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Example of a Personnel Budget Report for Public Sector Organizations

What is a Personnel Budget Report?

Employee Compensation Budget Reports are considered human capital planning analysis tools and are used by Budget Officers, HR and Financial Managers to get a clear overview of the total payroll expenses and employees included in the budget. Some of the main functionality in this type of report is that it shows all the employees, planned hires with final budget figures. It is parameter driven and the user can run it with full security for any budget version. The columns include: Job title by department, fund, employee name, FTEs, Current salary, Merit/Bonus amount, Overtime, FICA, Medicare, Retirement funding, Life insurance, Health insurance, Dental benefits, and Total compensation. You find an example of this type of report below.

Purpose of Personnel Budget Reports with Employees and FTE details

Public Sector organizations use Personnel Budget Reports to enable managers with a complete picture of the budget for employees with FTE headcount and compensation expenses by department. When used as part of good business practices in Planning, HR and Accounting departments, a government entity can improve its budget accuracy and HR planning, and it can reduce the chances that there are undetected issues or errors in the personnel budget.

Example of a Personnel Budget Reports with Employees and FTE detail

Here is an example of a Personnel Budget Report with employee metrics by person and department.

Example of a Personnel Budget Report for Public Sector Organizations

Example of a Personnel 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: CFOs, HR managers, budget officers and department heads.

Other Reports Often Used in Conjunction with Personnel Budget Reports

Progressive Planning, HR and Accounting departments sometimes use several different Personnel Budget Reports along with employee budget input forms, capex budget models, line item detail for revenues and expenses, budget dashboards, annual budget report packages, financial dashboards, human capital dashboards and other management and control tools.

Where Does the Data for Analysis Originate From?

The Actual (historical transactions) data typically comes from independent payroll systems as well as 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 Player Salary Budget for Professional Sports Teams

What is a Team Player Salary Budget?

Player Salary Budgets are considered human capital planning models and are used by budget managers to allocate team cap funds to players’ compensation packages. Some of the main functionality in this type of input form is that it starts with a number of assumptions and then uses these to allocate amounts to existing players and expected recruits. Examples of drivers are: Total team cap amount, current player costs versus team cap, and draft positions. Details per player can include: Position, age, experience, salary, contract amount, years left on contract, guaranteed amount, and expiration year. You find an example of this type of input form below.

Purpose of Player Salary Budget Models

Sports organizations use Player Salary Budget Models to easily model compensation for both existing players and those expected to be acquired. When used as part of good business practices in Financial Planning & Analysis (FP&A) departments, a professional team can improve its agility and speed during compensation negotiations, and it can reduce the chances that calculation errors distort budgets and tactics.

Example of a Player Salary Budget Model

Here is an example of a dynamic team player budget model with drivers and capture of key metrics.

Example of a Player Salary Budget for Professional Sports Teams

Example of a Player Salary Budget for Professional Sports Teams

You can find hundreds of additional examples here

Who Uses This Type of Input form?

The typical users of this type of input form are: CFOs, recruiters, compensation negotiators, budget managers, owners.

Other Reports Often Used in Conjunction with Player Salary Budget Models

Progressive Financial Planning & Analysis (FP&A) departments sometimes use several different Player Salary Budget Models, along with team player dashboards, player statistical dashboards, historical salary reports, profit & loss reports, complete budget and forecast 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

Higher Education Reporting - Actual versus Budget Payroll Variance Analysis

What is a Actual versus Budget Payroll Variance Report?

Payroll variance reports are considered monthly analysis tools and are used by finance and HR managers to review potential significant variances in actual employee compensation compared to the budget. Some of the main functionality in this type of report is that it it groups employees in two main categories and presents the actual salaries with a comparison to the budget and displays the difference. The two employee categories are: 1) Classified salaries with subsections for permanent and temporary positions, and 2) Unclassified salaries with subsections for permanent and temporary positions. You find an example of this type of report below.

Purpose of Actual to Budget Payroll Variance Reports

Universities and colleges use Actual to Budget Payroll Variance Reports to easily detect major differences between budgeted and actual compensation. When used as part of good business practices in a Financial Planning & Analysis (FP&A) department, a higher education institution can improve its budget accuracy and it can address any unplanned hiring or compensation discrepancies, and it can reduce the chances that the major variances goes undetected.

Actual to Budget Payroll Variance Report Example

Here is an example of a Actual versus Budget Payroll Variance Report.

Higher Education Reporting - Actual versus Budget Payroll Variance Analysis

Higher Education Reporting – Actual versus Budget Payroll Variance Analysis

You can find hundreds of additional examples here

Who Uses This Type of Report?

The typical users of this type of report are: HR managers, CFOs, budget officers, department managers.

Other Reports Often Used in Conjunction with Actual to Budget Payroll Variance Reports

Progressive Financial Planning & Analysis (FP&A) departments sometimes use several different Actual to Budget Payroll Variance Reports, along with  budget accuracy reports, detailed monthly payroll reports, HR and Payroll dashboards, financial statements and other management and control tools.

Where Does the Data for Analysis Originate From?

The Actual (historical transactions) data typically comes from management systems or enterprise resource planning (ERP) systems like: Microsoft Dynamics 365 (D365) Finance, Microsoft Dynamics 365 Business Central (D365 BC), Microsoft Dynamics AX, Microsoft Dynamics NAV, Microsoft Dynamics GP, Microsoft Dynamics SL, Sage Intacct, Sage 100, Sage 300, Sage 500, Sage X3, SAP Business One, SAP ByDesign, Acumatica, Netsuite and others.

In analyses where budgets or forecasts are used, the planning data most often originates from in-house Excel spreadsheet models or from professional corporate performance management (CPM/EPM) solutions.

What Tools are Typically used for Reporting, Planning and Dashboards?

Examples of business software used with the data and ERPs mentioned above are:

  • Native ERP report writers and query tools
  • Spreadsheets (for example Microsoft Excel)
  • Corporate Performance Management (CPM) tools (for example Solver)
  • Dashboards (for example Microsoft Power BI and Tableau)

Corporate Performance Management (CPM) Cloud Solutions and More Examples

Example of a Payroll Budget Report by Department for a Healthcare Provider

What is a Payroll Budget Report by Department?

Payroll budget reports are considered powerful budget analysis and staff planning tools and are used by Budget Managers and CFOs to review total budgeted compensation and headcount. Some of the main functionality in this type of personnel report is that it displays all employees and a breakdown of their budgeted compensation. The employees are grouped by department with sub-totals and a grand total for the organization. The columns display the base salary as well as additional compensation for shifts, weekend, overtime, etc. You find an example of this type of personnel report below.

Purpose of Detailed Payroll Budget Reports

Healthcare providers use Detailed Payroll Budget Reports to perform in-depth analysis of personnel expenses at the end of a budget process. When used as part of good business practices in Budgeting and  FP&A departments, an organization can improve its budget approval process and staff-related planning as well as reduce the chances that budgets are not accurate due to oversights in the planning process.

Detailed Payroll Budget Report Example

Here is an example of a Payroll Budget Report with employees and their compensation expenses grouped by department.

Example of a Payroll Budget Report by Department for a Healthcare Provider

Example of a Payroll Budget Report by Department for a Healthcare Provider

You can find hundreds of additional examples here

Who Uses This Type of Personnel Report?

The typical users of this type of personnel report are: Budget managers, CFOs, analysts, department heads.

Other Personnel Reports Often Used in Conjunction with Detailed Payroll Budget Reports

Progressive Budgeting & FP&A departments sometimes use several different Detailed Payroll Budget Reports, along with financial statements with summary budgets, actual payroll reports, staffing plans, budget dashboards and other management and control tools.

Where Does the Data for Analysis Originate From?

The Actual (historical transactions) data typically comes from management systems or enterprise resource planning (ERP) systems like: Microsoft Dynamics 365 (D365) Finance, Microsoft Dynamics 365 Business Central (D365 BC), Microsoft Dynamics AX, Microsoft Dynamics NAV, Microsoft Dynamics GP, Microsoft Dynamics SL, Sage Intacct, Sage 100, Sage 300, Sage 500, Sage X3, SAP Business One, SAP ByDesign, Acumatica, Netsuite and others.

In analyses where budgets or forecasts are used, the planning data most often originates from in-house Excel spreadsheet models or from professional corporate performance management (CPM/EPM) solutions.

What Tools are Typically used for Reporting, Planning and Dashboards?

Examples of business software used with the data and ERPs mentioned above are:

  • Native ERP report writers and query tools
  • Spreadsheets (for example Microsoft Excel)
  • Corporate Performance Management (CPM) tools (for example Solver)
  • Dashboards (for example Microsoft Power BI and Tableau)

Corporate Performance Management (CPM) Cloud Solutions and More Examples

Workforce Compensation Report with Payroll Analysis Example

What is a Workforce Compensation Report with Payroll Analysis?

HR and Payroll reports are considered workforce compensation analysis tools and are often used by accountants and payroll managers to review employee hours, rates and salary expenses. Some of the key functionality in this type of report is that it is parameter driven and provides both transaction detail and summary payroll related information. The columns shows General Ledger (GL) account, employee name, hire date, job title, rates, salary and other information. The rows are grouped into major expense categories such as commissions, bonuses, salary, overtime and bonus. Each row can be expanded to see individual employees (not visible in the example below) and their detailed information. At the bottom of the report, is a summary by GL account as well as a chart to visualize the same information. You find an example of this type of report below.

Purpose of Compensation analysis reports

Companies and organizations use compensation analysis reports to analyze payroll expenses using a professional and easy to read web-based report format. When used as part of good business practices in a Financial Planning & Analysis (FP&A) and Payroll department, a company can improve its payroll expense analysis as well as reduce the chances that managers make staffing decisions and budgets without a detailed understanding of actual employee compensation costs.

Compensation analysis report Example

Here is an example of a Workforce Compensation Report with Payroll Analysis.

Workforce Compensation Report with Payroll Analysis Example

Workforce Compensation Report with Payroll Analysis 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, accountants, payroll managers, budget managers, human resource (HR) Managers.

Other Reports Often Used in Conjunction with Compensation analysis reports

Progressive Financial Planning & Analysis (FP&A) and Payroll Departments sometimes use several different Compensation analysis reports, along with HR reports, payroll budgets, staffing forecasts and other management and control tools.

Where Does the Data for Analysis Originate From?

The Actual (historical transactions) data typically comes from Payroll and enterprise resource planning (ERP) systems like: Microsoft Dynamics 365 (D365) Finance, Microsoft Dynamics 365 Business Central (D365 BC), Microsoft Dynamics AX, Microsoft Dynamics NAV, Microsoft Dynamics GP, Microsoft Dynamics SL, Sage Intacct, Sage 100, Sage 300, Sage 500, Sage X3, SAP Business One, SAP ByDesign, Acumatica, Netsuite, Workday, ADP, Ceridian, Payroll Now 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

Higher Education Budgeting - Classified Employee Payroll Example

What is a Classified Payroll Budget?

Classified Payroll Budgets are considered employee budget models and are used by budget managers to plan for all classified salary and benefit related personnel expenses. Key functionality in this type of input form automates budgeting for expenses related to permanent and temporary positions. Features include data capture by salary grade, merit changes, insurance, health and retirement benefits and more. Totals by department roll up to the related general ledger expense accounts. You will find an example of this type of input form below.

Purpose of Classified Payroll Forms

Universities and colleges use Classified Payroll Forms to provide the easiest, most secure employee budget model with automated calculations. When used as part of good business practices in a Budgeting and Planning department, a higher education institution can improve its personnel budget process, as well as, reduce the chances that calculation mistakes cause inaccurate expenses.

Classified Payroll Form Example

Here is an example of a University Budget Form for Classified Payroll.

Higher Education Budgeting - Classified Employee Payroll Example

Higher Education Budgeting – Classified Employee Payroll Example

You can find hundreds of additional examples here.

Who Uses This Type of Input Form?

The typical users of this type of input form are: Budget Officers, Department Managers and HR Managers.

Other Input Forms Often Used in Conjunction with Classified Payroll Forms

Progressive Budgeting and Planning Departments sometimes use several different Classified Payroll Forms, along with payroll assumptions, capex, operating expense- and revenue templates 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

Higher Education Budgeting - Unclassified Employee Payroll Example

What is  Unclassified Employee Payroll Budgeting?

Unclassified Payroll Budgets are considered employee budget models and are often used by budget managers to plan for all unclassified salary and benefit related personnel expenses. Key functionality in this type of input form automates budgeting for expenses related to permanent and temporary positions. Features include data capture by salary grade, merit changes, insurance, health and retirement benefits and more. Totals by department roll up to the related general ledger expense accounts. You will find an example of this type of input form below.

Purpose of Unclassified Payroll Templates

Universities and colleges use Unclassified Payroll Templates to provide the easiest, most secure employee budget model with automated calculations. When used as part of good business practices in a Budgeting and Planning department, a higher education institution can improve its employee budget process, as well as, reduce the chances that calculation mistakes causes expense accuracy issues.

Unclassified Payroll Template Example

Here is an example of a University Budget Form for Unclassified Payroll.

Higher Education Budgeting - Unclassified Employee Payroll Example

Higher Education Budgeting – Unclassified Employee Payroll Example

You can find hundreds of additional examples here.

Who Uses This Type of Input Form?

The typical users of this type of input form are: Budget Officers and HR Managers.

Other Input Forms Often Used in Conjunction with Unclassified Payroll Templates

Progressive Budgeting and Planning Departments sometimes use several different Unclassified Payroll Templates, along with payroll assumptions, capex, operating expense and revenue templates 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

Higher Education Budgeting - Personnel Assumptions Example

What are Personnel Assumptions in a Higher Education Budget Model?

Employee-focused Assumption Forms are considered driver-based templates and are often used by budget managers to input various salary and benefit rates that will be used in the personnel payroll budget. Key functionality in this type of form provides input of any type of pre-determined cost or rate that is needed for the detailed personnel budget. This can include rates per salary grade, merit increases, Medicare, insurance, and other benefits. You will find an example of this type of form below.

Purpose of Personnel Assumption Forms

Universities and colleges use Personnel Assumption Forms to enter key personnel cost drivers before the detailed employee budget is entered. When used as part of good business practices in a Budgeting and Planning department, an institution can improve its employee budget process, as well as, reduce the chances that personnel expenses are not updated if underlying drivers change after the planning process has commenced.

Personnel Assumption Form Example

Here is an example of a University Personnel Assumption Form.

Higher Education Budgeting - Personnel Assumptions Example

Higher Education Budgeting – Personnel Assumptions Example

You can find hundreds of additional examples here.

Who Uses This Type of Form?

The typical users of this type of form are: Budget Officers and HR Managers.

Other Forms Often Used in Conjunction with Personnel Assumption Forms

Progressive Budgeting and Planning Departments sometimes use several different Personnel Assumption Forms, along with payroll, capex, operating expense and revenue templates, in addition to 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

Payroll Budget Model for Government Entities Example

What is a Payroll Budget Model for Government Entities?

Payroll Budget forms are considered workforce planning models and are often used by HR and budget managers to plan expected payroll and benefit related expenses as part of the annual budget. Key functionality in this type of budget template is used for both existing staff and planned hires. Most of the budget expenses are calculated automatically based on drivers from an assumption form. This includes salary, merit increases, healthcare benefits and other items. Information can be captured by department and fund. You will find an example of this type of budget template below.

Purpose of Payroll Budget Input Forms

State and local government organizations use Payroll Budget Input Forms to easily capture and calculate all employee compensation related expenses. When used as part of good business practices in a Budgeting and Planning department, a public sector institution can improve its budget process, as well as, reduce the chances of calculation mistakes in the budget or taking too much time for users to enter data.

Payroll Budget Input Form Example

Here is an example of a Government Payroll Budget input template with salaries, headcount, benefit and other detail.

Payroll Budget Model for Government Entities Example

Payroll Budget Model for Government Entities Example

You can find hundreds of additional examples here.

Who Uses This Type of Budget Template?

The typical users of this type of budget template are: Budget Managers, HR Managers, and department heads.

Other Budget Templates Often Used in Conjunction with Payroll Budget Input Forms

Progressive Budgeting and Planning Departments sometimes use several different Payroll Budget Input Forms, along with payroll assumptions, revenue and operating expense 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

Non-commissioned Staff Payroll Budget for Retail Companies Example

What is a Non-commissioned Staff Payroll Budget?

Non-commissioned Staff budget forms are considered employee payroll planning templates and are often used by retail chains and store managers to plan all the details related to compensation budgets for non-commissioned salaried employees. Key functionality in this type of model captures all the details of a retail staff budget. This includes hire/termination dates, full time employee (FTE) count, salary and increases, bonuses, taxes and benefits. It has separate sections for exempt and non-exempt employees. At the bottom of the form, the manager can enter information for new hires. You will find an example of this type of model below.

Purpose of Non-commissioned Staff Budget Forms

Retail companies use Non-commissioned Staff Budget Forms to make it easy for regional or store managers to capture detailed employee budgets. When used as part of good business practices in a Financial Planning & Analysis (FP&A) department, a company can improve its budget accuracy and future staffing plans, as well as, reduce the chances that performance of a retail location is affected by poor planning.

Non-commissioned Staff Budget Form Example

Here is an example of detailed budget input form for Non-commissioned Staff Members in a retail organization.

Non-commissioned Staff Payroll Budget for Retail Companies Example

Non-commissioned Staff Payroll Budget for Retail Companies Example

You can find hundreds of additional examples here.

Who Uses This Type of Model?

The typical users of this type of model are: Store managers, regional managers, HR managers, CFOs, budget managers.

Other Models Often Used in Conjunction with Non-commissioned Staff Budget Forms

Progressive Financial Planning & Analysis (FP&A) Departments sometimes use several different Non-commissioned Staff Budget Forms, along with sales and other operating expense budgets, capex, cash flow plans 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