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Example of a Gross Margin Trend Analysis Report 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 Profitability Analysis like the Gross Margin Trend Analysis Report template shown below enables them and users from the executive teams to experience near real time revenues, cost of sales, gross profit and gross margin insights that help drive faster and better decisions.

Who uses Gross Margin Trend Analysis 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 the management team and board members with timely and concise Profitability Analysis. Companies use key features like the ones below to support their users with effective analysis that helps drive better insights into trends that influence margins and profitability:

  • Summary view of the gross margin for executive and board level updates.
  • Graphical and reporting views of gross margin for the preceding 14 month periods.
  • Analysis of Current YTD Actual Revenue, Current YTD Actual COGS, Gross Profit, and Gross Margin

The Gross Margin Trend Analysis Report template can be used as a key element of the Monthly Reporting process:

Example of a Gross Margin Trend Analysis Report to Streamline the Monthly Reporting Process

Example of a Gross Margin Trend Analysis Report to Streamline the Monthly Reporting Process

The Gross Margin Trend Analysis Report is a ready-to-use Profitability Analysis template from the Solver Marketplace.

A Brief Description of the Gross Margin Trend Analysis Report

Profitability Analysis reports like the one seen in the image above are interactive and parameter driven and typically contain sections with charts and data . One of the important features that aid the user in the analysis process is the ability to easily see a graphical 14 month rolling view of gross margins. Gross Margin Trend Analysis Reports are often used in conjunction with rolling trended balance sheets and profit & loss reports, gross margin dashboards, cost and revenue analysis reports, sales reports, revenue and margin 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 Balance Sheet Lead Schedule Report to Streamline the Month End Close Process

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 intelligence (BI) tools. Using interactive Reconciliation Reports like the Balance Sheet Lead Schedule Report template shown below enables them and users from the accounting teams to experience near real time balance sheet reconciliation that help deliver accurate numbers that drive faster and better decisions.

Who uses Balance Sheet Lead Schedule Reports and What are Some Key Analytical Features?

In today’s fast-paced business environment, Controllers are under high pressure to supply end users like accountants and reporting managers with timely and concise Reconciliation Report. Companies use key features like the ones below to support their users with effective analysis that helps drive improved accuracy of financial statements and KPIs:

  • First page: Full balance sheet with current year, last year and variances
  • Following pages: Account level detail by GL account category. Totals check against the balance sheet on page 1
  • Parameters provides easy execution by year, period and company

The Balance Sheet Lead Schedule Report template can be used as a key element of the Month End Close process:

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

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

The Balance Sheet Lead Schedule Report is a ready-to-use Reconciliation Report from the Solver Marketplace.

A Brief Description of the Balance Sheet Lead Schedule Report Template

Reconciliation Reports like the one seen in the image above are interactive and parameter driven and typically contain multiple pages with a professional Balance Sheet on tab 1 with each account category automatically generated on the other tabs. One of the important features that aid the user in the analysis process is the ability to easily navigate the detailed balance sheet lead schedule layout to simply control and data correctness. Balance Sheet Lead Schedule Reports are often used in conjunction with trended balance sheets, profit & loss reports, trial balances, and inter-company 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 an Accounts Receivable Spending Trend By Customer Report to Streamline the AR Analysis Process

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 Reports like the Accounts Receivable Spending Trend By Customer template shown below enables them and other users from the accounting and FP&A teams to experience near real time receivables trend analysis by month and by customer that help drive faster and better decisions.

Who uses Accounts Receivable Trend Reports and What are Some Key Analytical Features?

In today’s fast-paced business environment, AR Managers are under high pressure to supply end users like AR staff and controllers with timely and concise reports. Companies use key features like the ones below to support their users with effective analysis that helps drive improved purchase planning, rate negotiations, and cash flow forecasting:

  • Receivables balances by customer
  • 13 month rolling AR trend detail with totals
  • Parameters with easy filtering by customer, business unit and period

The Accounts Receivable Spending Trend By Customer template can be used as a key element of the  process:

Example of an Accounts Receivable Spending Trend By Customer Report to Streamline the AR Analysis Process

Example of an Accounts Receivable Spending Trend By Customer Report to Streamline the AR Analysis Process

The Accounts Receivable Spending Trend By Customer template is a ready-to-use AR Report from the Solver Marketplace.

A Brief Description of the Accounts Receivable Spending Trend By Customer Template

AR Reports like the one seen in the image above are interactive and parameter driven and typically contain sections with transactional detail with totals by month and customer. One of the important features that aid the user in the analysis process is the ability to drive improved purchase planning, rate negotiations, and cash flow forecasting. Accounts Receivable Spending Trend By Customer reports are often used in conjunction with AR dashboards, cash flow reports, trended balance sheets, 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 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 a Gross Margin Analysis Report with Benchmarking Across Subsidiaries to Streamline the Monthly Reporting Process Benchmarking Across Subsidiaries is a ready-to-use Profitability Analysis Template from the Solver Marketplace

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 Profitability Reports like the Gross Margin (GM) Analysis with Benchmarking Across Subsidiaries template shown below enables them and users from the FP&A teams and executives to experience near real time understanding of revenues, costs of sales and gross profit that help drive faster and better decisions.

Who uses Gross Margin with Cross-Subsidiary Benchmarking 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 financial analysts with timely and concise Profitability Analysis. Companies use key features like the ones below to support their users with effective analysis that helps drive better focus on under- and over-performing locations:

  • Chart with comparison of each subsidiary’s GM to the average of all selected locations
  • Report section with gross margin per location and drill down to the underlying drivers (revenue and cost of sales)
  • Variance analysis with traffic lights to highlight monthly and year-to-date (YTD) variance of actuals versus budget and last year

The Gross Margin Analysis with Benchmarking Across Subsidiaries template can be used as a key element of the Monthly Reporting process:

Example of a Gross Margin Analysis Report with Benchmarking Across Subsidiaries to Streamline the Monthly Reporting Process

Example of a Gross Margin Analysis Report with Benchmarking Across Subsidiaries to Streamline the Monthly Reporting Process

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(screenshot picture name for Google) ->  The Gross Margin Analysis Report with Benchmarking Across Subsidiaries is a ready-to-use Profitability Analysis Template from the Solver Marketplace.

A Brief Description of the Gross Margin Analysis with Benchmarking Across Subsidiaries Template

Profitability Analysis like the one seen in the image above are interactive and parameter driven and typically contain sections with metrics and charts that compare each location’s gross margin to the benchmark average. One of the important features that aid the user in the analysis process is the ability to visually see a side-by-side comparison of GM per location and versus the average. Gross Margin Analysis with Benchmarking Across Subsidiaries reports are often used in conjunction with profit & loss reports, variance and trend reports, gross margin dashboards, KPI dashboards, gross margin 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 a Gross Margin Analysis Report with Monthly Variances and Trends 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 Profitability Analysis tools like the Gross Margin Analysis Report shown below enables them and users from the FP&A teams and executives to experience near real time insight to profitability with drill down to the underlying revenue and costs of sales metrics that help drive faster and better decisions.

Who uses Gross Margin Analysis Reports with Monthly 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 executives and financial analysts with timely and concise Profitability Analysis. Companies use key features like the ones below to support their users with effective updates that helps drive better expense control and improved profitability:

  • Monthly, year-to-date and full year gross margin figures with traffic lights to highlight variances
  • Charts to easily compare current year to budget and last year financials
  • Report to analyze variances by drilling down to GL accounts and transaction detail

The Gross Margin Analysis with Monthly Variances and Trends template can be used as a key element of the Monthly Reporting process:

Example of a Gross Margin Analysis Report with Monthly Variances and Trends to Streamline the Monthly Reporting Process

Example of a Gross Margin Analysis Report with Monthly Variances and Trends to Streamline the Monthly Reporting Process

The Gross Margin Analysis with Monthly Variances and Trends Report is a ready-to-use Profitability Analysis template from the Solver Marketplace.

A Brief Description of the Gross Margin Analysis with Monthly Variances and Trends Template

Profitability Analysis templates like the one seen in the image above are interactive and parameter driven and typically contain sections with graphical charts and indicators as well as formatted report views. One of the important features that aid the user in the analysis process is the ability to get a powerful combination of summary Gross Margin metrics, traffic lights to highlight variances and charts to display trends. Gross Margin Analysis Reports are often used in conjunction with profit & loss reports, variance and trend reports, gross margin dashboards, 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