Posts

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

Example of a Sales Report by Store and Region for a Retail Company

What is a Sales Report by Store and Region?

Retail sales reports by location are considered revenue analysis tools and are often used by corporate, regional and store managers to track sales performance for each store and the regions they roll up to. Some of the key functionality in this type of report is that it compares actual to last year and actual to budget for store- and regional sales. The year-to-date columns can be expanded to see each individual month. The traffic lights highlight important variances. You find an example of this type of report below.

Purpose of Sales Reports by Store and Region

Retail companies use Sales Reports by Store and Region to make it easy for managers to quickly get a complete picture of sales performance across all locations and geographies. When used as part of good business practices in a Financial Planning & Analysis (FP&A) department, a company can improve its corporate revenue analysis and decision-making as well as reduce the chances that poor performance goes undetected for a longer time than necessary.

Sales Reports by Store and Region Example

Here is an example of a self-service, web-based Retail Sales Report by store and region.

Example of a Sales Report by Store and Region for a Retail Company

Example of a Sales Report by Store and Region for a Retail Company

You can find hundreds of additional examples here

Who Uses This Type of Report?

The typical users of this type of report are: Corporate executives, store managers, regional managers.

Other Reports Often Used in Conjunction with Sales Reports by Store and Region

Progressive Financial Planning & Analysis (FP&A) Departments sometimes use several different Sales Reports by Store and Region, along with sales forecasts and budgets, sales dashboards, profit & loss 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

Example of a Consolidating Profit & Loss Report for a Retail Company

What is a Consolidating Profit & Loss Report for a Retail Company?

Consolidation reports are considered essential financial statements and are often used by accountants and controllers to show financial performance for individual stores and consolidated for the company. Some of the key functionality in this type of report is that it dynamically lists selected stores or regions across the columns with a consolidated total. The charts on the top of the reports provides easy comparisons. The report can be produced both for actual data as well as budgets and forecasts. The rows show a typical revenue and expense layout for a retail P&L report. The user can drill down on any figure to see the underlying detail. You find an example of this type of report below.

Purpose of Consolidating Profit & Loss Reports

Retail companies use Consolidating Profit & Loss Reports to give corporate managers a quick and easy monthly snapshot of profitability across all retail locations as well as in total. When used as part of good business practices in a Financial Planning & Analysis (FP&A) department, a company can improve its performance analysis and speed up decision-making as well as reduce the chances that weak profitability goes undetected for a longer time than necessary.

Consolidating Retail Profit & Loss Report Example

Here is an example of a Consolidating Profit & Loss Report with store locations across the columns.

Example of a Consolidating Profit & Loss Report for a Retail Company

Example of a Consolidating Profit & Loss Report for a Retail Company

You can find hundreds of additional examples here

Who Uses This Type of Report?

The typical users of this type of report are: Corporate executives, controllers, store managers, regional managers.

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

Progressive Financial Planning & Analysis (FP&A) Departments sometimes use several different Consolidating Profit & Loss Reports, along with sales forecasts and budgets, balance sheets, 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

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

Consolidating Year-to-Date Profit & Loss Report Example

What is a Consolidating Year-to-Date Profit & Loss Report?

Consolidating Profit & Loss (P&L) reports are considered important month-end reports and are used by CFOs and Group Controllers to analyze consolidated financial results. Key functionality in this type of report will display year-to-date (YTD) data for subsidiaries across the columns with a consolidated total. 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 YTD 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 and YTD analysis capabilities, as well as, mitigate the risk that HQ executives lack clarity in the individual YTD contributors to the consolidated results.

Consolidating Profit & Loss Report Example

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

Consolidating Year-to-Date Profit & Loss Report Example

Consolidating Year-to-Date 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

 

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