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Example of a Gross Margin Analysis Report with Benchmarking Across Subsidiaries to Streamline the Monthly Reporting Process Benchmarking Across Subsidiaries is a ready-to-use Profitability Analysis Template from the Solver Marketplace

How can Profitability Analysis Drive Faster and Better Decisions?

As CFOs increasingly become key advisors in the Monthly Reporting Process, they must rely on modern self-service corporate performance management (CPM) and business intelligence (BI) tools. Using interactive Profitability Reports like the Gross Margin (GM) Analysis with Benchmarking Across Subsidiaries template shown below enables them and users from the FP&A teams and executives to experience near real time understanding of revenues, costs of sales and gross profit that help drive faster and better decisions.

Who uses Gross Margin with Cross-Subsidiary Benchmarking Reports and What are Some Key Analytical Features?

In today’s fast-paced business environment, CFOs are under high pressure to supply end users like executives and financial analysts with timely and concise Profitability Analysis. Companies use key features like the ones below to support their users with effective analysis that helps drive better focus on under- and over-performing locations:

  • Chart with comparison of each subsidiary’s GM to the average of all selected locations
  • Report section with gross margin per location and drill down to the underlying drivers (revenue and cost of sales)
  • Variance analysis with traffic lights to highlight monthly and year-to-date (YTD) variance of actuals versus budget and last year

The Gross Margin Analysis with Benchmarking Across Subsidiaries template can be used as a key element of the Monthly Reporting process:

Example of a Gross Margin Analysis Report with Benchmarking Across Subsidiaries to Streamline the Monthly Reporting Process

Example of a Gross Margin Analysis Report with Benchmarking Across Subsidiaries to Streamline the Monthly Reporting Process

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(screenshot picture name for Google) ->  The Gross Margin Analysis Report with Benchmarking Across Subsidiaries is a ready-to-use Profitability Analysis Template from the Solver Marketplace.

A Brief Description of the Gross Margin Analysis with Benchmarking Across Subsidiaries Template

Profitability Analysis like the one seen in the image above are interactive and parameter driven and typically contain sections with metrics and charts that compare each location’s gross margin to the benchmark average. One of the important features that aid the user in the analysis process is the ability to visually see a side-by-side comparison of GM per location and versus the average. Gross Margin Analysis with Benchmarking Across Subsidiaries reports are often used in conjunction with profit & loss reports, variance and trend reports, gross margin dashboards, KPI dashboards, gross margin dashboards, budget and forecast input forms.

Data Integration to Transaction Systems

Most organizations these days want automated and streamlined planning, reporting and analysis. However, many of the benefits described earlier rely on best of breed Corporate Performance Management (CPM) tools and/or Business Intelligence (BI) capabilities as well as data marts or data warehouses that use pre-built integrations to the organization’s ERP system. Oftentimes, they also need integrations to other key data sources like CRM, subscription systems, payroll tools, etc.

Modern, cloud-based ERPs like Microsoft Dynamics 365 Finance (D365 Finance), Microsoft Dynamics 365 Business Central (D365 BC), Sage Intacct, Acumatica, Netsuite and SAP have robust APIs which allow for dynamic integrations to CPM and BI tools that are fully automated and flexible to run on a schedule or on-demand.

Additional Resources to Aid with Research of Templates, CPM and BI Tools

Example of a Profit & Loss Consolidation Report for a Distribution Company

What is a Profit & Loss Consolidation Report for a Distribution Company?

Profit & loss (P&L) consolidation reports are considered important month-end analysis tools for multi-entity distribution companies and are used by the office of finance to provide executives with a side-by-side and consolidated view of their business units. Some of the main functionality in this type of report is that it dynamically lists subsidiaries across the columns with an aggregate total in the far right column. The user can run the report for any month and scenario (actual, budget or forecast). The rows show account level revenues, expenses and profit figures along with sub-totals. You find an example of this type of report below.

Purpose of Profit & Loss Consolidating Reports

Distribution businesses use Profit & Loss Consolidating Reports to help executives benchmark the financial results of their business units as well as analyze consolidated figures. When used as part of good business practices in Financial Planning & Analysis (FP&A) departments, a company can improve its corporate-level decisions and agility, and it can reduce the chances that individual subsidiary performance issues go unnoticed in corporate meetings or during self-service analysis.

Profit & Loss Consolidating Report Example

Here is an example of a Consolidating Profit & Loss Report.

Example of a Profit & Loss Consolidation Report for a Distribution Company

Example of a Profit & Loss Consolidation Report for a Distribution Company

You can find hundreds of additional examples here

Who Uses This Type of Report?

The typical users of this type of report are: Boards, executive teams, CFOs and controllers.

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

Progressive Financial Planning & Analysis (FP&A) departments sometimes use several different Profit & Loss Consolidating Reports, along with  P&L trend reports, balance sheets and cash flow statements, financial 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

Consolidated Accounts Receivable Report Example

What is a Consolidated Accounts Receivable Report?

Consolidated Accounts Receivable (AR) reports are considered month-end consolidation tools and are often used by accountants to get a summarized picture of receivables from the company’s customers. Key functionality in this type of report shows the consolidated accounts receivable (AR) amounts by customer on the first tab, and AR by subsidiary in the following tabs. Each row in the report can be expanded to see individual receivables transactions by customer. You will find an example of this type of report below.

Purpose of Consolidated Accounts Receivable Reports

Companies and organizations use Consolidated Accounts Receivable Reports to easily review the total outstanding amount they have with each customer. When used as part of good business practices in a Finance & Accounting Department, a company can improve its liquidity, as well as, mitigating customers flagged as “high risk” level or unpaying.

Consolidated Accounts Receivable Report Example

Here is an example of a Consolidated Accounts Receivable Report.

Consolidated Accounts Receivable (AR) Report Example

Consolidated Accounts Receivable (AR) 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: Group Controllers and Accountants.

Other Reports Often Used in Conjunction with Consolidated Accounts Receivable Reports

Progressive Finance & Accounting Departments sometimes use several different Consolidated Accounts Receivable Reports, along with AR Aging reports, consolidated accounts payable reports, sales 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

Consolidated Accounts Payable Report Example

What is a Consolidated Accounts Payable Report?

Consolidated Accounts Payable (AP) reports are considered month-end consolidation tools and are often used by accountants to get a summarized picture of payments made to the company’s vendors. Some key functionality in this type of report shows the consolidated vendor payments on the first tab, and payments by subsidiary on the following tabs. Each row on the report can be expanded to see individual accounts payable transactions by vendor. You will find an example of this type of report below.

Purpose of Consolidated Accounts Payable Reports

Companies and organizations use Consolidated Accounts Payable Reports to easily review the total business they are doing with each vendor. When used as part of good business practices in a Finance & Accounting Department, a company can improve its ability to analyze and negotiate deals with vendors, and reduce the risk that there are unnecessary or duplicate vendor relationships across its divisions.

Consolidated Accounts Payable Report Example

Here is an example of a Consolidated Accounts Payable Report.

Consolidated Accounts Payable Report Example

Consolidated Accounts Payable 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: Group Controllers and Accountants.

Other Reports Often Used in Conjunction with Consolidated Accounts Payable Reports

Progressive Finance & Accounting Departments sometimes use several different Consolidated Accounts Payable Reports, along with consolidated receivables reports, purchase order 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

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

Consolidating Balance Sheet Report Example

What is a Consolidating Balance Sheet?

Consolidating Balance Sheet Reports are considered month-end consolidation tools and are used by CFOs and Group Controllers to compare and consolidate subsidiary balance sheets. A key functionality in this type of report dynamically lists select subsidiaries across the columns with a consolidated total on the far right. The report can be shown in any currency and the user can drill down on any number to review the underlying transactions. You will find an example of this type of report below.

Automate your financial analysis and reporting

Purpose of Consolidating Balance Sheet Reports

Companies and organizations use Consolidating Balance Sheet Reports to provide corporate executives with easy analysis through a single view of assets, liabilities and equity 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, as well as, reduce the risk that key contributors to consolidated balance sheet metrics go undetected.

Consolidating Balance Sheet Report Example

Here is an example of a Consolidating Balance Sheet report with companies listed across the columns.

Consolidating Balance Sheet Report Example

Consolidating 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: CFOs and Controllers.

Other Reports Often Used in Conjunction with Consolidating Balance Sheet Reports

Progressive Finance & Accounting Departments sometimes use several different Consolidating Balance Sheet Reports, along with consolidating profit & loss, cash flow reports and other management and control tools.

Where Does the Data for Analysis Originate From?

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

Automate your financial analysis and reporting

Corporate Performance Management (CPM) Cloud Solutions and More Examples

Consolidated Multi-level Profit & Loss Monthly Variance Report Example

What is a Consolidated Multi-level Profit & Loss Monthly Variance Report?

Consolidated Profit & Loss variance reports are considered corporate HQ analysis tools and are used by CFOs and Group Controllers to quickly review actual to budget variances from an HQ level and down to individual subsidiaries. Some of the key functionality in this type of report is that it automatically produces a multi-tab output based on a consolidation tree selected at run time. The top entity displays on the first tab, while divisions and their subsidiaries show on the following tabs. The user can drill down anywhere to see underlying transactions. You find an example of this type of report below.

Purpose of Consolidated Multi-level Profit & Loss Variance Reports

Companies and organizations use Consolidated Multi-level Profit & Loss Variance Reports to easily view both the corporate HQ results and those of their subsidiaries, and analyze variances at each level. When used as part of good business practices in a Finance & Accounting Department, a company can improve its organization-wide analysis as well as reduce the risk that corporate decision-makers lack insight to individual contributors to significant budget variances.

Consolidated Multi-level Profit & Loss Variance Report Example

Here is an example of a Consolidated Multi-level Profit & Loss Variance report with underlying subsidiary reports on each subsequent tab.

Consolidated Multi-level Profit & Loss Monthly Variance Report Example

Consolidated Multi-level Profit & Loss Monthly Variance 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: Executives, CFOs and Controllers.

Other Reports Often Used in Conjunction with Consolidated Multi-level Profit & Loss Variance Reports

Progressive Finance & Accounting Departments sometimes use several different Consolidated Multi-level Profit & Loss Variance Reports, along with consolidated balance sheet and cash flow reports and other management and control tools.

Where Does the Data for Analysis Originate From?

The Actual (historical transactions) data typically comes from enterprise resource planning (ERP) systems like: Microsoft Dynamics 365 (D365) Finance, Microsoft Dynamics 365 Business Central (D365 BC), Microsoft Dynamics AX, Microsoft Dynamics NAV, Microsoft Dynamics GP, Microsoft Dynamics SL, Sage Intacct, Sage 100, Sage 300, Sage 500, Sage X3, SAP Business One, SAP ByDesign, 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 Profit & Loss Report Example

What is a Consolidating Profit & Loss Report?

Consolidating Profit & Loss (P&L) reports are considered essential month-end reports and are used by CFOs and Group Controllers to analyze consolidated financial results. A key functionality in this type of report displays subsidiaries or divisions along with intercompany eliminations in the columns. The report can be produced in any currency and the charts on the top provide managers with easy comparative analysis. You will find an example of this type of report below.

Purpose of Consolidating Profit & Loss Reports

Companies and organizations use Consolidating Profit & Loss Reports to view subsidiary and consolidated revenues, expenses and profit side-by-side. When used as part of good business practices in a Finance & Accounting Department, a company can improve its month-end analysis capabilities, as well as, reduce the risk that HQ executives lack clarity in the contributors to the consolidated results.

Consolidating Profit & Loss Report Example

Here is an example of a modern, consolidating Profit & Loss report.

Consolidating Profit & Loss Report Example

Consolidating Profit & Loss 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: Executives, CFOs and Controllers.

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

Progressive Finance & Accounting Departments sometimes use several different Consolidating Profit & Loss Reports, along with consolidating balance sheet and cash flow reports and other management and control tools.

Where Does the Data for Analysis Originate From?

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

Consolidated Profit & Loss Monthly Variance Report Example

What is a Consolidated Profit & Loss Monthly Variance Report?

Consolidated Profit & Loss variance reports are considered corporate HQ analysis tools and are used by CFOs and Group Controllers to easily view consolidated as well as subsidiary performance against budget. A key functionality in this type of report automatically produces a multi-tab output based on a consolidation tree selected at run time. The top entity displays on the first tab, while divisions and their subsidiaries show on the following tabs. The year-to-date column can be expanded to see each underlying period. You will find an example of this type of report below.

Purpose of Consolidated Profit & Loss Variance Reports

Companies and organizations use Consolidated Profit & Loss Variance Reports to easily view both the consolidated results and those of their subsidiaries, and compare them to the budget or forecast. When used as part of good business practices in a Finance & Accounting Department, a company can improve its performance analysis, as well as, reduce the risk that corporate decision-makers cannot determine consolidated budget variances by drilling down to the related figures at the subsidiary level.

Consolidated Profit & Loss Variance Report Example

Here is an example of a Consolidated Profit & Loss Variance report with underlying subsidiary reports on each subsequent tab.

Consolidated Profit & Loss Monthly Variance Report Example

Consolidated Profit & Loss Monthly Variance 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: Executives, CFOs and Controllers.

Other Reports Often Used in Conjunction with Consolidated Profit & Loss Variance Reports

Progressive Finance & Accounting Departments sometimes use several different Consolidated Profit & Loss Variance Reports, along with consolidated balance sheet and cash flow reports and other management and control tools.

Where Does the Data for Analysis Originate From?

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