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Example of an Executive Dashboard with Financial KPIs to Streamline the Monthly Analysis Process

How can Dashboards and Scorecards Drive Faster and Better Decisions?

As CFOs increasingly become key advisors in the Monthly Analysis Process, they must rely on modern self-service corporate performance management (CPM) and business intelligence (BI) tools. Using interactive Dashboards and Scorecards like the Executive Dashboard with Financial KPIs template shown below enables them and users from the senior leadership team to experience near real time profit & loss (P&L) and balance sheet metrics that help drive faster and better decisions.

Who uses Executive Dashboards with Financial KPIs 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 board members with timely and concise Dashboards and Scorecards. Companies use key features like the ones below to support their users with effective analysis that helps drive better and faster decisions:

  • One page overview that brings together the top financial metrics in an easy to view layout
  • Combined trend charts and year-to-date variance metrics
  • Green and red backgrounds with performance indicators that dynamically changes based on variances from budget or last year actuals

The Executive Dashboard with Financial KPIs template can be used as a key element of the Monthly Analysis process:

Example of an Executive Dashboard with Financial KPIs to Streamline the Monthly Analysis Process

Example of an Executive Dashboard with Financial KPIs to Streamline the Monthly Analysis Process

The Executive Dashboard with Financial KPIs is a ready-to-use Dashboards and Scorecards from the Solver Marketplace.

A Brief Description of the Executive Dashboard with Financial KPIs Template

Dashboards and Scorecards like the one seen in the image above are interactive and parameter driven and typically contain sections with pre-defined KPIs with charts. One of the important features that aid the user in the analysis process is the ability to review eye catching and easy to read KPI trends and variances. Executive Dashboards with Financial KPIs are often used in conjunction with profit & loss reports, balance sheets, and supporting operational 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 Profit & Loss Analysis Report with Interactive Analysis to Streamline the Monthly Reporting Process

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 tools like the Profit & Loss with Interactive Analysis Report shown below enables them and users from the FP&A teams and managers to experience graphical revenue and expense reviews that help drive faster and better decisions.

Who uses Profit & Loss Reports with Interactive Analysis 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 tools that helps drive in-depth graphical analysis of any P&L item they are interested in:

  • The user can choose any P&L row (accounts and totals) from the drop down box on the top of the report and instantly visualize that data in the charts
  • Easy view of monthly, year-to-date (YTD) and full year estimates
  • Current period and trend analysis of the chosen financial data

The Profit & Loss with Interactive Analysis template can be used as a key element of the Monthly Reporting process:

Example of a Profit & Loss Analysis Report with Interactive Analysis to Streamline the Monthly Reporting Process

Example of a Profit & Loss Report with Interactive Analysis to Streamline the Monthly Reporting Process

(screenshot picture name for Google) ->  The Profit & Loss Analysis Report with Interactive Analysis is a ready-to-use template from the Solver Marketplace.

A Brief Description of the Profit & Loss with Interactive Analysis Template

Profitability Analysis Reports like the one seen in the image above are interactive and parameter driven and typically contain sections with a dashboard on the top and a formatted P&L report below it. One of the important features that aid the user in the analysis process is the ability to replace cluttered dashboards with dozens of charts with this simple report where the user only sees charts for the chosen row. Profit & Loss Analysis Reports with interactive charts are often used in conjunction with balance sheets, KPI 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 an Accounts Payable Summary Dashboard to Streamline the AP Analysis Process

How can Accounts Payable (AP) Dashboards Drive Faster and Better Decisions?

As Controllers and Senior Accountants increasingly become key advisors for Accounts Payable process improvements, they must rely on modern self-service corporate performance management (CPM) and business intelligence (BI) tools. Using interactive AP Dashboards like the Accounts Payable Summary  template shown below enables them and users from the finance and accounting teams to experience near real time AP metrics and KPIs that help drive faster and better decisions.

Who uses AP Summary Dashboards and What are Some Key Analytical Features?

In today’s fast-paced business environment, Accounting Leaders are under high pressure to supply end users like CFOs, controllers and finance managers with timely and concise AP Dashboards. Companies use key features like the ones below to support their users with effective analysis that helps drive drive AP efficiencies and process improvement:

  • Trend analysis for Invoices Paid on Time, Average Age at Payment, AP Summary (monthly amount and count), AP Aging (amount) and AP Aging (count)
  • AP bucket analysis (30 days, 60 days, etc.) for aging payables and upcoming payments
  • Summary KPIs for Total AP Outstanding and Percent (%) of Invoices Overdue

The Accounts Payable Summary Dashboard template can be used as a key element of the Accounts Payable Analysis process:

Example of an Accounts Payable Summary Dashboard to Streamline the AP Analysis Process

Example of an Accounts Payable Summary Dashboard to Streamline the AP Analysis Process

The Accounts Payable Summary Dashboard is a ready-to-use AP Dashboard from the Solver Marketplace.

A Brief Description of the Accounts Payable Summary Dashboard Template

AP Dashboards like the one seen in the image above are interactive and parameter driven and typically contain sections with trend charts, aging charts and metrics. One of the important features that aid the user in the analysis process is the ability to choose business entity (see drop down in upper left corner) as well as to get easy access to transaction-level analysis (second tab). Accounts Payable Summary Dashboards are often used in conjunction with detailed AP and vendor reports, financial dashboards, AR dashboards, balance sheet reports, and input models for KPI targets.

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 an Asset & Liability Analysis Template to Streamline the Monthly Reporting Process

How can Balance Sheet KPI 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 Balance Sheet reports like the Asset & Liability Analysis template shown below enables them and other executives to review near real time asset and liability metrics that help drive faster and better decisions.

Who uses Asset & Liability Analysis with Variances and Trends and What are Some Key Analytical Features?

In today’s fast-paced business environment, CFOs are under high pressure to supply end users like managers and board members with timely and concise Balance Sheet Analysis. Companies use key features like the ones below to support their leaders with effective analysis that helps drive quicker and smarter decisions:

  • Monitor variances between the current month and last year
  • Detect key asset and liability trends
  • Easy report configuration to focus on the exact balance sheet categories that management wants to monitor

The Asset & Liability Analysis template can be used as a key element of the Monthly Reporting process:

Example of an Asset & Liability Analysis Template to Streamline the Monthly Reporting Process

Example of an Asset & Liability Analysis Template to Streamline the Monthly Reporting Process

The Asset & Liability Analysis with Variances and Trends report is a ready-to-use Balance Sheet Analysis template from the Solver Marketplace.

A Brief Description of the Asset & Liability Analysis with Variances and Trends Template

Balance Sheet Analysis reports like the one seen in the image above are interactive and parameter driven and typically contain sections with variance metrics, trend charts and a report component with detailed figures. One of the important features that aid the user in the analysis process is the ability to quickly see top three balance sheet account categories for short term assets, long term assets, short term liabilities and long term liabilities. Asset & Liability Analysis with Variances and Trends templates are often used in conjunction with profit & loss reports, trended balance sheets and dashboards, cash flow statements, as well as balance sheet and cash flow 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 Multi-year Revenue Trend Analysis Report to Streamline the Annual Reporting and Budgeting Process

How can Revenue Trend Analysis Drive Faster and Better Decisions?

As CFOs increasingly become key innovators in the Annual Reporting and Budgeting Process, they must rely on modern self-service corporate performance management (CPM) and business intelligence (BI) tools. Using interactive revenue reports like the Multi-year Revenue Trend Analysis template shown below enables them and users from the FP&A teams and the board to experience near real time annual trend analysis across seven years that help drive faster and better decisions.

Who uses Multi-year Revenue Trend 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 board members with timely and concise Revenue Analysis. Companies use key features like the ones below to support their users with effective reports that helps drive better strategic decisions by understanding multi-year trends:

  • User can choose company and year and see the related trended data
  • Combines graphical trend analysis with detailed view of each GL revenue account and its balances
  • Drill down on any GL account to see the underlying transactions

The Multi-year Revenue Trend Analysis template can be used as a key element of the Annual Reporting and Budgeting process:

Example of a Multi-year Revenue Trend Analysis Report to Streamline the Annual Reporting and Budgeting Process

Example of a Multi-year Revenue Trend Analysis Report to Streamline the Annual Reporting and Budgeting Process

The Multi-year Revenue Trend Analysis is a ready-to-use Revenue Analysis from the Solver Marketplace.

A Brief Description of the Multi-year Revenue Trend Analysis Template

Revenue Analysis reports like the one seen in the image above are interactive and parameter driven and typically contain sections with visualizations and report detail. One of the important features that aid the user in the analysis process is the ability to see the dynamic trend chart that displays year-to-date revenues for the current year as well as complete annual revenues for the past six years. The formatted report below the chart enables account-by-account analysis. Multi-year Revenue Trend Analysis reports are often used in conjunction with profit & loss reports, trended balance sheets and dashboards, as well as revenue 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 Rolling 10 Quarter Revenue Analysis Template to Streamline the Quarterly Reporting Process

How can Quarterly Rolling Revenue Analysis Drive Faster and Better Decisions?

As CFOs increasingly become key innovators in the Monthly and Quarterly Reporting Processes, they must rely on modern self-service corporate performance management (CPM) and business intelligence (BI) tools. Using interactive Revenue Analysis like the Rolling 10 Quarter Revenue Analysis template shown below enables them and users from the FP&A teams and the board to experience near real time quarterly revenue trend analysis that help drive faster and better decisions.

Who uses Rolling 10 Quarter Revenue Analysis 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 board members with timely and concise Revenue Analysis. Companies use key features like the ones below to support their users with effective analysis that helps drive better revenue trend insights:

  • The user can select the Revenue Type (typically a Revenue Account Category) at run time and then the report will exclusively focus on the related GL accounts for in-depth analysis and clarity
  • The report automatically displays charts and data for the last rolling 10 quarters
  • The user can drill into months by expanding each quarterly column or drill into individual GL revenue accounts in the report below the chart

The Rolling 10 Quarter Revenue Analysis template can be used as a key element of the Quarterly Reporting process:

Example of a Rolling 10 Quarter Revenue Analysis Template to Streamline the Quarterly Reporting Process

Example of a Rolling 10 Quarter Revenue Analysis Template to Streamline the Quarterly Reporting Process

The Rolling 10 Quarter Revenue Analysis report is a ready-to-use  template from the Solver Marketplace.

A Brief Description of the Rolling 10 Quarter Revenue Analysis Template

Revenue Analysis reports like the one seen in the image above are interactive and typically contain sections with parameter-driven analysis with up to two and a half years of historical data by quarter and month. One of the important features that aid the user in the analysis process is the ability to see a powerful combination of summary metrics (chart) and detail (report below the chart) to easily discover quarterly and multi-year trends. Rolling 10 Quarter Revenue Analysis reports are often used in conjunction with profit & loss reports, monthly revenue and sales dashboards, sales reports, and revenue 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 Revenue Analysis Report with Quarterly Actual and Budget Comparison to Streamline the Quarterly Reporting Process

How can Quarterly Revenue Analysis Drive Faster and Better Decisions?

As CFOs increasingly become key innovators in the Quarterly Reporting Process, they must rely on modern self-service corporate performance management (CPM) and business intelligence (BI) tools. Using interactive Revenue Analysis like the Revenue Analysis with Quarterly Actual and Budget Comparison template shown below enables them and users from the FP&A teams and the board to experience near real time quarterly actual and budget variance- and trend analysis that help drive faster and better decisions.

Who uses Revenue Analysis with Quarterly Actual and Budget Comparisons 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 board members with timely and concise Revenue Analysis. Companies use key features like the ones below to support their users with effective reports and dashboards that helps drive better revenue insights and faster decisions:

  • Quarterly revenue figures with variances to budget and last year actuals
  • Detailed account level report with drill-down to underlying GL transactions
  • Quarterly trend and variance charts comparing actual current year with budget and last year figures

The Revenue Analysis with Quarterly Actual and Budget Comparison template can be used as a key element of the Quarterly Reporting process:

Example of a Revenue Analysis Report with Quarterly Actual and Budget Comparison to Streamline the Quarterly Reporting Process

Example of a Revenue Analysis Report with Quarterly Actual and Budget Comparison to Streamline the Quarterly Reporting Process

(screenshot picture name for Google) ->  The Revenue Analysis with Quarterly Actual and Budget Comparison Report is a ready-to-use Revenue Analysis template from the Solver Marketplace.

A Brief Description of the Revenue Analysis with Quarterly Actual and Budget Comparison Template

Revenue Analysis reports like the one seen in the image above are interactive and parameter driven and typically contain sections with charts, variances with indicators, revenue summary and account-level detail. One of the important features that aid the user in the analysis process is the powerful combination of summary metrics with traffic lights to highlight variances and charts to easily discover trends. Revenue Analysis with Quarterly Actual and Budget Comparisons are often used in conjunction with profit & loss reports, monthly revenue and sales dashboards, sales reports, and revenue budget 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 Revenue Report with Monthly Actual and Budget Comparison to Streamline the Monthly Reporting and Analysis Process

How can Graphical Revenue Analysis Drive Faster and Better Decisions?

As CFOs increasingly become key innovators in the Monthly Reporting and Analysis Process, they must rely on modern self-service corporate performance management (CPM) and business intelligence (BI) tools. Using graphical reports like the Revenue Analysis with Monthly Actual and Budget Comparison template shown below enables them and users from the FP&A teams and the board to experience near real time monthly variance- and trend analysis that help drive faster and better decisions.

Who uses Revenue Analysis Reports with Monthly Actual and Budget Comparisons 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 board members with timely and concise Revenue Analysis. Companies use key features like the ones below to support their users with effective reports that help drive better revenue analysis and faster decisions:

  • Monthly and YTD revenue totals with variances to budget and last year actuals with drill-down to account level detail in the report section at the bottom
  • Automatically calculated full year revenue estimate
  • Monthly trend and variance charts comparing actual current year with budget and last year figures

The Revenue Analysis with Monthly Actual and Budget Comparison template can be used as a key element of the Monthly Reporting process:

Example of a Revenue Report with Monthly Actual and Budget Comparison to Streamline the Monthly Reporting and Analysis Process

Example of a Revenue Report with Monthly Actual and Budget Comparison to Streamline the Monthly Reporting and Analysis Process

(screenshot picture name for Google) ->  The Revenue Analysis with Monthly Actual and Budget Comparison report is a ready-to-use template from the Solver Marketplace.

A Brief Description of the Revenue Analysis with Monthly Actual and Budget Comparison Template

Revenue Analysis Reports like the one seen in the image above are interactive and parameter driven and typically contain sections with charts, variances with traffic light, revenue summary and account-level detail. One of the important features that aid the user in the analysis process is the ability to get a powerful combination of summary metrics with traffic lights to highlight variances and charts to easily discover trends. Revenue reports with Monthly Actual and Budget Comparisons are often used in conjunction with profit & loss reports, revenue and sales dashboards, sales reports, and revenue budget 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 KPI Benchmarking 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 KPI Benchmarking Dashboard template shown below enables them and users from the board and executive teams to experience near real time profit & loss and balance sheet KPIs that help drive faster and better decisions.

Who uses KPI Benchmarking 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 leaders with timely and concise Financial Dashboards. Companies use key features like the ones below to support their users with effective analysis that helps drive performance optimization across subsidiaries:

  • Year-to-date (YTD) Revenue, Gross Profit and EBITDA metrics for the selected business unit benchmarked against the average of all business units
  • Charts comparing the benchmarked entity versus the average of all business units
  • Table with Current Ratio, Debt to Asset Ratio and Debt to Equity Ratio

The KPI Benchmarking Dashboard template can be used as a key element of the Monthly Reporting process:

Example of a KPI Benchmarking Dashboard to Streamline the Monthly Reporting Process

Example of a KPI Benchmarking Dashboard to Streamline the Monthly Reporting Process

The KPI Benchmarking Dashboard is a ready-to-use Financial Dashboard from the Solver Marketplace.

A Brief Description of the KPI Benchmarking Dashboard Template

Financial Dashboards like the one seen in the image above are interactive and parameter driven and typically contain sections with KPIs displayed with charts and traffic lights to highlight variances. One of the important features that aid the user in the analysis process is the ability to on the fly analyze and benchmark financial performance of any business unit against a chosen set of subsidiaries. KPI Benchmarking Dashboards are often used in conjunction with financial dashboards, consolidated and individual profit & loss and balance sheet reports, and input models for KPI targets and budgets.

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 Profitability Benchmarking 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 Profitability Benchmarking Dashboard template shown below enables them and users from the board and executive teams to experience near real time profitability metrics that help drive faster and better decisions.

Who uses Profitability Benchmarking 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 leaders with timely and concise Financial Dashboards. Companies use key features like the ones below to support their users with effective analysis that helps drive optimal performance for subsidiaries:

  • Year-to-date (YTD) profit metric tables with the chosen business unit benchmarked against the average of all business units
  • Charts comparing Year-to-Date (YTD) Actual and Budgets for the chosen business unit with the average of all units
  • Period, company and other filters that dynamically drive the dashboard

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

Example of a Profitability Benchmarking Dashboard to Streamline the Monthly Reporting Process

Example of a Profitability Benchmarking Dashboard to Streamline the Monthly Reporting Process

The Profitability Benchmarking Dashboard is a ready-to-use Financial Dashboard from the Solver Marketplace.

A Brief Description of the Profitability Benchmarking Dashboard Template

Financial Dashboards like the one seen in the image above are interactive and parameter driven and typically contain sections with profitability KPIs displayed with charts and traffic lights indicators for budget variances. One of the important features that aid the user in the analysis process is the ability to on the fly analyze and benchmark profitability performance of any business unit against a chosen set of subsidiaries. Profitability Benchmarking Dashboards are often used in conjunction with revenue and expense dashboards, consolidated and individual profit and loss reports, and budget 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