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Example of a 24 Month Profitability Trend Dashboard to Streamline the Monthly Reporting Process

How can Financial Dashboards 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 Financial Dashboards like the 24 Month Profitability Trend Dashboard template shown below enables them and users from the leadership team to experience near real time profitability metrics that help drive faster and better decisions.

Who uses 24 Month Profitability Trend Dashboards and What are Some Key Analytical Features?

In today’s fast-paced business environment, CFOs are under high pressure to supply end users like board members and executives with timely and concise Financial Dashboards. Companies use key features like the ones below to support their users with effective analysis that helps drive growth strategies and profit maximization.

  • Prior year, budget and current year estimate (actual + forecast) comparative figures
  • Monthly trend charts
  • Period, company and other filters that dynamically drives the dashboard

The 24 Month Profitability Trend Dashboard template can be used as a key element of the Monthly Reporting process:

Example of a 24 Month Profitability Trend Dashboard to Streamline the Monthly Reporting Process

Example of a 24 Month Profitability Trend Dashboard to Streamline the Monthly Reporting Process

The 24 Month Profitability Trend Dashboard is a ready-to-use Financial Dashboard from the Solver Marketplace.

A Brief Description of the 24 Month Profitability Trend Dashboard Template

Financial Dashboards like the one seen in the image above are interactive and parameter driven and typically contain sections with margins (%) and amounts displayed graphically in monthly trend charts for Gross Profit, EBITDA and Net Profit. One of the important features that aid the user in the analysis process is the ability to view the actual plus forecast figures that automatically make the full year estimate by adding forecast for the remaining months to the actual historical months. 24 Month Profitability Trend Dashboards are often used in conjunction with profitability variance and KPI dashboards, profit & loss reports, and cash flow models.

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 KPI Dashboard with Trends and Variances to Streamline the Monthly Reporting Process

How can Financial Dashboards Drive Faster and Better Decisions?

As CFOs increasingly become key players in the enhancement of the Monthly Reporting Process, they must rely on modern self-service corporate performance management (CPM) and business intelligence (BI) tools. Using interactive Financial Dashboards like the KPIs with Trends and Variances template shown below enables them and users from the leadership team to experience near real time KPI analysis that help drive faster and better decisions.

Who uses KPI Dashboards with Trends and Variances and What are Some Key Analytical Features?

In today’s fast-paced business environment, CFOs are under high pressure to supply end users like board members and executives with timely and concise Financial Dashboards. Companies use key features like the ones below to support their users with effective analysis that helps drive faster and better decisions.

  • KPIs with color indicators based on comparison to budget or last year actuals
  • Comparative column charts for year-to-date (YTD) results
  • Trend analysis for profitability KPIs

The KPI Dashboard with Trends and Variances template can be used as a key element of the Monthly Reporting process:

Example of a KPI Dashboard with Trends and Variances to Streamline the Monthly Reporting Process

Example of a KPI Dashboard with Trends and Variances to Streamline the Monthly Reporting Process

The KPI Dashboard with Trends and Variances is a ready-to-use Financial Dashboard from the Solver Marketplace

A Brief Description of the KPI Dashboard with Trends and Variances Template

Financial Dashboards like the one seen in the image above are interactive and parameter driven and typically contain sections with charts and indicators for Current Ratio, Debt to Asset, Debt to Equity, Gross Profit, EBITDA and Net Profit KPIs. One of the important features that aid the user in the analysis process is the ability to select parameters such as year, period and company and immediately see charts update with analysis. KPI Dashboards with Trends and Variances are often used in conjunction with profit & loss and balance sheet dashboards and reports.

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 KPI Simulation Dashboard to Streamline the Modelling and Forecasting Process

How can Simulation Dashboards Drive Faster and Better Decisions?

As FP&A Managers increasingly become central figures in the Modelling and Forecasting Process, they must rely on modern self-service corporate performance management (CPM) and business intelligence (BI) tools. Using interactive Simulation Dashboards like the KPI Simulation Dashboard template shown below enables them and users from the Accounting and Finance teams to experience near real time simulation that help drive faster and better decisions.

Who uses KPI Simulation Dashboards and What are Some Key Analytical Features?

In today’s fast-paced business environment, FP&A Managers are under high pressure to supply end users like CFOs and analysts with timely and concise Simulation Dashboards. Companies use key features like the ones below to support their users with effective analysis that helps drive fiscal monitoring.

  • Sliders to increase or decrease the weighting of historical data in the current year estimate
  • Comparison of simulation result with three years of history
  • Charts to compare history and budget with the simulated estimate

The KPI Simulation Dashboard template can be used as a key element of the Modelling and Forecasting process:

Example of a KPI Simulation Dashboard to Streamline the Modelling and Forecasting Process

Example of a KPI Simulation Dashboard to Streamline the Modelling and Forecasting Process

The KPI Simulation Dashboard is a ready-to-use Simulation Dashboard from the Solver Marketplace

A Brief Description of the KPI Simulation Dashboard Template

Simulation Dashboards like the one seen in the image above are interactive and parameter driven and typically contain sections with simulation sliders, as well as financial KPIs with tables and graphical charts. One of the important features that aid the user in the analysis process is the ability to move any of the sliders left or right to increase or decrease the weighting of that item in the simulated KPI estimates. KPI Simulation Dashboards are often used in conjunction with profit & loss and balance budget models, financial dashboards, and financial statements.

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