

Other Reports Often Used in Conjunction with Cash Flow Analytical Tools

Progressive Financial Planning & Analysis (FP&A) Departments sometimes use several different Cash Flow Analytical Tools, along with dashboards, regular financial 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

Monthly Cash Flow Statement with Current and Prior Month Figures Example

What is a Monthly Cash Flow Statement with Current and Prior Month Figures?

Monthly Cash Flow reports are considered essential month-end financial statements and are often used by CFOs and Analysts to review the cash inflows and outflows of the business. Key functionality in this type of report is parameter driven so the figures are presented automatically when the user runs the report. This layout is showing an indirect cash flow report layout. You will find an example of this type of report below.

Purpose of Monthly Cash Flow Statements

Companies and organizations use Monthly Cash Flow Statements to closely monitor the cash inflows and cash outflows that drive the overall cash position of the business. When used as part of good business practices in a Finance and Accounting Department, a company can improve its liquidity analysis, as well as, reduce the chances that the company runs into an unexpected cash crunch.

Monthly Cash Flow Statement Example

Here is an example of a Monthly Cash Flow Statement with columns for current and prior month figures.

Monthly Cash Flow Statement with Current and Prior Month Figures Example

Monthly Cash Flow Statement with Current and Prior Month Figures Example

You can find hundreds of additional examples here.

Who Uses This Type of Report?

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

Other Reports Often Used in Conjunction with Monthly Cash Flow Statements

Progressive Finance and Accounting Departments sometimes use several different Monthly Cash Flow Statements, along with monthly profit & loss, balance sheet 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

Rolling 13 Month Cash Flow Report Example

What is a Rolling 13 Month Cash Flow Report?

Rolling Cash Flow Reports are considered financial trend reports and are often used by CFOs and Treasurers to analyze liquidity and related cash inflows and outflows. Key functionality in this type of report automatically displays the cash flow for the current month, as well as, the prior 12 months. This feature is driven by the period parameter the user enters to run the report. You will find an example of this type of report below.

Purpose of Cash Flow Rolling Trend Reports

Companies and organizations use Cash Flow Rolling Trend Reports to analyze how historical trends in cash inflows and outflows are affecting their liquidity. When used as part of good business practices in a Finance & Accounting Department, a company can improve its cash flow situation, as well as, reduce the chance that liquidity issues occur in the months ahead.

Cash Flow Rolling Trend Report Example

Here is an example of a 13 Month Rolling Cash Flow Trend Report.

Rolling 13 Month Cash Flow Report Example

Rolling 13 Month Cash Flow 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: CFOs, Treasurers and Analysts.

Other Reports Often Used in Conjunction with Cash Flow Rolling Trend Reports

Progressive Finance & Accounting Departments sometimes use several different Cash Flow Rolling Trend Reports, along with trending profit & loss reports, balance sheets, cash flow forecasting and simulation models 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

Consolidating Cash Flow Statement Example

What is a Consolidating Cash Flow Statement?

Consolidating Cash Flow Reports are considered month-end consolidation tools and are used by CFOs and Group Controllers to compare and consolidate subsidiary cash flow statements. Key functionality in this type of report dynamically lists select subsidiaries across the columns with a consolidated total located on the far right. The report can be shown in any currency and the user can drill down on figures to review the underlying transactions. You will find an example of this type of report below.

Purpose of Consolidating Cash Flow Statements

Companies and organizations use Consolidating Cash Flow Statements to provide corporate executives with easy analysis through a single view of cash inflows and cash outflows across all subsidiaries. When used as part of good business practices in a Finance & Accounting Department, a company can improve its analytical speed and agility, and reduce the risk of not detecting key contributors to consolidated cash flow results.

Consolidating Cash Flow Statement Example

Here is an example of a Consolidating Cash Flow report with companies listed across the columns.

Consolidating Cash Flow Statement Example

Consolidating Cash Flow Statement Example

You can find hundreds of additional examples here.

Who Uses This Type of Report?

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

Other Reports Often Used in Conjunction with Consolidating Cash Flow Statements

Progressive Finance & Accounting Departments occasionally use several different Consolidating Cash Flow Statements, along with consolidating profit & loss and balance sheet 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

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 provide the necessary liquidity for the coming months’ operations. Some key functionality in this type of forecast template will pull data from Profit & Loss and Balance Sheet accounts, then display monthly historical data YTD and forecast for the remaining periods of the year. Part of the logic from underlying asset and liability accounts offers 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 will 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 of experiencing 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

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 key functionality in this type of budget report will pull data from Profit & Loss and Balance Sheet accounts then display 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 will 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