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Example of a Casino Game Comparison Dashboard for Hospitality Companies

What is a Casino Game Comparison Dashboard?

Game Comparison Dashboards are considered operational analysis tools and are used by casino managers and financial analysts to benchmark game metrics. Some of the main functionality in this type of dashboard is that it provides six different perspectives, including: 1) Revenue per game, 2) Monthly revenue trend, 3) Wagers per hour per game, 4) Monthly wagers trend, 5) Average bet per game, and 6) Monthly trend in average bets. You find an example of this type of dashboard below.

Purpose of Casino Game Comparison Dashboards

Hospitality companies use Casino Game Comparison Dashboards to enable performance benchmarking across the company’s game offerings. When used as part of good business practices in casino operations departments, a company can improve its game services analysis and revenue optimization, and it can reduce the chances that any individual game offering under- or over-performs without receiving proper analysis.

Example of a Casino Game Comparison Dashboard

Here is an example of a Game Comparison Dashboard with monthly trend analysis and benchmarking of revenues, average wagers and average bets.

Example of a Casino Game Comparison Dashboard for Hospitality Companies

Example of a Casino Game Comparison Dashboard for Hospitality Companies

You can find hundreds of additional examples here

Who Uses This Type of Dashboard?

The typical users of this type of dashboard are: Casino managers and Analysts.

Other Reports Often Used in Conjunction with Casino Game Comparison Dashboards

Progressive casino operations departments sometimes use several different Casino Game Comparison Dashboards, along with detailed gaming revenue reports, revenue budgets and forecasts, annual budgets, profit & loss reports, 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 Casino Comparison Dashboard for Hospitality Companies

What is a Casino Comparison Dashboard?

Casino Comparison Dashboards are considered performance analysis tools and are used by executives and financial analysts to benchmark casino metrics. Some of the main functionality in this type of dashboard is that it provides six different perspectives, including: 1) Revenue per casino, 2) Monthly revenue trend, 3) Wagers per hour per casino, 4) Monthly wagers trend, 5) Average bet per casino, and 6) Monthly trend in average bets. You find an example of this type of dashboard below.

Purpose of Casino Comparison Dashboards

Hospitality companies use Casino Comparison Dashboards to enable performance benchmarking across the company’s casinos. When used as part of good business practices in FP&A and Executive departments, a company can improve its growth strategies and revenues, and it can reduce the chances that any individual casino under- or overperforms without receiving proper analysis.

Example of a Casino Comparison Dashboard

Here is an example of a Casino Comparison Dashboard with monthly trend analysis and benchmarking of revenues, average wagers and average bets.

Example of a Casino Comparison Dashboard for Hospitality Companies

Example of a Casino Comparison Dashboard for Hospitality Companies

You can find hundreds of additional examples here

Who Uses This Type of Dashboard?

The typical users of this type of dashboard are: CEOs, COOs, CFOs, casino managers.

Other Reports Often Used in Conjunction with Casino Comparison Dashboards

Progressive FP&A and Executive departments sometimes use several different Casino Comparison Dashboards, along with detailed revenue reports, revenue budgets and forecasts, annual budgets, profit & loss reports, 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 Fund Budget Comparison Report for Public Sector Organizations

What is a Fund Budget Comparison Report?

Budget Reports with fund comparisons are considered budget review and analysis tools and are used by Financial Managers and Budget Officers to explore approved fund budgets. Some of the main functionality in this type of budget report is that it dynamically displays revenue and expense accounts (object codes) with sub-totals and it lists all selected funds across the columns with a consolidated total. Each column lists the budget for a specific fund. The report can be run for any budget version and set of funds. You find an example of this type of budget report below.

Purpose of Budget Reports with Funds Listed Side-by-Side

Public Sector organizations use Budget Reports with Funds Listed Side-by-Side to easily compare budgets across funds and analyze interesting differences. When used as part of good business practices in Planning and Accounting departments, a government entity can improve its budget accuracy as well as review consolidated totals, and it can reduce the chances that there are undetected issues or errors in individual fund budgets.

Example of a Budget Reports with Funds Listed Side-by-Side

Here is an example of a Fund Budget Report with revenue and expenditures as well as consolidated budgets across all funds.

Example of a Fund Budget Comparison Report for Public Sector Organizations

Example of a Fund Budget Comparison Report for Public Sector Organizations

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, budget officers, controllers.

Other Reports Often Used in Conjunction with Budget Reports with Funds Listed Side-by-Side

Progressive Planning and Accounting departments sometimes use several different Budget Reports with Funds Listed Side-by-Side, along with employee budgets, capex budgets, line item detail for revenues and expenses, financial budget dashboards, annual budget report packages 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 and Expenditure Budget Report by Fund for Public Sector Organizations

What is a Revenue and Expenditure Budget Report by Fund for Public Sector Organizations?

Revenue and Expense Budget Reports are considered budget review and analysis tools and are used by Financial Managers and Budget Officers to explore approved fund budgets. Some of the main functionality in this type of budget report is that it dynamically displays revenue and expense accounts (object codes) with sub-totals and it can be run for one or many funds at the same time. The columns typically include: 1) Last year’s actual results, 2) Current year adopted budget, and 3) Next year’s requested budget. The report can also include variances and adjusted/approved budgets. You find an example of this type of budget report below.

Purpose of Revenue and Expense Budget Reports by Fund

Public Sector organizations use Revenue and Expense Budget Reports by Fund to provide a clear understanding of how the budget proposed by departments differs from prior year actual and budgets. When used as part of good business practices in Planning and Accounting departments, a government entity can improve its budget accuracy, and it can reduce the chances that the budget process is slowed down due to unrealistic budget requests.

Example of a Revenue and Expense Budget Reports by Fund

Here is an example of a Revenue and Expense Fund Budget Report with graphical variance analysis and actual to budget comparisons.

Government – Fund by Cost Center

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, budget officers, controllers.

Other Reports Often Used in Conjunction with Revenue and Expense Budget Reports by Fund

Progressive Planning and Accounting departments sometimes use several different Revenue and Expense Budget Reports by Fund, along with employee budgets, capex budgets, line item detail for revenues and expenses, financial budget dashboards, annual budget report packages 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 an Expenditure by Fund Budget Report for Public Sector Organizations

What is a Expenditure by Fund Budget Report?

Expenditure by Fund Budget Reports are considered budget approval and analysis tools and are used by Executives and Budget Managers to review approved expense budgets by fund. Some of the main functionality in this type of report is that it shows historical results as well as the iterations of the current budget. Information include: 1) Prior year actual expenses by fund, 2) Prior year approved budget, 3) Prior year revised budget, 4) Requested budget, 5) Recommended budget, 6) Adopted budget, 7) Variances in amounts and percent. The rows groups and sub-totals expenses by account (object code) and fund. The traffic lights help highlight significant amounts. You find an example of this type of report below.

Purpose of Expenditure by Fund Budget Reports

Public Sector organizations use Expenditure by Fund Budget Reports to give leaders a clear picture of how they arrived at the adopted budget. When used as part of good business practices in Planning and Executive departments, a government entity can improve its strategic decisions and expense allocations, and it can reduce the chances that managers lack ownership and oversight into fund budgets.

Example of a Expenditure by Fund Budget Report

Here is an example of an Expenditures by Fund Report with account-level detail by fund as well as detailed budget versions.

Example of an Expenditure by Fund Budget Report for Public Sector Organizations

Example of an Expenditure by Fund Budget Report for Public Sector Organizations

You can find hundreds of additional examples here

Who Uses This Type of Report?

The typical users of this type of report are: Executives, strategic planners, budget officers, controllers.

Other Reports Often Used in Conjunction with Expenditure by Fund Budget Reports

Progressive Planning and Executive departments sometimes use several different Expenditure by Fund Budget Reports, along with financial budget dashboards, strategic plans, annual budgets, financial statements, government 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 Bank Financing Dashboard for Real Estate Companies

What is a Bank Financing Dashboard?

Bank Financing Dashboards are considered bank analysis tools and are used by real estate finance teams and managers of developments projects to look at sales data and related bank financing. Some of the main functionality in this type of dashboard is that it is run on a monthly basis and includes analysis from four different perspectives: 1) Monthly sales trend with actual compared to budget, 2) Top 5 banks used, 3) Units sold trend, and 4) Bank financed sales with current year compared to prior year. You find an example of this type of dashboard below.

Purpose of Bank Financing Dashboards

Real Estate companies use Bank Financing Dashboards to give their leaders an easy way to analyze how much they work with various banks in the projects development and/or sales process. When used as part of good business practices in Sales and Financial Planning and Analysis (FP&A) departments, a company can improve its financing and sales strategies, and it can reduce the chances that the most important bank relationships are not getting the attention they should have.

Example of a Bank Financing Dashboard

Here is an example of a Bank Financing Dashboard with comparison to prior year as well as views of monthly property/unit sales.

Example of a Bank Financing Dashboard for Real Estate Companies

Example of a Bank Financing Dashboard for Real Estate Companies

You can find hundreds of additional examples here

Who Uses This Type of Dashboard?

The typical users of this type of dashboard are: Sales Executives, CFOs, budget managers and agents.

Other Reports Often Used in Conjunction with Bank Financing Dashboards

Progressive Sales and Financial Planning and Analysis (FP&A) departments sometimes use several different Bank Financing Dashboards, along with detailed sales reports, bank financing reports, KPI dashboards, financial statements, annual budget models, corporate 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

Example of an Agent Sales Ranking Dashboard for Real Estate Companies

What is a Real Estate Agent Sales Ranking Dashboard?

Agent sales ranking dashboards are considered performance benchmarking tools and are used by executives and sales leaders to closely track how each real estate agent is performing. Some of the main functionality in this type of graphical report is that it is parameter driven and displays sales metrics both graphically and as figures (below the chart section seen in the image below). The first chart shows real estate agents ranked by sales amount for the period and with comparison of actual and budget. The second chart shows agents ranked by unit sales. You find an example of this type of graphical report below.

Purpose of a Real Estate Agent Sales Ranking Dashboards

Real Estate companies use Agent Sales Ranking Dashboards to give leaders an easy way to see high-, mid- and low sales performers in real time. When used as part of good business practices in Sales and Financial Planning and Analysis (FP&A) departments, a company can improve its agent strategies and increase revenues, and it can reduce the chances that low performers are left without support or other tactical action.

Example of a Real Estate Agent Sales Ranking Dashboard

Here is an example of a Real Estate Agent Sales Ranking Dashboard with actual to budget variances and agent ranking.

Example of an Agent Sales Ranking Dashboard for Real Estate Companies

Example of an Agent Sales Ranking Dashboard for Real Estate Companies

You can find hundreds of additional examples here

Who Uses This Type of Graphical report?

The typical users of this type of graphical report are: Sales Executives, CFOs, regional sales managers, budget managers and agents.

Other Reports Often Used in Conjunction with Agent Sales Ranking Dashboards

Progressive Sales and Financial Planning and Analysis (FP&A) departments sometimes use several different Agent Sales Ranking Dashboards, along with detailed sales reports, KPI dashboards, financial statements, annual budget models, corporate 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

Example of a Consolidating Profit & Loss Report for Events and Venues

What is a Consolidating Profit & Loss Report for Events and Venues?

Consolidating Profit & Loss (P&L) reports are considered key performance analysis tools and are used by CFOs and executives to compare and benchmark profitability across events and to see the consolidated results for all events. Some of the main functionality in this type of roll-up report is that it dynamically lists all chosen event categories across the columns with a consolidated total in the far right column. The user can click on any of the tabs at the bottom of the report and see how each individual event consolidate up to the category they belong to on the main report page. Based on the event categories the user selects when running the report, both the summary page and the detailed tabs dynamically adapt. You find an example of this type of roll-up report below.

Purpose of Consolidating Profit & Loss Event Reports

Venues and sports organizations use Consolidating Profit & Loss Event Reports to give managers a clear picture of margins and profitability across all events in one or multiple venues. When used as part of good business practices in Executive and Financial Planning & Analysis (FP&A) departments, a company can improve its strategic decisions and related profitability, and it can reduce the chances that leaders make slow or inferior decisions due to lack of a complete financial picture.

Example of a Consolidating Profit & Loss Event Report

Here is an example of a Consolidating Profit & Loss Report with a summary tab (seen below) by event category and detailed tabs showing individual events within each category.

Example of a Consolidating Profit & Loss Report for Events and Venues

Example of a Consolidating Profit & Loss Report for Events and Venues

 

You can find hundreds of additional examples here

Who Uses This Type of Roll-up report?

The typical users of this type of roll-up report are: financial executives, board members, management teams.

Other Reports Often Used in Conjunction with Consolidating Profit & Loss Event Reports

Progressive Executive and Financial Planning & Analysis (FP&A) departments sometimes use several different Consolidating Profit & Loss Event Reports, along with balance sheets, cash flow statements, KPI reports, financial dashboards, annual budgets and forecasts, benchmarking 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 Benchmarking Dashboard for Insurance Companies

What is a Benchmarking Dashboard?

Benchmarking Dashboard are considered comparison analysis tools and are used by Executives and Analysts to compare and contrast the company’s KPIs against those of industry peers. Some of the main functionality in this type of dashboard is that it shows benchmarking of claims paid and premiums written, including for: Your own company, several selected competitors and the industry average. The time periods are quarters as that align with when public filings are available. You find an example of this type of dashboard below.

Purpose of Benchmarking Dashboards for Insurance Companies

Insurance companies use Benchmarking Dashboards to monitor internal performance with that of the external marketplace, as well as to conduct reality checks on growth targets and other metrics. When used as part of good business practices in Financial Planning & Analysis (FP&A) departments, an organization can improve its strategic targets and related tactical decisions, and it can reduce the chances that a singular focus on internal metrics may sub-optimize planning processes.

Example of a Benchmarking Dashboard

Here is an example of a Benchmarking Dashboard with comparisons to select competitors as well as the industry average.

Example of a Benchmarking Dashboard for Insurance Companies

Example of a Benchmarking Dashboard for Insurance Companies

You can find hundreds of additional examples here

Who Uses This Type of Dashboard?

The typical users of this type of dashboard are: Executives, boards, CFO’s, analysts.

Other Reports Often Used in Conjunction with Benchmarking Dashboards

Progressive Financial Planning & Analysis (FP&A) departments sometimes use several different Benchmarking Dashboards, along with financial reports, budgets, multi-year forecasts and other management and control tools.

Where Does the Data for Analysis Originate From?

The external data typically comes from a web-site or database with public data such as EDGAR and Yahoo Finance. Internal 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

Example of a Plant Capacity Utilization Dashboard for a Manufacturing Company

What is a Plant Capacity Utilization Dashboard?

Capacity Utilization Dashboards are considered operational analysis tools and are used by Plant- and Production Managers to monitor capacity and utilization metrics. Some of the main functionality in this type of dashboard is that it provides analysis from three different angles, including: 1) Capacity utilization – current and prior year monthly metrics by plant with tons (weight), output and utilization %, 2) Chart that compares current and prior year utilization across selected plants, and 3) Capacity utilization trend for current and prior year. The user can select and unselect plants and years on the top of the screen. You find an example of this type of dashboard below.

Purpose of Plant Capacity Utilization Dashboards

Manufacturing companies use Plant Capacity Utilization Dashboards to enable production and plant managers to benchmark utilization metrics across their plants as well as analyze trends. When used as part of good business practices in Financial Planning & Analysis (FP&A) and operations departments, an organization can improve its efficiency and process improvement focus, and it can reduce the chances that low performers or outlier metrics are missed for longer than necessary.

Example of a Plant Capacity Utilization Dashboard

Here is an example of a Capacity Utilization Dashboard with plant benchmarking and trend analysis.

Example of a Plant Capacity Utilization Dashboard for a Manufacturing Company

Example of a Plant Capacity Utilization Dashboard for a Manufacturing Company

You can find hundreds of additional examples here

Who Uses This Type of Dashboard?

The typical users of this type of dashboard are: Executives, analysts, plant managers, production managers.

Other Reports Often Used in Conjunction with Plant Capacity Utilization Dashboards

Progressive Financial Planning & Analysis (FP&A) and operations departments sometimes use several different Plant Capacity Utilization Dashboards, along with efficiency reports, sales forecasts, production planning, backlog reports, open orders reports, profitability 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