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

How can Financial Dashboards Drive Faster and Better Decisions?

As CFOs increasingly become key advisors in the Monthly Reporting Process, they must rely on modern self-service corporate performance management (CPM) and business intelligence (BI) tools. Using interactive Financial Dashboards like the Profitability Comparison Dashboard template shown below enables them and users from the executive team and board to experience near real time profitability metrics that help drive faster and better decisions.

Who uses Profitability Comparison Dashboards and What are Some Key Analytical Features?

In today’s fast-paced business environment CFOs are under high pressure to supply end users like senior leaders and board members with timely and concise Financial Dashboards. Companies use key features like the ones below to support their users with effective analysis that helps drive profit maximization and growth tactics:

  • Comparative tables with Actual and Budget margins for Gross Profit, EBITDA, and Net Profit
  • Waterfall charts showing profit metrics by subsidiary and consolidated
  • Graphical comparison of Gross Profit vs Net Profit for Actual and Budget figures

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

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

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

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

A Brief Description of the Profitability Comparison Dashboard Template

Financial Dashboards like the one seen in the image above are interactive and parameter driven and typically contain sections with tables and charts with profit-related metrics. One of the important features that aid the user in the analysis process is the ability to easily compare Gross Profit, Net Profit and EBITDA across selected subsidiaries. Profitability Comparison Dashboards are often used in conjunction with profit trend and variance dashboards, KPI dashboards, profit & loss reports, and budget models.

Data Integration to Transaction Systems

Most organizations these days want automated and streamlined planning, reporting and analysis. However, many of the benefits described earlier rely on best of breed Corporate Performance Management (CPM) tools and/or Business Intelligence (BI) capabilities as well as data marts or data warehouses that use pre-built integrations to the organization’s ERP system. Oftentimes, they also need integrations to other key data sources like CRM, subscription systems, payroll tools, etc.

Modern, cloud-based ERPs like Microsoft Dynamics 365 Finance (D365 Finance), Microsoft Dynamics 365 Business Central (D365 BC), Sage Intacct, Acumatica, Netsuite and SAP have robust APIs which allow for dynamic integrations to CPM and BI tools that are fully automated and flexible to run on a schedule or on-demand.

Additional Resources to Aid with Research of Templates, CPM and BI Tools

Example of an 8 Quarter Rolling KPI Dashboard to Streamline the Monthly Reporting Process

How can Financial Dashboards Drive Faster and Better Decisions?

As CFOs increasingly become key advisors in the Monthly Reporting Process, they must rely on modern self-service corporate performance management (CPM) and business intelligence (BI) tools. Using interactive Financial Dashboards like the 8 Quarter Rolling KPI Dashboard template shown below enables them and users from the leadership team to experience near real time key performance indicator (KPI) trend analysis that help drive faster and better decisions.

Who uses 8 Quarter Rolling KPI Dashboards and What are Some Key Analytical Features?

In today’s fast-paced business environment, CFOs are under high pressure to supply end users like executives and board members with timely and concise Financial Dashboards. Companies use key features like the ones below to support their users with effective analysis that serves as important enablers for their decision-makers:

  • KPI tables with metrics for Revenue, Gross Profit, EBITDA, Current Ratio, Debt to Asset Ratio, and Debt to Equity Ratio
  • Waterfall charts showing aggregate profit & loss metrics for the past eight quarters
  • Quarterly column charts comparing P&L and Balance Sheet metrics while also showing trends

The 8 Quarter Rolling KPI Dashboard template can be used as a key element of the Monthly Reporting process:

Example of an 8 Quarter Rolling KPI Dashboard to Streamline the Monthly Reporting Process

Example of an 8 Quarter Rolling KPI Dashboard to Streamline the Monthly Reporting Process

The 8 Quarter Rolling KPI Dashboard is a ready-to-use Financial Dashboard from the Solver Marketplace.

A Brief Description of the 8 Quarter Rolling KPI Dashboard Template

Financial Dashboards like the one seen in the image above are interactive and parameter driven and typically contain sections with charts and indicators for the selected KPIs. One of the important features that aid the user in the analysis process is the ability to select parameters such as year, period and company and immediately see charts update with trend analysis. 8 Quarter Rolling KPI Dashboards are often used in conjunction with p&l, balance sheet and cash flow reports, variance dashboards, and KPI target 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 48 Month KPI Trend Dashboard to Streamline the Monthly Reporting Process

How can Financial Dashboards Drive Faster and Better Decisions?

As CFOs increasingly become key players in the Monthly Reporting Process, they must rely on modern self-service corporate performance management (CPM) and business intelligence (BI) tools. Using interactive Financial Dashboards like the 48 Month KPI Trend Dashboard template shown below enables them and users from the executive team to experience near real time financial trend analysis that help drive faster and better decisions.

Who uses 48 Month KPI Trend Dashboards and What are Some Key Analytical Features?

In today’s fast-paced business environment, CFOs are under high pressure to supply end users like executives and board members with timely and concise Financial Dashboards. Companies use key features like the ones below to support their users with effective analysis that helps drive faster and more informed decisions:

  • Side-by-side, annual trend comparison of three important balance sheet ratios
  • Monthly trends charts with budget and four years of history for revenue and profitability metrics
  • Automated full year revenue and profit estimate based on actual year-to-date plus budget/forecast for the remainder of the year

The 48 Month KPI Trend Dashboard template can be used as a key element of the Monthly Reporting process:

Example of a 48 Month KPI Trend Dashboard to Streamline the Monthly Reporting Process

Example of a 48 Month KPI Trend Dashboard to Streamline the Monthly Reporting Process

The 48 Month KPI Trend Dashboard is a ready-to-use Financial Dashboard from the Solver Marketplace.

A Brief Description of the 48 Month KPI Trend Dashboard Template

Financial Dashboards like the one seen in the image above are interactive and parameter driven and typically contain sections with current ratio, debt-to-equity ratio and debt-to-asset ratio analysis along with revenue, gross profit and EBITDA KPIs. One of the important features that aid the user in the analysis process is the ability to select parameters such as year, period and company and immediately see charts update with trend analysis. 48 Month KPI Trend Dashboards are often used in conjunction with profit & loss and balance sheet financial statements and dashboards, budgeting and forecasting models.

Data Integration to Transaction Systems

Most organizations these days want automated and streamlined planning, reporting and analysis. However, many of the benefits described earlier rely on best of breed Corporate Performance Management (CPM) tools and/or Business Intelligence (BI) capabilities as well as data marts or data warehouses that use pre-built integrations to the organization’s ERP system. Oftentimes, they also need integrations to other key data sources like CRM, subscription systems, payroll tools, etc.

Modern, cloud-based ERPs like Microsoft Dynamics 365 Finance (D365 Finance), Microsoft Dynamics 365 Business Central (D365 BC), Sage Intacct, Acumatica, Netsuite and SAP have robust APIs which allow for dynamic integrations to CPM and BI tools that are fully automated and flexible to run on a schedule or on-demand.

Additional Resources to Aid with Research of Templates, CPM and BI Tools