Posts

Example of Supplier Dashboard for Distributors

What is a Supplier Dashboard?

Supplier Dashboards (by some referred to as vendor dashboards) are considered operational analysis tools and are used by finance teams and supply chain managers analyze supplier metrics. Some of the main functionality in this type of dashboard is that it offers a break-down and analysis of supplier KPIs from several different perspectives, including: 1) Purchasing value – monthly trend, 2) Quality performance with monthly trend for complaints, average defects, and late deliveries, 3) Purchasing value by supplier (vendor), and 4) Purchase value by product (item). The filters on the top right side of the screen enables drill-down into warehouse locations, suppliers and time. You find an example of this type of dashboard below.

Purpose of Supplier Dashboards

Distributors use Supplier Dashboards to provide managers with an easy way to monitor essential supplier metrics. When used as part of good business practices in a Financial Planning & Analysis (FP&A) and Purchasing department, an organization can improve and speed up its supply chain strategies, reduce costs and increase margins. It can also reduce the chances that the business is disrupted because of otherwise avoidable supplier issues.

Supplier Dashboard – Example

Here is an example of a Supplier Dashboard with analysis of quality trends as well as comparison of product purchases and vendor spend.

Example of Supplier Dashboard for Distributors

Example of Supplier Dashboard for Distributors

You can find hundreds of additional examples here

Who Uses This Type of Dashboard?

The typical users of this type of dashboard are: Finance officers, analysts, supply chain managers, purchasing managers.

Other Reports Often Used in Conjunction with Supplier Dashboards

Progressive Financial Planning & Analysis (FP&A) and Purchasing departments sometimes use several different Supplier Dashboards, along with sales forecast, detailed inventory reports, vendor dashboards, product dashboards, purchasing reports, quality survey 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 an Inventory Analysis Dashboard for Distributors

What is a Inventory Analysis Dashboard?

Inventory Dashboards are considered operational analysis tools and are used by finance teams and inventory managers to analyze inventory KPIs. Some of the main functionality in this type of dashboard is that it provides a big picture view of essential metrics such as: 1) Order cycle time, 2) Inventory value by product/category, 3) Inventory trend, 4) Inventory efficiency ratio, and 6) Order accuracy trend. The filters seen on the top right of the dashboard enable drill down into individual warehouse locations and periods. You find an example of this type of dashboard below.

Automate your financial analysis and reporting

Purpose of Inventory Analysis Dashboards

Distributors use Inventory Analysis Dashboards to give managers an easy and powerful way to monitor  the inventory KPIs that matters most to them. When used as part of good business practices in a Financial Planning & Analysis (FP&A) department, an organization can improve and speed up its product purchasing- and inventory planning strategies, and it can reduce the chances that money is lost due to poor tracking of key trends and exceptions.

Inventory Dashboards Example

Here is an example of a Inventory Analysis Dashboard with trends and value metrics.

Example of an Inventory Analysis Dashboard for Distributors

Example of an Inventory Analysis Dashboard for Distributors

You can find hundreds of additional examples here

Who Uses This Type of Dashboard?

The typical users of this type of dashboard are: Finance officers, analysts, inventory managers, purchasing managers.

Other Reports Often Used in Conjunction with Inventory Analysis Dashboards

Progressive Financial Planning & Analysis (FP&A) departments sometimes use several different Inventory dashboards, along with sales forecasts, detailed inventory reports, sales dashboards, purchasing reports and other management and control tools.

Where Does the Data for Analysis Originate From?

The Actual (historical transactions) data typically comes from enterprise resource planning (ERP) systems like: Microsoft Dynamics 365 (D365) Finance, Microsoft Dynamics 365 Business Central (D365 BC), Microsoft Dynamics AX, Microsoft Dynamics NAV, Microsoft Dynamics GP, Microsoft Dynamics SL, Sage Intacct, Sage 100, Sage 300, Sage 500, Sage X3, SAP Business One, SAP ByDesign, Acumatica, Netsuite and others.

In analyses where budgets or forecasts are used, the planning data most often originates from in-house Excel spreadsheet models or from professional corporate performance management (CPM/EPM) solutions.

What Tools are Typically used for Reporting, Planning and Dashboards?

Examples of business software used with the data and ERPs mentioned above are:

  • Native ERP report writers and query tools
  • Spreadsheets (for example Microsoft Excel)
  • Corporate Performance Management (CPM) tools (for example Solver)
  • Dashboards (for example Microsoft Power BI and Tableau)

Automate your financial analysis and reporting

Corporate Performance Management (CPM) Cloud Solutions and More Examples

Example of a Customer and Product Revenue Dashboard for Distributors

What is a Customer and Product Revenue Dashboard?

Customer and Product Revenue Dashboards are considered sales and tactical analysis tools and are used by sales & marketing executives and product managers to explore key revenue drivers from multiple perspectives. Some of the main functionality in this type of dashboard is that it offers interactive graphical KPI analysis, including views of: 1) New customer and product count, 2) Sales and margin ranked by customer, 3) Revenues ranked by top product performers, 4) Individual product sales as a % of total sales, 5) Revenue and customer rating, and 6) Revenue versus customer attitude. The filters on the top right of the screen enables drill-down to customer, business unit and period. You find an example of this type of dashboard below.

Purpose of Customer and Product Dashboards

Distributors use Customer and Product Dashboards to enable managers to easily monitor key sales, margin and rating metrics with visibility to customers and products. When used as part of good business practices in a Financial Planning & Analysis (FP&A) and Sales department, an organization can improve and speed up its strategic product and go-to-market decisions, and it can reduce the chances that managers only pay attention to higher level revenue figures because they don’t have easy anywhere, anytime access to drill down to detailed data.

Customer and Product Dashboard Example

Here is an example of a Customer and Product Dashboard with revenue, margin and rating analysis.

Distribution – Customer and Product Analysis

You can find hundreds of additional examples here

Who Uses This Type of Dashboard?

The typical users of this type of dashboard are: Sales and marketing executives, product managers, analysts.

Other Reports Often Used in Conjunction with Customer and Product Dashboards

Progressive Financial Planning & Analysis (FP&A) and Sales departments sometimes use several different Customer and Product Dashboards, along with detailed sales reports, trend reports, financial dashboards, sales forecasts, financial statements and other management and control tools.

Where Does the Data for Analysis Originate From?

The Actual (historical transactions) data typically comes from enterprise resource planning (ERP) systems like: Microsoft Dynamics 365 (D365) Finance, Microsoft Dynamics 365 Business Central (D365 BC), Microsoft Dynamics AX, Microsoft Dynamics NAV, Microsoft Dynamics GP, Microsoft Dynamics SL, Sage Intacct, Sage 100, Sage 300, Sage 500, Sage X3, SAP Business One, SAP ByDesign, Acumatica, Netsuite and others.

In analyses where budgets or forecasts are used, the planning data most often originates from in-house Excel spreadsheet models or from professional corporate performance management (CPM/EPM) solutions.

What Tools are Typically used for Reporting, Planning and Dashboards?

Examples of business software used with the data and ERPs mentioned above are:

  • Native ERP report writers and query tools
  • Spreadsheets (for example Microsoft Excel)
  • Corporate Performance Management (CPM) tools (for example Solver)
  • Dashboards (for example Microsoft Power BI and Tableau)

Corporate Performance Management (CPM) Cloud Solutions and More Examples

Revenue Dashboard Example for Distributors

What is a Revenue Dashboard for Distributors?

Revenue and Margin Dashboards are considered analysis tools and are used by executives and sales managers analyze revenue-related metrics. Some of the main functionality in this type of dashboard is that it provides six different views of sales and margin KPIs, including: 1) Revenue and gross Margin %, 2) Multiyear revenue trend, 3) Revenue by location, 4) Top 10 customers by sales for current versus prior year, 5) Revenue and margin histogram, and 6) Revenue and gross margin analysis by deal size. The filters in the top right corner enables drill-down into specific business units and periods. You find an example of this type of dashboard below.

Purpose of Revenue and Margin Dashboards

Distributors use Revenue and Margin Dashboards to give managers an easy, single screen interface to monitor key sales-related metrics. When used as part of good business practices in a Financial Planning & Analysis (FP&A) and Sales department, an organization can improve and speed up its revenue tactics and increase profitability, and it can reduce the chances that users miss the most important data that should drive their decisions.

Revenue and Margin Dashboards for Distributors – Example

Here is an example of a Revenue Dashboard for distributors that displays margins and trends from different viewpoints.

Revenue Dashboard Example for Distributors

Revenue Dashboard Example for Distributors

You can find hundreds of additional examples here

Who Uses This Type of Dashboard?

The typical users of this type of dashboard are: Executives, finance officers, sales managers.

Other Reports Often Used in Conjunction with Revenue and Margin Dashboards

Progressive Financial Planning & Analysis (FP&A) and Sales departments sometimes use several different Revenue and Margin Dashboards, along with detailed sales reports, financial dashboards, sales forecasts, financial statements and other management and control tools.

Where Does the Data for Analysis Originate From?

The Actual (historical transactions) data typically comes from enterprise resource planning (ERP) systems like: Microsoft Dynamics 365 (D365) Finance, Microsoft Dynamics 365 Business Central (D365 BC), Microsoft Dynamics AX, Microsoft Dynamics NAV, Microsoft Dynamics GP, Microsoft Dynamics SL, Sage Intacct, Sage 100, Sage 300, Sage 500, Sage X3, SAP Business One, SAP ByDesign, Acumatica, Netsuite and others.

In analyses where budgets or forecasts are used, the planning data most often originates from in-house Excel spreadsheet models or from professional corporate performance management (CPM/EPM) solutions.

What Tools are Typically used for Reporting, Planning and Dashboards?

Examples of business software used with the data and ERPs mentioned above are:

  • Native ERP report writers and query tools
  • Spreadsheets (for example Microsoft Excel)
  • Corporate Performance Management (CPM) tools (for example Solver)
  • Dashboards (for example Microsoft Power BI and Tableau)

Corporate Performance Management (CPM) Cloud Solutions and More Examples

Example of a Profit & Loss Consolidation Report for a Distribution Company

What is a Profit & Loss Consolidation Report for a Distribution Company?

Profit & loss (P&L) consolidation reports are considered important month-end analysis tools for multi-entity distribution companies and are used by the office of finance to provide executives with a side-by-side and consolidated view of their business units. Some of the main functionality in this type of report is that it dynamically lists subsidiaries across the columns with an aggregate total in the far right column. The user can run the report for any month and scenario (actual, budget or forecast). The rows show account level revenues, expenses and profit figures along with sub-totals. You find an example of this type of report below.

Purpose of Profit & Loss Consolidating Reports

Distribution businesses use Profit & Loss Consolidating Reports to help executives benchmark the financial results of their business units as well as analyze consolidated figures. When used as part of good business practices in Financial Planning & Analysis (FP&A) departments, a company can improve its corporate-level decisions and agility, and it can reduce the chances that individual subsidiary performance issues go unnoticed in corporate meetings or during self-service analysis.

Profit & Loss Consolidating Report Example

Here is an example of a Consolidating Profit & Loss Report.

Example of a Profit & Loss Consolidation Report for a Distribution Company

Example of a Profit & Loss Consolidation Report for a Distribution Company

You can find hundreds of additional examples here

Who Uses This Type of Report?

The typical users of this type of report are: Boards, executive teams, CFOs and controllers.

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

Progressive Financial Planning & Analysis (FP&A) departments sometimes use several different Profit & Loss Consolidating Reports, along with  P&L trend reports, balance sheets and cash flow statements, financial KPI dashboards and other management and control tools.

Where Does the Data for Analysis Originate From?

The Actual (historical transactions) data typically comes from enterprise resource planning (ERP) systems like: Microsoft Dynamics 365 (D365) Finance, Microsoft Dynamics 365 Business Central (D365 BC), Microsoft Dynamics AX, Microsoft Dynamics NAV, Microsoft Dynamics GP, Microsoft Dynamics SL, Sage Intacct, Sage 100, Sage 300, Sage 500, Sage X3, SAP Business One, SAP ByDesign, Acumatica, Netsuite and others.

In analyses where budgets or forecasts are used, the planning data most often originates from in-house Excel spreadsheet models or from professional corporate performance management (CPM/EPM) solutions.

What Tools are Typically used for Reporting, Planning and Dashboards?

Examples of business software used with the data and ERPs mentioned above are:

  • Native ERP report writers and query tools
  • Spreadsheets (for example Microsoft Excel)
  • Corporate Performance Management (CPM) tools (for example Solver)
  • Dashboards (for example Microsoft Power BI and Tableau)

Corporate Performance Management (CPM) Cloud Solutions and More Examples

Example of an Profit & Loss Variance Report for a Distribution Company

What is a Profit & Loss Variance Report for a Distribution Company?

Profit & loss (P&L) variance reports are considered essential monthly performance monitoring tools and are used by the office of finance to provide distribution executives with a concise view of prior month and year-to-date (YTD) results. Some of the main functionality in this type of report is that it gives the user a quick view of P&L KPIs followed by a detailed, comparative view of revenues, expenses and profit margins. The metrics and charts on the top of the report help highlight revenues, profit, profit margin and revenue per employee. The columns provides comparison of monthly and YTD figures for the current year versus the prior year, with the colored arrows serving as indicators of significant variances. You find an example of this type of report below.

Purpose of Profit & Loss Variance Reports

Distribution businesses use Profit & Loss Variance Reports to help executives quickly understand monthly and current year performance and to put it in perspective by comparing it to prior year figures. When used as part of good business practices in Financial Planning & Analysis (FP&A) departments, a company can improve its strategic decisions and agility, and it can reduce the chances that important variances go undetected for longer periods of time.

Profit & Loss Variance Report Example

Here is an example of a Modern Profit & Loss Report with KPI charts and variance analysis.

Example of an Profit & Loss Variance Report for a Distribution Company

Example of an Profit & Loss Variance Report for a Distribution Company

You can find hundreds of additional examples here

Who Uses This Type of Report?

The typical users of this type of report are: Boards, executive teams, CFOs and controllers.

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

Progressive Financial Planning & Analysis (FP&A) departments sometimes use several different Profit & Loss Variance Reports, along with  P&L trend reports, balance sheets and cash flow statements, financial KPI dashboards and other management and control tools.

Where Does the Data for Analysis Originate From?

The Actual (historical transactions) data 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 Inventory Analysis Report with Drill Down to Sales Orders

What is an Inventory Analysis Report with Drill Down to Sales Orders?

Inventory Analysis Report with links to sales orders are considered inventory optimization tools and are used by purchasing and inventory managers to carefully watch inventory levels and related orders from customers. Some of the main functionality in this type of report is that it is parameter-based and the user can run it with a variety of filters to see exactly the data they are looking for. The report can also be scheduled to automatically run with email distribution or for display on e.g. a monitor. It shows key data like: Inventory value, Quantity on hand, Customer orders, Quantity available, Min/Max levels with red color for low alert and green for ok, Inventory minimum notification level, and 30 day forecast. These metrics are shown by supplier, Item class Item, and distribution center. One of the the key valuable features of the report is that the user can drill down on any Customer Order figure and see the details of the underlying sales orders. This should be easy, convenient and a time saver for the user. You find an example of this type of report below.

Purpose of Inventory Analysis Reports with Drill-down to Sales Orders

Distribution businesses use Inventory Analysis Reports with Drill-down to Sales Orders to optimize and speed up inventory decisions. When used as part of good business practices in Financial Planning & Analysis (FP&A), warehousing, purchasing and sales departments, a company can improve its revenues, reduce carrying costs and increase profits, and it can reduce the chances that managers sub-optimize profits due to poor visibility into supply and demand.

Inventory Analysis Report Example

Here is an example of an Inventory Analysis Report with alerts and direct drill down to underlying sales orders.

Example of an Inventory Analysis Report with Drill Down to Sales Orders

Example of an Inventory Analysis Report with Drill Down to Sales Orders

You can find hundreds of additional examples here

Who Uses This Type of Report?

The typical users of this type of report are: Sales executives, inventory managers, purchasing managers and analysts.

Other Reports Often Used in Conjunction with Inventory Analysis Reports

Progressive Financial Planning & Analysis (FP&A), warehousing, purchasing and sales departments sometimes use several different inventory  reports, along with  sales transaction reports, inventory dashboards, sales forecasts, sales budgets, supplier rating reports and other management and control tools.

Where Does the Data for Analysis Originate From?

The Actual (historical transactions) data comes from enterprise resource planning (ERP) systems like: Microsoft Dynamics 365 (D365) Finance, Microsoft Dynamics 365 Business Central (D365 BC), Microsoft Dynamics AX, Microsoft Dynamics NAV, Microsoft Dynamics GP, Microsoft Dynamics SL, Sage Intacct, Sage 100, Sage 300, Sage 500, Sage X3, SAP Business One, SAP ByDesign, Acumatica, Netsuite and others.

In analyses where budgets or forecasts are used, the planning data most often originates from in-house Excel spreadsheet models or from professional corporate performance management (CPM/EPM) solutions.

What Tools are Typically used for Reporting, Planning and Dashboards?

Examples of business software used with the data and ERPs mentioned above are:

  • Native ERP report writers and query tools
  • Spreadsheets (for example Microsoft Excel)
  • Corporate Performance Management (CPM) tools (for example Solver)
  • Dashboards (for example Microsoft Power BI and Tableau)

Corporate Performance Management (CPM) Cloud Solutions and More Examples

Example of a Sales by Product Report for a Distribution Company

What is a Sales by Product Report?

Product sales reports are considered sales analysis tools for items and product groups and are used by sales executives and analysts to review variances and trends by detailed product and class. Some of the main functionality in this type of report is that it is parameter-driven and the user can run it for any time period. Items are listed down the rows and they are grouped by item (product) class. The columns show sales for current month, same period last year and variances. Each of the year-to-date (YTD) columns can be expanded to see sales by individual month. The far right columns shows YTD actual versus plan (budget or forecast). The colored arrows act as easy to see indicators of positive and negative variances. At the bottom of the report the user can use the charts to analyze the same metrics as listed in the report section above. You find an example of this type of report below.

Purpose of Product Sales Reports

Distribution businesses use Product Sales Reports to track trends and variances in detailed product sales. When used as part of good business practices in Financial Planning & Analysis (FP&A), purchasing and sales departments, a company can improve its sales and product strategies, and it can reduce the chances that product outliers are not quickly detected in order to make timely decisions.

Product Sales Report Example

Here is an example of a Product Sales Report with item detail and trend analysis.

Example of a Sales by Product Report for a Distribution Company

Example of a Sales by Product Report for a Distribution Company

You can find hundreds of additional examples here

Who Uses This Type of Report?

The typical users of this type of report are: Sales executives, product managers, purchasing managers and analysts.

Other Reports Often Used in Conjunction with Product Sales Reports

Progressive Financial Planning & Analysis (FP&A), purchasing and sales departments sometimes use several different Product Sales Reports, along with  sales transaction reports, customer and territory sales reports, sales dashboards, sales forecasts, sales budgets, inventory reports, 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 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

Example of a Sales by Customer Report for a Distribution Company

What is a Sales by Customer Report for a Distribution Company?

Customer sales reports with breakout by product group are considered critical revenue analysis tools and are used by sales executives and analysts to get a detailed picture of who is buying what and where, and how this has changed over time. Some of the main functionality in this type of report is that it is parameter-driven and the user can run it for any time period. Customers are listed down the rows and they are grouped into domestic and international categories. Major product groups are listed across the columns with each one containing actual monthly sales, sales for the same month in the prior year, variance % and variance amount. The colored arrows act as easy to see indicators of positive and negative variances. You find an example of this type of report below.

Purpose of Sales by Customer Reports

Distribution businesses use Sales by Customer Reports to easily detect year over year variances in how much- and which product types customers are buying. When used as part of good business practices in a Financial Planning & Analysis (FP&A) and sales department, a company can improve its go-to-market strategies, and it can reduce the chances that customer or product outliers are not quickly detected in order to make timely decisions.

Sales by Customer Report Example

Here is an example of a Customer Sales Report with product detail and variance analysis.

Example of a Sales by Customer Report for a Distribution Company

Example of a Sales by Customer Report for a Distribution Company

You can find hundreds of additional examples here

Who Uses This Type of Report?

The typical users of this type of report are: Sales executives, account managers, territory managers, product managers and analysts.

Other Reports Often Used in Conjunction with Sales by Customer Reports

Progressive Financial Planning & Analysis (FP&A) and sales departments sometimes use several different Sales by Customer Reports, along with  sales transaction reports, sales dashboards, sales forecasts, sales budgets, profit & loss reports and other management and control tools.

Where Does the Data for Analysis Originate From?

The Actual (historical transactions) data typically comes from enterprise resource planning (ERP) systems like: Microsoft Dynamics 365 (D365) Finance, Microsoft Dynamics 365 Business Central (D365 BC), Microsoft Dynamics AX, Microsoft Dynamics NAV, Microsoft Dynamics GP, Microsoft Dynamics SL, Sage Intacct, Sage 100, Sage 300, Sage 500, Sage X3, SAP Business One, SAP ByDesign, Acumatica, Netsuite and others.

In analyses where budgets or forecasts are used, the planning data most often originates from in-house Excel spreadsheet models or from professional corporate performance management (CPM/EPM) solutions.

What Tools are Typically used for Reporting, Planning and Dashboards?

Examples of business software used with the data and ERPs mentioned above are:

  • Native ERP report writers and query tools
  • Spreadsheets (for example Microsoft Excel)
  • Corporate Performance Management (CPM) tools (for example Solver)
  • Dashboards (for example Microsoft Power BI and Tableau)

Corporate Performance Management (CPM) Cloud Solutions and More Examples

Example of a Transportation Carrier Monthly Trend Dashboard

What is a Transportation Carrier Monthly Trend Dashboard?

Carrier trend dashboards are considered valuable monthly analysis tools and are used by analysts and logistics managers to look for important trends in transportation KPIs. Some of the main functionality in this type of dashboard is that it provides graphical trend analysis for six key carrier metrics. These include monthly seasonality and exceptions in: 1) Truck turnaround time (hours), 2) Average revenue per hour, 3) Truckload capacity utilized, 4) Transit time (hours), 5) Average revenue per mile, and 6) On time pickup. You find an example of this type of dashboard below.

Purpose of Monthly Trend Dashboards for Transportation Carriers

Distribution businesses use Trend Dashboards to analyze monthly seasonality and outliers. When used as part of good business practices in a Financial Planning & Analysis (FP&A) department, a company can improve its decision speed when important trends are discovered, and it can reduce the chances that managers don’t quickly notice problems and outliers amongst their carriers.

Monthly Trend Dashboard Example

Here is an example of a Monthly Trend Dashboard for Transportation Carriers to compare logistical KPIs.

Example of a Transportation Carrier Monthly Trend Dashboard

Example of a Transportation Carrier Monthly Trend Dashboard

You can find hundreds of additional examples here

Who Uses This Type of Dashboard?

The typical users of this type of dashboard are: Analysts, Logistics managers, transportation executives, COOs.

Other Dashboards Often Used in Conjunction with Monthly Trend Dashboards for Transportation Carriers

Progressive Financial Planning & Analysis (FP&A) departments sometimes use several different Monthly Trend Dashboards for Transportation Carriers, along with  inventory reports, demand forecasts, supplier reports, transportation rate forecasts, annual budgets and forecasts 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