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Example of an RGU Sales Dashboard for Media Companies

What is an RGU Sales Dashboard?

Revenue Generating Unit (RGU) Dashboard are considered sales and subscription analysis tools and are used by sales and product managers to analyze metrics related to the subscribers that are producing revenue for the business. Some of the main functionality in this type of KPI report is that it provides analysis of RGU metrics from five different perspectives: 1) Revenue comparison by media company (subsidiary), 2) Monthly trend in Added RGUs, 3) Monthly trend in churned RGUs, 4) Monthly trend in Total RGUs, and 5) Sold quantity by media company comparative group. You find an example of this type of KPI report below.

Purpose of RGU Analysis Dashboards

Media companies use RGU Analysis Dashboards to give managers an easy, self-service way to quickly see trends and comparative RGU data. When used as part of good business practices in Sales and Financial Planning & Analysis (FP&A) departments, a company can improve its revenue growth and customer retention strategies, and it can reduce the chances that managers make slow or no decisions due to lack of clear RGU data.

Example of a RGU Analysis Dashboard

Here is an example of a RGU Sales Dashboard with monthly trend analysis and business unit comparisons.

Media – RGU Sales Analysis

You can find hundreds of additional examples here

Who Uses This Type of KPI report?

The typical users of this type of KPI report are: Executives, VP of Sales, Sales Managers, Budget Managers.

Other Reports Often Used in Conjunction with RGU Analysis Dashboards

Progressive Sales and Financial Planning & Analysis (FP&A) departments sometimes use several different RGU Analysis Dashboards, along with churn reports, subscription reports, sales forecasts, consolidating profit & loss reports, annual budgets, financial dashboards, KPI 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, 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 Revenue Comparison Dashboard for Media Companies

What is a Revenue Comparison Dashboard?

Revenue Comparison Dashboards are considered benchmarking tools and are used by executives to compare revenues and sales across their media companies. Some of the main functionality in this type of report is that it provides sales comparisons from two different perspectives: 1) Actual and budget benchmark across the company’s subsidiaries, 2) Revenue trend for each subsidiary with actual and budget comparison. You find an example of dashboard report below.

Purpose of Revenue Comparison Dashboards

Media companies use Revenue Comparison Dashboards to benchmark sales performance and analyze monthly trends with budget variances. When used as part of good business practices in Executive and Financial Planning & Analysis (FP&A) departments, a company can improve its revenue growth strategies, and it can reduce the chances that managers don’t see important under- or over-performers with resulting delays in decision-making.

Example of a Revenue Comparison Dashboard

Here is an example of a Revenue Dashboard with subsidiary comparison, budget to actual and trend analysis.

Example of a Revenue Comparison Dashboard for Media Companies

Example of a Revenue Comparison Dashboard for Media Companies

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, VP of Sales, Sales Managers, Budget Managers.

Other Reports Often Used in Conjunction with Revenue Comparison Dashboards

Progressive Executive and Financial Planning & Analysis (FP&A) departments sometimes use several different Revenue Comparison Tools, along with sales dashboards, sales forecasts, consolidating profit & loss reports, annual budgets, financial dashboards, KPI 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, 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

Report Example - Benchmarking Your Own Company versus an Industry Average

What is a Report that Benchmarks Your Business versus an Industry Average?

Industry benchmarking reports are considered comparative analysis tools and are often used by CFOs, executives and analysts to measure their own company’s performance versus the average of a select group of competitors. Some of the key functionality in this type of benchmarking report is that it is based on available data from a pool of 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 for your own company and the industry average. 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 average of other companies selected when the report was executed. Underneath Below the chart sections you find tables with the data.. You find an example of this type of benchmarking report below.

Purpose of Industry Benchmarking Reports

Companies and organizations use Industry Benchmarking Reports to supplement internal variance analysis with external comparisons to ensure that the business is keeping pace with its industry peers. 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 the industry averages in areas such as revenue growth.

Industry Benchmarking Report Example

Here is an example of an Industry Benchmark Report with comparison of KPIs for your own business versus the industry average.

Report Example - Benchmarking Your Own Company versus an Industry Average

Report Example – Benchmarking Your Own Company versus an Industry Average

You can find hundreds of additional examples here

Who Uses This Type of Benchmarking report?

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

Other Benchmarking reports Often Used in Conjunction with Industry Benchmarking Reports

Progressive Financial Planning & Analysis (FP&A) and Executive Departments sometimes use several different Industry Benchmarking 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 for competitors typically comes from web sites like Yahoo Finance and Edgar, as well as internal financial 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 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

Trended Balance Sheet Report Example

What is a Trended Balance Sheet Report?

Trended Balance Sheets are considered key month-end reports in many companies and are often used by the finance team to analyze monthly trends in assets, liabilities and equity. Key functionality in this type of report dynamically lists months in the columns, starting with January and going to the current period. Users can drill down on any figure to analyze the underlying transactions. You will find an example of this type of report below.

Purpose of Balance Sheet Trend Reports

Companies and organizations use Balance Sheet Trend Reports to quickly determine upward or downward patterns for any particular item on the statement. When used as part of good business practices in a Finance & Accounting Department, a company can improve its ability to quickly detect trends or exceptions, as well as, reduce the chance that issues are caught late in the process on important items like cash, receivables or payables.

Balance Sheet Trend Report Example

Here is an example of Trended Balance Sheet report with months across the columns.

Trended Balance Sheet Report Example

Trended Balance Sheet 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: Board Members, the Executive Team and Controllers.

Other Reports Often Used in Conjunction with Balance Sheet Trend Reports

Progressive Finance & Accounting Departments sometimes use several different Balance Sheet Trend Reports, along with trended profit & loss reports, cash flow 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