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Example of a Sales Report for Media Companies

What is a Sales Report for Media Companies?

Media Sales Reports are considered revenue analysis tools and are used by sales executives to analyze revenues across categories and subsidiaries/locations. Some of the main functionality in this type of report is that it shows sales by category, category group and company for any chosen period. Columns in the report include: The last four quarters with a total, total sales last year, variance amount and variance in percent. Each media category has sub-totals and everything is summarized to a grand total. You find an example of this type of report below.

Purpose of Consolidated Media Sales Reports

Media companies use Consolidated Media Sales Reports to get a clear picture of quarterly performance as well as revenue growth compared to prior year. When used as part of good business practices in Sales and Financial Planning & Analysis (FP&A) departments, a company can improve its marketing and sales strategies, and it can reduce the chances that managers make slow or no decisions due to lack of clear sales data.

Example of a Consolidated Media Sales Report

Here is an example of a Media Sales Report with details across categories and subsidiaries.

Example of a Sales Report for Media Companies

Example of a Sales Report for Media Companies

You can find hundreds of additional examples here

Who Uses This Type of Report?

The typical users of this type of report are: Executives, VP of Sales, Sales Managers, Budget Managers.

Other Reports Often Used in Conjunction with Consolidated Media Sales Reports

Progressive Sales and Financial Planning & Analysis (FP&A) departments sometimes use several different Consolidated Media Sales Reports, along with sales dashboards, sales forecasts, profit & loss reports, annual budgets, financial dashboards, 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 a Profit & Loss Variance Report for Media Companies

What is a Profit & Loss Variance Report for Media Companies?

Profit & Loss Variance Reports are considered monthly analysis tools and are used by executives and financial leaders to review profit margins and variances. Some of the main functionality in this type of report is that it is combines charts and a typical P&L layout with dynamic rows that automatically includes new general ledger (GL) accounts. The charts highlight KPIs for Revenues, Profit, Profit Margin, and Revenue per Employee. The detailed figures include: Actuals for the month, Actuals for the same month last year, Variance, Variance in percent, Budget for the current month with variances, Actual year-to-date (YTD) current year, and Actual year-to-date (YTD) prior year with variances. You find an example of this type of report below.

Purpose of Profit & Loss Variance Reports

Media companies use Profit & Loss Variance Reports to give managers a clear financial picture of the business and in an easily readable format. When used as part of good business practices in Executive and Financial Planning & Analysis (FP&A) departments, a company can improve its decision-making and grow related revenues, and it can reduce the chances that manager’s miss the “story” behind the numbers.

Example of a Profit & Loss Variance Report

Here is an example of a Profit & Loss Report with charts, traffic light indicators and a modern layout.

Example of a Profit & Loss Variance Report for Media Companies

Example of a Profit & Loss Variance Report for Media Companies

You can find hundreds of additional examples here

Who Uses This Type of Report?

The typical users of this type of report are: Board Members, CEOs and other executives, Financial Managers.

Other Reports Often Used in Conjunction with Profit & Loss Reports

Progressive Executive and Financial Planning & Analysis (FP&A) departments sometimes use several different Profit & Loss Reports, along with balance sheets, cash flow statements, profit & loss budgets, annual budgets, financial dashboards, 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 a Sales Forecast Model for Media Companies

What is a Sales Forecast Model for Media Companies?

Sales Forecast Models are considered planning tools and are used by sales and budget managers to estimate the revenue from subscriptions, advertising, etc. for the remainder of the year. Some of the main functionality in this type of input template is that it automatically displays the actual data for the historical months and opens the remainder periods of the year for input. The rows list the media categories (print copies, subscriptions, advertising, etc.) by media brand. The bottom of the form shows the grand total actual and forecasted revenues by month. You find an example of this type of input template below.

Purpose of Sales Forecast Input Models

Media companies use Sales Forecast Input Models to speed up and simplify data entry of sales forecasts. When used as part of good business practices in Sales and Financial Planning & Analysis (FP&A) departments, a company can improve its forecasting accuracy and related sales tactics, and it can reduce the chances that overspending that are caused by over-optimistic revenue plans occurs.

Example of a Sales Forecast Input Model

Here is an example of a Sales Forecast Input Template with actual data and data entry for remaining months of the year.

Example of a Sales Forecast Model for Media Companies

Example of a Sales Forecast Model for Media Companies

You can find hundreds of additional examples here

Who Uses This Type of Input template?

The typical users of this type of input template are: VP of Sales, Sales Managers, Budget Managers.

Other Reports Often Used in Conjunction with Sales Forecast Input Models

Progressive sales and Financial Planning & Analysis (FP&A) departments sometimes use several different Sales Forecast Input Models, along with profit & loss budgets, payroll budgets, capex budgets, variance reports, financial dashboards, budget 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 Weekly Project Status Report for Professional Services Organizations

What is a Weekly Project Status Report?

Weekly Project Status Reports are considered status tracking tools and are used by Project Managers (PMs) and Consulting Managers to display a quick status on each active project to give leaders internal dashboards and reports to show the overall health (e.g. green, yellow, red) across projects. Some of the main functionality in this type of report is that it can reduce or eliminate the need for other, manual project status tracking to give managers a quick health check on the company’s active projects. The report displays the status as a color (seen as the background color in the first columns) along with key project data. Fields to display can include: Client, Project status, Consulting, Light (status), PMO assigned, Consultant, Priority, Start date, and Last update. You find an example of this type of report below.

Purpose of Weekly Project Status Reports

Professional Services organizations use Weekly Project Status Reports to give service leaders a clear picture of the health of their delivery services. When used as part of good business practices in PMO and Consulting departments, a company can improve its ability to easily inform managers about project statuses across all clients to speed up tactical decisions, and it can reduce the chances that managers don’t notice important issues as early as possible.

Example of a Weekly Project Status Report

Here is an example of a Weekly Project Status Report with color coding and comments.

Example of a Weekly Project Status Report for Professional Services Organizations

You can find hundreds of additional examples here

Who Uses This Type of Report?

The typical users of this type of report are: Service Leaders, Project Managers, Consultants.

Other Reports Often Used in Conjunction with Weekly Project Status Report

Progressive PMO and Consulting departments sometimes use several different Weekly Project Status Report, along with Consultant billing reports, billing revenue dashboards, project dashboards, detailed project and summary reports, revenue forecast models, annual budget 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 Weekly Consulting Billing and Utilization Report for Professional Services Companies

What is  Weekly Consulting Billing and Utilization Report?

Consulting Utilization and Billing Reports are considered performance analysis tools and are used by Consulting Managers and Executives to analyze weekly, monthly and year-to-date (YTD) billing and utilization by consultant. Some of the main functionality in this type of report is that it it can be run for any week and based on this it will show hours, billing amount and utilization per person for the selected week, month and YTD. It also shows prior year YTD figures and variances. In the lower portion of the report it also shows the top 20 Customers, Top 20 Partners and Top 20 Non-billable Customers based on YTD billing amount. You find an example of this type of report below.

Purpose of Weekly Consulting Billing and Utilization Reports

Professional Services organizations use Weekly Billing and Utilization Reports to give consulting leaders a great weekly snapshot of billing activities and workload at a consultant level. When used as part of good business practices in PMO and Consulting departments, a company can improve its tactics related to utilization and billing, and it can reduce the chances that managers don’t take quick action on too low or too high utilization because they don’t have clear weekly reports.

Example of a Weekly Billing and Utilization Report

Here is an example of a Weekly Billing and Utilization Report with metrics by consultant and with Top 20 rankings for customers and partners.

Example of a Weekly Consulting Billing and Utilization Report for Professional Services Companies

Example of a Weekly Consulting Billing and Utilization Report for Professional Services Companies

You can find hundreds of additional examples here

Who Uses This Type of Report?

The typical users of this type of report are: Service Leaders, Project Managers, Consultants.

Other Reports Often Used in Conjunction with Weekly Billing and Utilization Reports

Progressive PMO and Consulting departments sometimes use several different Weekly Billing and Utilization Reports, along with billing and utilization dashboards, project dashboards, detailed project and summary reports, revenue forecast models, annual budget 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

Watch demo videos of reporting, planning and dashboards

Example of a Monthly Billing Trends by Consultant Report for Professional Services Companies

What is  Monthly Billing Trends by Consultant Report?

Monthly Billing Trend Reports are considered revenue and performance analysis tools and are used by Consulting Managers and Executives to look at multi-year billing trends, seasonality and budget variances. Some of the main functionality in this type of report is that it it can be run for any period and will dynamically display monthly data for the past five years as well as current year budget. All consultants with billings in any of the months will display down the rows, with a Total, Total Last Year, Budget, as well as Variances. There is a chart on the right side (not visible in the screenshot below) that shows the total billings for each consultant, and the chart at the bottom shows the total billings per month. Notice the tabs at the bottom of the report where Weekly Utilization is another report produced in the same report pack to allow for drill down to the current week. You find an example of this type of report below.

Purpose of Monthly Billing Trend Reports

Professional Services organizations use Monthly Billing Trend Reports to give services leaders a clear picture of monthly and annual fluctuations in billings both in total and down to the individual consultant level. When used as part of good business practices in PMO and Consulting departments, a company can improve its tactics related to utilization and billing analysis, and it can reduce the chances that managers don’t, as early as possible, notice important trends.

Example of a Monthly Billing Trend Report

Here is an example of a Monthly Billing Trend Report with revenue by consultant as well as multiple years of historical data.

Example of a Monthly Billing Trends by Consultant Report for Professional Services Companies

Example of a Monthly Billing Trends by Consultant Report for Professional Services Companies

You can find hundreds of additional examples here

Who Uses This Type of Report?

The typical users of this type of report are: Service Leaders, Project Managers, Consultants.

Other Reports Often Used in Conjunction with Monthly Billing Trend Reports

Progressive PMO and Consulting departments sometimes use several different Monthly Billing Trend Reports, along with consultant billing reports, billing revenue dashboards, project dashboards, detailed project and summary reports, revenue forecast models, annual budget 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 Time and Expense Summary Report by Client for Professional Services Companies

What is a Time and Expense Summary Report?

Time and Expense Summary Reports are considered operational analysis tools and are used by Project Managers (PMs) and Consulting Managers to get clear insight to both hours and client billing amount details. Some of the main functionality in this type of report is that it can be run for any date range and for one or many clients. In the latter case, each client report is dynamically generated on a separate tab in the report. The rows (not all are visible in the example below) include both out-of-pocket expenses as well as hours and billing amounts, all adding up to a summary at the bottom of the report. Each row section is sub-grouped by consultant working for the client. The columns include: Dates, descriptions, tasks, hours/quantity, rate and amount. You find an example of this type of report below.

Purpose of Time and Expense Summary by Client Reports

Professional Services organizations use Time and Expense Summary by Client Reports to enable clear analysis of hours and expenses associated with each client for the selected date range. When used as part of good business practices in PMO and Consulting departments, a company can improve its client strategies and planning, and it can reduce the chances that poor decisions are made because of lack of good and clear client reports.

Example of a Time and Expense Summary by Client Reports

Here is an example of a multi-tab Client Time & Expense Report with project expenses, hours and billable amounts.

Example of a Time and Expense Summary Report by Client for Professional Services Companies

Example of a Time and Expense Summary Report by Client for Professional Services Companies

You can find hundreds of additional examples here

Who Uses This Type of Report?

The typical users of this type of report are: Service Leaders, Project Managers, Consultants.

Other Reports Often Used in Conjunction with Time and Expense Summary by Client Reports

Progressive PMO and Consulting departments sometimes use several different Time and Expense Summary by Client Reports, along with consultant billing reports, client dashboards, detailed project and summary reports, project forecast models, annual budget 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 Project Hours by Consultant Report for Professional Service Companies

What is a Project Hours by Consultant Report?

Project Hours Reports are considered operational analysis tools and are used by Consulting Managers to get a detailed picture of hours delivered by week by consultant and project. Some of the main functionality in this type of report is that it dynamically displays hours by week across the columns and consultants grouped by project down the rows. Filters on the report include: Starting week of the report, year, and project managers. The report can include thresholds and if the number of hours pass these then the applicable cells will switch to a red color. The far right of the report (not visible in the example below) shows Total Hours and the bottom of the report shows total hours across all projects per employee. If the report is run for multiple project managers (PMs) these will each have their projects on a separate tab (see bottom of the report). The first tab shows the summary across all PMs. On a separate tab, the report also shows all projects that are on hold. You find an example of this type of report below.

Purpose of Project Hours Reports by Consultant Reports

Professional Services organizations use Project Hours Reports by Consultant Reports to get an exact idea of all delivered project hours both per PM and in aggregate. When used as part of good business practices in PMO and Consulting departments, a company can improve its resource and planning decisions because it can track and analyze delivery hours on a week by week basis both at the most granular level as well as in aggregate, and it can reduce the chances that potential issues go undetected due to lack of visibility to delivered hours.

Example of a Project Hours Reports by Consultant Report

Here is an example of a Project Hours Report with separate tabs for summary, projects by PM and projects on hold.

Example of a Project Hours by Consultant Report for Professional Service Companies

Example of a Project Hours by Consultant Report for Professional Service Companies

You can find hundreds of additional examples here

Who Uses This Type of Report?

The typical users of this type of report are: Service Leaders, Project Managers, Budget Managers.

Other Reports Often Used in Conjunction with Project Hours Reports by Consultant Reports

Progressive PMO and Consulting departments sometimes use several different Project Hours Reports by Consultant, along with KPI dashboards, consultant billing reports, client dashboards, project detailed and summary reports, project forecast models, annual budget 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 Forecast by Client and Consultant for Professional Services Companies

What is a Forecast by Client and Consultant?

Consultant Forecasting and Budgeting Models are considered revenue estimate- and resource planning tools and are used by Budgeting Managers and project leaders to enter forecasted hours by client and consultant for the remainder of the year. Some of the main functionality in this type of input form is that it gives consulting managers a online, database-driven template to input hourly estimates. Information seen in the example below includes: Client, Project Manager (PM) and Employee (consultant), Actual data year-to-date figures (this is read only and comes from the ERP system), data entry cells for the remaining months of the year with a grant total on the far right. At the bottom of the form (not visible in the screenshot) hours are aggregated to totals by employee and then multiplied with average hourly rates to show the grant total estimated service revenues for the year. You find an example of this type of input form below.

Purpose of a Forecast by Client and Consultant Input Forms

Professional Services organizations use Forecast by Client and Consultant Input Forms to create detailed forecasts or annual budgets using bottom-up input of hour estimates. The captured estimates can of course also be reused in actual vs estimate status reports and in higher level summary reports and dashboards. When used as part of good business practices in PMO and Consulting departments, a company can improve its internal forecasting and can maximize revenues with improved resource planning. It will also reduce the chances that inaccurate- or lack of hourly estimates leads to under- or overstaffing with resulting negative impact on the bottom line.

Example of a Forecast by Client and Consultant Input Form

Here is an example of a Client Project Estimate Form with input of hourly forecasts by client, PM and consultant.

Example of a Forecast by Client and Consultant for Professional Services Companies

Example of a Forecast by Client and Consultant for Professional Services Companies

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: Service Leaders, Project Managers, Budget Managers.

Other Reports Often Used in Conjunction with Forecast by Client and Consultant Input Forms

Progressive PMO and Consulting departments sometimes use several different Forecast by Client and Consultant Input Forms, along with KPI dashboards, consultant billing reports, client dashboards, project detailed and summary reports, project forecast models, annual budget 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 Client Project Estimate Template for Professional Services Companies

What is  Client Project Estimate Template for Professional Services Companies?

Client Estimate Models are considered project and resource planning tools and are used by project leaders and consultants to enter all key metrics related to a client project. Some of the main functionality in this type of input form is that it gives project managers a online, database-driven template to enter data to estimate and quote metrics like: 1) Comments/line item descriptions, 2) Lower and upper hour and cost estimates, and 3) Start date and end date. All of these inputs can be done at any level of detail with automated sub-totals and totals. The screen shot example below shows a few of these and many more are below and to the right of what is visible in the screenshot.. You find an example of this type of input form below.

Purpose of Client Estimate Input Forms

Professional Services organizations use Client Estimate Input Forms to capture all important metrics that go into a project estimate. These can then be reused in actual vs estimate status reports and in higher level summary reports and dashboards that go across any number of consultants and projects. When used as part of good business practices in PMO and Consulting departments, a company can improve its internal forecasting and resource planning as well as provide detailed backup for statement of works (SOWs) and client communication, and it can reduce the chances of cost or time overruns or inaccurate forecasts.

Example of a Client Estimate Input Form

Here is an example of a Client Project Estimate Form with comments, high/low hours and cost estimates.  Note, many details are not visible in the screenshots.

Example of a Client Project Estimate Template for Professional Services Companies

Example of a Client Project Estimate Template for Professional Services Companies

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: Service Leaders, Project Managers, Consultants.

Other Reports Often Used in Conjunction with Client Estimate Input Forms

Progressive PMO and Consulting departments sometimes use several different Client Estimate Input Forms, along with KPI dashboards, consultant billing reports, project dashboards, project detailed and summary reports, project forecast models, annual budget 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