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Example of a Department Dashboard for a Hospitality Company

What is a Department Dashboard for a Hospitality Company?

Departmental Dashboards are often considered revenue and expense analysis tools and are used by Finance and Department Managers to review major general ledger (GL) performance metrics and budget variances. Some of the main functionality in this type of report is that it can be filtered by department and it contains both a graphical section as well as figures (not visible in the screenshot below). The report shows three charts and include: 1) Top revenue categories ranked, 2) Top expense categories ranked, and 3) Monthly actual and budget revenue trend. You find an example of this type of report below.

Purpose of Departmental Dashboards

Hospitality companies use Departmental Dashboards to give managers an easily readable and quick snapshot of the key revenue and expense indicators. When used as part of good business practices by FP&A and by Department Managers, a company can improve its cost – and profit center tactics, and it can reduce the chances that over- or under performance in any particular department go undetected.

Example of a Departmental Dashboard

Here is an example of a Departmental Dashboard with revenue and expense analysis.

Example of a Department Dashboard for a Hospitality Company

Example of a Department Dashboard for a Hospitality Company

You can find hundreds of additional examples here

Who Uses This Type of Report?

The typical users of this type of report are: CFOs, analysts, budget managers, department managers.

Other Reports Often Used in Conjunction with Departmental Dashboards

Progressive FP&A and Department Managers departments sometimes use several different Departmental Dashboards, along with detailed F&B reports, financial statements, trail balance reports, forecast models, budgets, KPI scorecards 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 Grants Budget Summary Report for Public Sector and Nonprofit Organizations

What is a Grants Budget Summary Report?

Grants Budget Reports are considered grant management tools and are used by CFOs and Grant Managers to monitor budgets versus current actual expenditures and remaining balances. Some of the main functionality in this type of report is that it is parameter driven and the user can run it for any department, function, program and month. The report will then display all applicable grants with award date, grant amount, actual expenditures period to date, remaining balance and grant expiration date. Each grant is listed down the rows and a total at the bottom. You find an example of this type of report below.

Purpose of Grant Budget Summary Reports

Public Sector organizations use Grant Budget Summary Reports to have real-time, self-service monitoring of grants and available balances. When used as part of good business practices in Accounting and FP&A departments, a government entity can improve its grant strategies and investment planning for various programs and it can reduce the chances that funding for initiatives runs into problems due to lack of visibility into expected grant balances and KPIs.

Example of a Grant Budget Summary with Remaining Balances Report

Here is an example of a Grants Budget Summary Report with funding amounts, expenditures to date and remaining balances.

Example of a Grants Budget Summary Report for Public Sector and Nonprofit Organizations

Example of a Grants Budget Summary Report for Public Sector and Nonprofit Organizations

You can find hundreds of additional examples here

Who Uses This Type of Report?

The typical users of this type of report are: CFOs, controllers, grant managers, program managers.

Other Reports Often Used in Conjunction with Grant Budget Summary Reports

Progressive Accounting and FP&A departments sometimes use several different Grant Budget Summary Reports, along with detailed grants reports, grant budgets, grant dashboards, financial statements, program and initiative 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 Capital Project Budget for Public Sector Organizations

What is a Capital Project Budget for Governments?

Capital Project Budgets are considered an essential component of government capital improvement planning (CIP) and annual budgets, and are used by department managers and budget officers to create proposed financial budgets. Some of the main functionality in this type of budget input template is that it is parameter driven and can be detailed down to department, function, program and project. The user can select project and specify fields like project manager (if known), and then enter the budget by expense type and month. On the far right of the template there is a comment field to add any important notes. You find an example of this type of budget input template below.

Purpose of Capital Project Models

Public Sector organizations use Capital Project Models to capture all the important expense details for CIP projects. When used as part of good business practices in Budgeting and Planning departments, a government entity can improve its capital improvement planning and related budget accuracy, and it can reduce the chances that projects are executed and then stalled because of poor financial planning.

Example of a Capital Project Model

Here is an example of a Capital Project Budget input model with text comments and totals.

Example of a Capital Project Budget for Public Sector Organizations

Example of a Capital Project Budget for Public Sector Organizations

You can find hundreds of additional examples here

Who Uses This Type of Budget input template?

The typical users of this type of budget input template are: Executives, Budget Managers, department heads.

Other Reports Often Used in Conjunction with Capital Project Models

Progressive Budgeting and Planning departments sometimes use several different Capital Project Models, along with general ledger and line item expense input forms, employee (human capital) and headcount forms, revenue budget forms, budget analysis dashboards, project dashboards, CIP 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 CFO Dashboards for Banks

What is a CFO Dashboard for Banks?

CFO Dashboards are considered financial analysis tools and are used by CFOs and analysts to track trends and key performance metrics. Some of the main functionality in this type of dashboard is that it provides financial analysis from nine different perspectives: 1) Actual and budget revenue by product, 2) Monthly actual and budget revenue trend, 3) Revenue by comparison by product, 4) Actual and budget revenue by department, 5) Monthly actual and budget expense trend, 6) Revenue comparison by department, 7) Actual and budgeted revenue by branch, 8) Actual and budget monthly profit trend, and 9) Revenue comparison by branch. You find an example of this type of dashboards below.

Purpose of CFO Dashboards

Banks use CFO Dashboards to give financial executives a clear picture of KPIs that drives the health of the business. When used as part of good business practices in Financial Planning & Analysis (FP&A) departments, a company can improve its financial performance and speed up related operational decisions, and it can reduce the chances that top level metrics are missed during financial analysis.

Example of a CFO Dashboard

Here is an example of a CFO Dashboard with revenue, expense and profit trends and budget comparisons.

Example of a CFO Dashboards for Banks

Example of a CFO Dashboards for Banks

You can find hundreds of additional examples here

Who Uses This Type of Dashboards?

The typical users of this type of dashboards are: Executives, board members, CFOs, analysts, branch managers.

Other Reports Often Used in Conjunction with CFO Dashboards

Progressive Financial Planning & Analysis (FP&A) departments sometimes use several different CFO Dashboards, along with consolidated and branch-level profit & loss reports, balance sheets, cash flow statements, detailed operating dashboards, and other management and control tools.

Where Does the Data for Analysis Originate From?

The Actual (historical transactions) data typically comes from loan management software and 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 Payroll Budget Dashboard for Public Sector

What is a Payroll Budget Dashboard for Public Sector?

Payroll Budget Dashboards are considered annual budget analysis tools and are used by HR managers and budget officers to analyze the completed employee budget. Some of the main functionality in this type of dashboard is that it provides graphical salary analysis from three perspectives: 1) Chart with ranked list of payroll budgets by department, 2) Ranked table with payroll budgets and headcount by department, and 3) Total payroll budget and total headcount. The user can use the drop down boxes on the top of the screen to filter by department and budget year. You find an example of this type of dashboard below.

Purpose of Payroll Budget Dashboards

Government organizations use Payroll Budget Dashboards to enable easy analysis of payroll budgets and planned headcount. When used as part of good business practices in Financial Planning & Analysis (FP&A) and HR departments, an organization can improve its human capital planning process, and it can reduce the chances that employee budgets are not carefully analyzed and understood at the end of the planning process.

Example of a Payroll Budget Dashboard

Here is an example of a Payroll Budget Dashboard with ranked salary expenses and headcount.

Example of a Payroll Budget Dashboard for Public Sector

Example of a Payroll Budget Dashboard for Public Sector

You can find hundreds of additional examples here

Who Uses This Type of Dashboard?

The typical users of this type of dashboard are: Executives, budget officers, CFOs, analysts, HR managers, department heads.

Other Reports Often Used in Conjunction with Payroll Budget Dashboards

Progressive Financial Planning & Analysis (FP&A) and HR departments sometimes use several different Payroll Budget Dashboards, along with financial statements, annual budget reports, budget summary dashboards, detailed payroll budget reports, payroll budget input 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

Example of an Operating Budget Dashboard for Public Sector

What is an Operating Budget Dashboard for Public Sector?

Operating Budget Dashboards are considered budget analysis tools and are used by executives and budget managers to review the adopted budget. Some of the main functionality in this type of dashboard is that it gives the users a single view of the budget with a mix of figures, KPIs and graphics, including: 1) Pie chart with comparison of opex account categories, 2) Ranked list of annual budgeted expenses, and 3) Summary metrics by fund. The dashboard can be filtered by year, department and fund. You find an example of this type of dashboard below.

Purpose of Operating Budget Dashboards

Government organizations use Operating Budget Dashboards to give finance teams and executives and clear and easy way to analyze the adopted annual budget. When used as part of good business practices in Financial Planning & Analysis (FP&A) departments, an organization can improve its budget accuracy, and it can reduce the chances that key decisionmakers lack good budgetary insight.

Example of a Operating Budget Dashboard

Here is an example of a Operating Budget Dashboard with summaries and analysis of expense categories.

Example of an Operating Budget Dashboard for Public Sector

Example of an Operating Budget Dashboard for Public Sector

You can find hundreds of additional examples here

Who Uses This Type of Dashboard?

The typical users of this type of dashboard are: Executives, boards, directors, budget officers, CFOs, analysts.

Other Reports Often Used in Conjunction with Operating Budget Dashboards

Progressive Financial Planning & Analysis (FP&A) departments sometimes use several different Operating Budget Dashboards, along with financial statements, annual budget reports, budget summary dashboards, detailed budget reports, budget input 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

Example of a Payroll Budget Report by Department for a Healthcare Provider

What is a Payroll Budget Report by Department?

Payroll budget reports are considered powerful budget analysis and staff planning tools and are used by Budget Managers and CFOs to review total budgeted compensation and headcount. Some of the main functionality in this type of personnel report is that it displays all employees and a breakdown of their budgeted compensation. The employees are grouped by department with sub-totals and a grand total for the organization. The columns display the base salary as well as additional compensation for shifts, weekend, overtime, etc. You find an example of this type of personnel report below.

Purpose of Detailed Payroll Budget Reports

Healthcare providers use Detailed Payroll Budget Reports to perform in-depth analysis of personnel expenses at the end of a budget process. When used as part of good business practices in Budgeting and  FP&A departments, an organization can improve its budget approval process and staff-related planning as well as reduce the chances that budgets are not accurate due to oversights in the planning process.

Detailed Payroll Budget Report Example

Here is an example of a Payroll Budget Report with employees and their compensation expenses grouped by department.

Example of a Payroll Budget Report by Department for a Healthcare Provider

Example of a Payroll Budget Report by Department for a Healthcare Provider

You can find hundreds of additional examples here

Who Uses This Type of Personnel Report?

The typical users of this type of personnel report are: Budget managers, CFOs, analysts, department heads.

Other Personnel Reports Often Used in Conjunction with Detailed Payroll Budget Reports

Progressive Budgeting & FP&A departments sometimes use several different Detailed Payroll Budget Reports, along with financial statements with summary budgets, actual payroll reports, staffing plans, budget dashboards and other management and control tools.

Where Does the Data for Analysis Originate From?

The Actual (historical transactions) data typically comes from management systems or 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

Departmental Travel and Entertainment Analysis Report Example

What is a Travel and Entertainment Departmental Analysis Report?

Travel and entertainment (T&E) reports are considered expense analysis tools and are often used by controllers and accountants to manage and review departmental T&E costs. Some of the key functionality in this type of report is that it is parameter driven and is usually reviewed on a monthly basis. The columns shows Travel (expense) Type, Department and Amount. The rows show expense by category and department. When the user clicks on a category such as “Dinner”, the row expands and all departments are shown with their individual expense amounts. The bottom of the report displays a chart that ranks total actual expenses by category. You find an example of this type of report below.

Purpose of T&E Departmental Expense Analysis Reports

Companies and organizations use T&E Departmental Expense Analysis Reports to easily review T&E expenses both at a high level and with the option to drill down to detail by individual department. When used as part of good business practices in an accounting department, a company can improve its cost control and related policies as well as reduce the chances that there is overspending or abuse in certain areas.

T&E Departmental Expense Analysis Report Example

Here is an example of Travel & Entertainment Report by Category and Department.

 Departmental Travel and Entertainment Analysis Report Example

Departmental Travel and Entertainment Analysis 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: Controllers and Accountants.

Other Reports Often Used in Conjunction with T&E Departmental Expense Analysis Reports

Progressive Accounting Departments sometimes use several different T&E Departmental Expense Analysis Reports, along with T&E dashboards, departmental and corporate 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

Higher Education Budgeting - Expense Requests Example

What is an Expense Request Budget Template?

Expense Budget Request templates are considered department input forms and are often used by department heads to enter their suggested funding needs to cover expenses for the upcoming year. Key functionality in this type of input form automatically displays the summary of the salary budget (entered in a separate, detailed employee template) and provides input for all other expenses. The left columns show last year’s actual results, as well as, the target change that the budget office is expecting to see. If desired, last year’s budget can also be displayed and used as a baseline. Where desired, the department manager enters a percent or amount (or both) to increase or decrease the baseline budget. Explanations are entered in the comment column on the right and can later also be displayed in the final budget review reports. You will find an example of this type of input form below.

Purpose of Expense Request Templates

Universities and colleges use Expense Request Templates to give department managers a secure and convenient web form to capture their budget. When used as part of good business practices in a Budgeting and Planning department, a higher education institution can improve its annual budgeting process and speed, as well as, reduce the chances of delayed or inaccurate budgets because users lack good information or the ability to document their requests.

Expense Request Template Example

Here is an example of a University Budget Form for Departmental Expense Requests.

Higher Education Budgeting - Expense Requests Example

Higher Education Budgeting – Expense Requests Example

You can find hundreds of additional examples here.

Who Uses This Type of Input Form?

The typical users of this type of input form are: Budget Officers and Department Managers.

Other Input Forms Often Used in Conjunction with Expense Request Templates

Progressive Budgeting and Planning Departments sometimes use several different Expense Request Templates, along with payroll, capital expense and revenue budget templates 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

Higher Education Budgeting - Revenue Example

What is a Higher Education Revenue Budget Template?

Revenue Budget templates are considered an essential part of the annual budget and are used by finance officers and budget managers to capture estimated sources of revenues for the upcoming year. Key functionality in this type of input form automatically displays the institution’s revenue accounts with totals. The left columns show last year’s actual results, as well as, the target change that executives are expecting to see. If desired, last year’s budget can also be displayed and used as a baseline. Where needed, managers enter a percent or amount (or both) to increase or decrease the baseline budget. Explanations are entered in the comment column on the right side and can later also be displayed in the final budget review reports. You will find an example of this type of input form below.

Purpose of Revenue Budget Templates

Universities and colleges use Revenue Budget Templates to give users a secure and convenient web form to capture their budget. When used as part of good business practices in a Budgeting and Planning department, a higher education institution can improve its annual budget process and speed, as well as, reduce the chances that sources of funds are unable to cover planned expenses for the coming fiscal year.

Revenue Budget Template Example

Here is an example of a University Budget Form for Revenue Input.

Higher Education Budgeting - Revenue Example

Higher Education Budgeting – Revenue Example

You can find hundreds of additional examples here.

Who Uses This Type of Input Form?

The typical users of this type of input form are: Budget Officers and Executives.

Other Input Forms Often Used in Conjunction with Revenue Budget Templates

Progressive Budgeting and Planning Departments sometimes use several different Revenue Budget Templates, along with payroll, capital expense and expese budget templates 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