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Personnel Budget Assumptions for Government Entities Example

What is a Personnel Budget Assumptions Model?

Payroll Assumption models are considered workforce budget drivers and are often used by HR and budget managers to enter the assumptions needed to calculate benefit and salary budgets. Some of the key functionality in this type of budget template is that it provides input of drivers such as rates per salary grade, % regular- and merit increases in salaries. Furthermore, the user can enter both % and amount increases for items such as healthcare costs, social security and medicare. You find an example of this type of budget template below.

Purpose of Personnel Assumption Input Forms

State and local government organizations use Personnel Assumption Input Forms to automate their employee payroll budget calculations and to simplify revisions and changes. It also enables them to quickly create multiple scenarios (versions). 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 that budget versions are static and time consuming to update.

Personnel Assumption Input Form Example

Here is an example of a Government Personnel Assumption form used to create payroll budgets.

Personnel Budget Assumptions for Government Entities Example

Personnel Budget Assumptions 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 and HR managers.

Other Budget templates Often Used in Conjunction with Personnel Assumption Input Forms

Progressive Budgeting and Planning Departments sometimes use several different Personnel Assumption Input Forms, along with payroll input forms, revenue and expense budget 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 salaried employees not on a commission. Some of the key functionality in this type of model is that it captures all the details of a retail staff budget. This includes hire/termination dates, FTE count, salary and increases, bonuses, taxes and benefits. It has separate sections for exempt and non-exempt empoyees. At the bottom of the form, the manager can enter information for new hires. You 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 poor planning affects the performance of a retail location.

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

Commissioned Staff Payroll Budget for Retail Companies Example

What is a Commissioned Staff Payroll Budget for Retail Companies?

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 commission-based employees. Some of the key functionality in this type of template is that it captures all the details of a retail staff budget. This includes hire/termination dates, store revenue allocation to the FTEs, salary increases and more. At the bottom of the form, the manager can enter expected new hires. You find an example of this type of template below.

Purpose of Commissioned Staff Budget Forms

Companies and organizations use Commissioned Staff Budget Forms to make it easy for regional- and 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 poor planning affects the performance of a retail location.

Commissioned Staff Budget Form Example

Here is an example of detailed budget input form for Commissioned Staff Members in a retail store.

Commissioned Staff Payroll Budget for Retail Companies Example

Commissioned Staff Payroll Budget for Retail Companies Example

You can find hundreds of additional examples here

Who Uses This Type of Template?

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

Other Templates Often Used in Conjunction with Commissioned Staff Budget Forms

Progressive Financial Planning & Analysis (FP&A) Departments sometimes use several different 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

Allocation Input form Example

What is an Allocation Input form?

Allocation input forms are considered an essential part of many advanced allocation models and are often used by accountants to enter drivers for allocation calculations, such as square feet and headcount. Some of the key functionality in this type of allocation tool is that it provides a web-based input form where end users can enter drivers that are not available from other data sources. These drivers can then be used to allocate e.g. administrative overhead expenses to operating departments. You find an example of this type of allocation tool below.

Purpose of Allocation Driver Input Forms

Companies and organizations use Allocation Driver Input Forms to provide an easy-to-use and secure mechanism where end users can capture statistics and other drivers to be used in allocation calculations. When used as part of good business practices in a Finance and Accounting department, a company can improve its allocation process and related speed and agility as well as reduce the chances that allocations are skipped or delayed, thereby reducing managers’ ability to measure business unit profitability.

Allocation Driver Input Form Example

Here is an example of an Allocation Input Form with monthly input of drivers used in allocation calculations.

Allocation Input form Example

Allocation Input form Example

ou can find hundreds of additional examples here

Who Uses This Type of Allocation tool?

The typical users of this type of allocation tool are: Accountants and Business Unit Managers.

Other Allocation tools Often Used in Conjunction with Allocation Driver Input Forms

Progressive Finance and Accounting Departments sometimes use several different Allocation Driver Input Forms, along with profit & loss reports, 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

 

Blog Text SEO

  1. Focus Key phrase (keyword or key phrase is the search term that you want a page or post to rank for most – long and specific is better than too short and generic)

Allocation Input form Example

  1. SEO Title (Components: Title – Page – Separator Example, Uses )
  2. SLUG (Is the part of a URL which identifies a particular page. Should include key words of page. Can be a copy of Focus Key phrase above)

 

Departmental Allocation Report Example

What is a Departmental Allocation Report?

Allocation reports are considered financial tools and are often used by accountants to estimate profitability for revenue-generating departments after distribution of overhead expenses to their financials. Some of the key functionality in this type of allocation tool is that it automatically calculates overhead amounts to be allocated from administrative- to revenue generating departments. Any number of allocation methods can be used. In the example below, the allocations were performed based on headcount and square feet. You find an example of this type of allocation tool below.

Purpose of Departmental Allocation Reports

Companies and organizations use Departmental Allocation Reports to get full visibility into the true profitability of their revenue-generating departments. When used as part of good business practices in a Finance and Accounting department, a company can improve its profit center analysis as well as reduce the chances that managers overstate profitability of departments that consume a lot of overhead services from other business units.

Departmental Allocation Report Example

Here is an example of a fully automated Allocation Report that calculates and stores allocated expenses by department.

Departmental Allocation Report Example

Departmental Allocation Report Example

You can find hundreds of additional examples here

Who Uses This Type of Allocation tool?

The typical users of this type of allocation tool are: CFOs and Department Managers.

Other Allocation tools Often Used in Conjunction with Departmental Allocation Reports

Progressive Finance and Accounting Departments sometimes use several different Departmental Allocation Reports, along with profit & loss reports, 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

Compensation & Headcount Variance Report Example

What is a Compensation & Headcount Variance Report?

Salary and Full-time Equivalent (FTE) reports are considered employee or HR reports and are often used by HR and other managers to get a complete overview of headcount and compensation status versus plan. Some of the key functionality in this type of report is that it displays actual and budget FTE figures per department and division for each month of the year. It also shows (not visible in the screenshot below) total compensation per department along with variance from plan. You find an example of this type of report below.

Purpose of Compensation & Headcount Variance Reports

Companies and organizations use Compensation & Headcount Variance Reports to get a complete month-by-month overview of number of staff members and related compensation costs compared to the budget for the year. When used as part of good business practices in a Human Resource (HR) department, a company can improve its ability to track results of recruiting and retention efforts as well as reduce the chances that it misses any important exceptions versus originally planned FTEs and salary expenses.

Compensation & Headcount Variance Report Example

Here is an example of a detailed Compensation and Headcount Variance report.

Compensation & Headcount Variance Report Example

Compensation & Headcount 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: HR and Payroll Managers.

Other Reports Often Used in Conjunction with Compensation & Headcount Variance Reports

Progressive Human Resource (HR) department Departments sometimes use several different Compensation & Headcount Variance Reports, along with salary and employee reports and 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

Predictive Forecasting Based on Trend Analysis Example

What is a Predictive Forecasting Based on Trend Analysis?

Predictive forecasting models are considered automated planning tools and are often used by budget managers to quickly get an idea of what the future may look like for important financial items. Some of the key functionality in this type of planning model is that it automatically predicts the next 12 months based on the past 36 months. The user can adjust weighting and other drivers on the top of the form. Color codes above each forecast chart shows whether it is likely to trend up or down in the final months. The user can also adjust the individual revenue and expense items at the row level. You find an example of this type of planning model below.

Purpose of Predictive Forecasting Models

Companies and organizations use Predictive Forecasting Models to enable managers to quickly get a picture of future revenues and expenses. When used as part of good business practices in a Financial Planning & Analysis (FP&A) Department, a company can improve its ability to predict a year into the future every single month without manually entering any forecast data as well as reduce the chances that the strain of a manual planning process prevents them from monthly reforecasting and resulting business insights.

Predictive Forecasting Model Example

Here is an example of a completely automated Predictive Forecasting Model with user-driven parameters.

Predictive Forecasting Based on Trend Analysis Example

Predictive Forecasting Based on Trend Analysis Example

You can find hundreds of additional examples here

Who Uses This Type of Planning model?

The typical users of this type of planning model are: Budget Managers and Analysts.

Other Planning models Often Used in Conjunction with Predictive Forecasting Models

Progressive Financial Planning & Analysis (FP&A) Departments sometimes use several different Predictive Forecasting Models, along with regular, detailed budgeting and forecasting 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

Executive Briefing Card Report Example

What is an Executive Briefing Card Report?

Executive Briefing Cards are considered monitoring tools and are often used by boards, executives and sometimes external stakeholders to get a quick performance status in a graphical and easy to read format. Some of the key functionality in this type of unique dashboard report is that it first presents an automatic narrative based on the key metrics, and then it shows these figures in small tables with traffic lights. The charts on the left side of the briefing card highlights revenue and profitability trends. You find an example of this type of report below.

Purpose of Executive Briefing Cards

Companies and organizations use Executive Briefing Cards to make it very quick and easy for non-accountants to analyze results. When used as part of good business practices in a Financial Planning & Analysis (FP&A) Department, a company can improve its ability to communicate performance to senior executives and stakeholders as well as reduce the chances that this group of people miss important highlights.

Executive Briefing Card Example

Here is an example of an Executive Briefing Card Report with auto-narrative, charts and figures.

Executive Briefing Card Report Example

Executive Briefing Card Report Example

You can find hundreds of additional examples here

Who Uses This Type of Unique dashboard report?

The typical users of this type of unique dashboard report are: Boards, Executives and External Stakeholders.

Other Unique dashboard reports Often Used in Conjunction with Executive Briefing Cards

Progressive Financial Planning & Analysis (FP&A) Departments sometimes use several different Executive Briefing Cards, along with financial reports, 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

LOS ANGELES, CA. – August 31st, 2020 – Solver, a global leader in cloud and web-based Corporate Performance Management (CPM) for mid-market ERP systems, today announced it has been named a Top Performer in the Corporate Performance Management (CPM) Software category for the Summer 2020 Customer Success Report published by FeaturedCustomers. FeaturedCustomers is the leading customer success content marketing platform for B2B business software & services helping potential B2B buyers make informed purchasing decisions through vendor validated customer success content such as customer testimonials, success stories, case studies, and customer videos.

FeaturedCustomers evaluated all the potential Corporate Performance Management (CPM) Software companies on its platform for possible inclusion in the report. Only 21 companies met the criteria needed for being included in the Summer 2020 Corporate Performance Management (CPM) Software Customer Success Report. Solver earned a Top Performer award in the category.

The Customer Success Report is based on the curation of authenticated case studies, testimonials, and videos from across the web, telling a complete story of vendors in the Corporate Performance Management (CPM) Software space through real customer experiences. Rankings are determined by multiple factors including total number of customer success content, social media and market presence, vendor momentum based on web traffic and search trends, and additional data aggregated from online sources and media properties.

Top Performer – The Top Performer designation is awarded to vendors with significant market presence and enough customer success content to validate their vision. Highly rated by customers, Solver consistently publishes high quality, vendor produced customer success content and curates quality customer references from multiple third-party sites.

“Customer Success for Solver’s SaaS CPM is growing rapidly as Solver listens and adapts its’ software to customer demands and new technologies,” says Tad Remington, Solver Chief Commercial Officer.  He continues, “Advancing world-class decision making with our customers seems limitless.”

 

About Solver

With a quickly growing community of thousands of global customers and hundreds of partners worldwide, Solver provides a leading cloud Corporate Performance Management suite for Microsoft Dynamics 365 Finance and Operations and Business Central, Acumatica, SAP Business One, SAP ByDesign, Sage Intacct, Sage 100, Sage 300, Sage 500, Sage X3, NetSuite and other ERPs. Solver is ranked in the leader quadrant in the Corporate Performance Management (CPM) Software Grid on G2, and as a Microsoft Gold ISV Partner, Solver has won countless awards, including the Experience leader and Trust Leader in Dresner Advisory Services’ 2020 Industry Excellence Awards, Microsoft BI Partner of Year Award, recognition on the Gartner Group CPM Magic Quadrant, and Best Places to Work for a workplace culture that celebrates customer service, integrity, and innovation. Solver is sold through its 12 global offices and a worldwide network of partners. For any questions, visit www.solverglobal.com or contact Solver at info@solverglobal.com.

About FeaturedCustomers:

FeaturedCustomers, the world’s only customer reference platform for B2B business software & services, helps potential B2B buyers research and discover business software & services through vendor validated customer reference content such as customer testimonials, success stories, case studies, and customer videos. Every day their platform helps influence the purchasing decisions of thousands of B2B buyers in the final stages of their buying cycle from Fortune 500 companies to SMB’s.

Detailed KPI Variance Report Example

What is a Detailed KPI Variance Report?

KPI reports are considered monitoring tools and are often used by executives and managers to track the company’s performance in strategic areas. Some of the key functionality in this type of report is that it displays both financial and statistical metrics (many are not visible in the example below). In the columns it has a variety of data including actual year-to-date, 12 month’s rolling, budget, forecast and variances. You find an example of this type of report below.

Purpose of Detailed KPI Variance Reports

Companies and organizations use Detailed KPI Variance Reports to see all key performance metrics on a single report. When used as part of good business practices in a Financial Planning & Analysis (FP&A) Department, a company can improve its control and speed up top level analysis as well as reduce the chances that managers miss information because they have to navigate too many reports and dashboards to get a good picture of performance.

Detailed KPI Variance Report Example

Here is an example of a Detailed Key Performance Indicator (KPI) Variance Report with financial and statistical metrics.

Detailed KPI Variance Report Example

Detailed KPI 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 and Managers.

Other Reports Often Used in Conjunction with Detailed KPI Variance Reports

Progressive Financial Planning & Analysis (FP&A) Departments sometimes use several different Detailed KPI Variance Reports, along with financial reports, operational reports, 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