Tag Archive for: Dynamics 365

Marketing Campaign Profitability Report Example

Marketing Campaign Profitability Report for Sage Intacct and CRM

What is a Marketing Campaign Profitability Report? A Marketing Campaign Profitability Report stands as a valuable instrument that merges financial and marketing analysis to provide valuable insights into the effectiveness of diverse marketing…
Marketing Campaign Profitability Report Example

Marketing Campaign Profitability Report for Dynamics 365 Business Central and CRM

What is a Marketing Campaign Profitability Report? A Marketing Campaign Profitability Report is a valuable tool that combines financial and marketing analysis to offer insights into the effectiveness of various marketing initiatives. It…
Top Sales Opportunities KPI Report Example

Top Sales Opportunities KPI Report for Acumatica

What is a Top Sales Opportunities KPI Report? A Top Sales Opportunities KPI Report stands as a crucial instrument for scrutinizing a sales pipeline. It is frequently utilized by sales managers and account executives to gain a swift overview…
Top Sales Opportunities KPI Report Example

Top Sales Opportunities KPI Report for Sage Intacct

What is a Top Sales Opportunities KPI Report? A Top Sales Opportunities KPI Report is a crucial tool for evaluating a sales pipeline, regularly utilized by sales managers and account executives to quickly assess the most promising deals…
Top Sales Opportunities KPI Report Example

Top Sales Opportunities KPI Report for Dynamics 365 Business Central

What is a Top Sales Opportunities KPI Report? A Top Sales Opportunities KPI Report serves as a pivotal tool for analyzing a sales pipeline. It is frequently employed by sales managers and account executives to gain a quick overview of the…
Marketing Campaign Analysis Report Example

Marketing Campaign Analysis Report for Companies using Acumatica

What is a Marketing Campaign Analysis Report? A Marketing Campaign Analysis Report plays a pivotal role in the field of marketing analytics. Marketing professionals and campaign managers frequently employ these reports to assess and compare…
Marketing Campaign Analysis Report Example

Marketing Campaign Analysis Report for Companies using Sage Intacct

What is a Marketing Campaign Analysis Report? A Marketing Campaign Analysis Report plays a pivotal role in the world of marketing analytics. This essential tool is regularly used by marketing executives and campaign managers to assess and…
Marketing Campaign Analysis Report Example

Marketing Campaign Analysis Report for Companies using Dynamics 365 Business Central

What is a Marketing Campaign Analysis Report? A Marketing Campaign Analysis Report serves as a fundamental tool within the realm of marketing analytics. Marketing executives and campaign managers frequently employ these reports to evaluate…
Subscription Revenue Trend by Customer Report Example

Subscription Revenue Trend by Customer Report for Acumatica

What is a Subscription Revenue Trend by Customer Report? The Customer-Centric Subscription Revenue Trend Report plays a pivotal role in analyzing recurring revenue streams, serving as an invaluable resource for sales managers and accountants…
Subscription Revenue Trend by Customer Report Example

Subscription Revenue Trend by Customer Report for Sage Intacct

What is a Subscription Revenue Trend by Customer Report? What exactly is a Customer-Centric Subscription Revenue Trend Report? This report plays a pivotal role in analyzing continuous revenue streams and proves invaluable for sales managers…
Subscription Revenue Trend by Customer Report Example

Subscription Revenue Trend by Customer Report for Dynamics 365 Business Central

What is a Subscription Revenue Trend by Customer Report? A Customer-Centric Subscription Revenue Trend Report is a vital tool in the analysis of recurring income streams. It serves as a valuable resource for sales managers and accountants,…
Quarterly Trend Report for Subscription Revenue Example

Quarterly Subscription Revenue Trend Report for Acumatica

What is a Quarterly Trend Report for Subscription Revenue? A Quarterly Subscription Revenue Trend Report is an indispensable analytical tool that is widely utilized by sales managers and executives to evaluate the growth patterns of subscription-based…
Quarterly Trend Report for Subscription Revenue Example

Quarterly Subscription Revenue Trend Report for Sage Intacct

What is a Quarterly Trend Report for Subscription Revenue? Quarterly subscription revenue trend reports are indispensable analytical tools that hold immense value for sales managers and executives seeking to understand the multi-year growth…
Quarterly Trend Report for Subscription Revenue Example

Quarterly Subscription Revenue Trend Report for Dynamics 365 Business Central

What is a Quarterly Trend Report for Subscription Revenue? Quarterly trend reports for recurring revenue are invaluable analytical tools, frequently leveraged by sales managers and executives to assess the multi-year growth patterns of their…
Recurring Revenue and Churn Analysis Report Example

Recurring Revenue and Churn Analysis Report for Acumatica

What is a Recurring Revenue and Churn Analysis Report? Recurring revenue and churn analysis reports are essential instruments in the realm of subscription management. They are frequently wielded by sales managers and accountants to closely…
Recurring Revenue and Churn Analysis Report Example

Recurring Revenue and Churn Analysis Report for Sage Intacct

What is a Recurring Revenue and Churn Analysis Report? Recurring Revenue and Churn Analysis Reports represent essential instruments in the realm of subscription management, frequently employed by sales managers and accountants to oversee…
Recurring Revenue and Churn Analysis Report Example

Recurring Revenue and Churn Analysis Report for Dynamics 365 Business Central

What is a Recurring Revenue and Churn Analysis Report? Recurring revenue and churn analysis reports serve as invaluable tools for subscription management, frequently harnessed by sales managers and accountants to monitor critical customer…
Subscription Revenue by Product Report Example

Subscription Revenue by Product Report for Acumatica

What is a Subscription Revenue by Product Report? A Subscription Revenue by Product Report represents a vital analytical instrument frequently employed by product managers and sales executives for evaluating product performance within a…
Subscription Revenue by Product Report Example

Subscription Revenue by Product Report for Sage Intacct

What is a Subscription Revenue by Product Report? A Subscription Revenue by Product Report represents a valuable analytical tool frequently employed by product managers and sales executives to evaluate the performance of products within…
Subscription Revenue by Product Report Example

Subscription Revenue by Product Report for Dynamics 365 Business Central

What is a Subscription Revenue by Product Report? A Subscription Revenue by Product Report is a valuable analytical tool frequently utilized by product managers and sales executives to assess product performance within a subscription-based…
Subscription Revenue by Customer Report Example

Subscription Revenue by Customer Report for Acumatica

What is a Subscription Revenue by Customer Report? A Customer-Centric Subscription Revenue Report, often classified as a customer-focused analysis, serves as a valuable resource for sales managers aiming to dissect their monthly sales performance…
Subscription Revenue by Customer Report Example

Subscription Revenue by Customer Report for Sage Intacct

What is a Subscription Revenue by Customer Report? A Subscription Revenue by Customer Report, often categorized as a customer-centric analysis, is a valuable resource for sales managers aiming to delve into their monthly sales performance…
Subscription Revenue by Customer Report Example

Subscription Revenue by Customer Report for Dynamics 365 Business Central

What is a Subscription Revenue by Customer Report? A Subscription Revenue by Customer Report, often categorized as a customer-centric report, serves as a valuable tool for sales managers seeking to dissect their monthly sales performance…
Example of a 5 Year P&L Forecast to Streamline the Forecasting Process

Using 5 Year P&L Forecasts to Streamline the Planning Process

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How can Forecast Input Forms Drive Faster and Better Decisions? As Budget Managers increasingly become key advisors in the Forecasting Process, they must rely on modern self-service corporate performance management (CPM) and business intelligence…
Example of a 12 Month Rolling P&L Forecast to Streamline the Forecasting Process

Using 12 Month Rolling P&L Forecasts to Streamline the Planning Process

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How can Forecast Input Forms Drive Faster and Better Decisions? As Budget Managers increasingly become key innovators in the Forecasting Process, they must rely on modern self-service corporate performance management (CPM) and business intelligence…
Example of a Basic YTD Trial Balance Report to Streamline the Monthly Reporting Process

Using Basic Year-to-Date Trial Balance Reports to Streamline the Monthly Reporting Process

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How can Control Reports Drive Faster and Better Decisions? As Corporate Controllers increasingly become key advisors in the Monthly Reporting Process, they must rely on modern self-service corporate performance management (CPM) and business…
Example of a Gross Margin Trend Analysis Report to Streamline the Monthly Reporting Process

Using Gross Margin Trend Analysis Reports to Streamline the Monthly Reporting Process

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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…
Example of a Balance Sheet Lead Schedule Report to Streamline the Month End Close Process

Using Balance Sheet Lead Schedule Reports to Streamline the Month End Close Process

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How can Reconciliation Reports Drive Faster and Better Decisions? As Controllers increasingly become key innovators in the Month End Close Process, they must rely on modern self-service corporate performance management (CPM) and business…
Example of an Accounts Receivable Spending Trend By Customer Report to Streamline the AR Analysis Process

Using Accounts Receivable Spending Trend By Customer Reports to Streamline the AR Process

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How can AR Reports Drive Faster and Better Decisions? As AR Managers increasingly become key advisors in accounting process improvement initiatives, they must rely on strong operational and financial reporting tools. Using interactive AR…
Example of an Executive Dashboard with Financial KPIs to Streamline the Monthly Analysis Process

Using Executive Dashboards with Financial KPIs to Streamline the Monthly Analysis Process

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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…