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Example of an Executive Dashboard for Banks

What is an Executive Dashboard for Banks?

Executive Dashboards are considered analysis tools and are used by leaders to track financial performance. Some of the main functionality in this type of dashboard is that it provides analysis of revenues, expenses and profit with comparisons to benchmark bank branches. The dashboard enables analysis from nine different perspectives: 1) Actual and budget revenues by branch, 2) Actual and budget expenses by branch, 3) Actual and budget profit by branch, 4) Monthly revenue trend, 5) Monthly expense trend, 6) Monthly profit trend, 7) Top five branches by revenue, 8) Top five branches by expenses, 9) Top five branches by profit. You find an example of this type of dashboard below.

Purpose of Executive Dashboards

Banks use Executive Dashboards to give leaders an easy way to review performance and benchmark financial metrics across their bank branches. When used as part of good business practices in Executive and Financial Planning & Analysis (FP&A) departments, a bank can improve its strategies and profitability, and it can reduce the chances that decision-makers lack real-time understanding of KPIs.

Example of an Executive Dashboard

Here is an example of a Bank Executive Dashboard with revenue, expense and profit comparisons across branches.

Example of an Executive Dashboard for Banks

Example of an Executive Dashboard for Banks

You can find hundreds of additional examples here

Who Uses This Type of Dashboard?

The typical users of this type of dashboard are: Executives, CFOs, Analysts, Regional Managers, Branch Managers.

Other Reports Often Used in Conjunction with Executive Dashboards

Progressive Executive and Financial Planning & Analysis (FP&A) departments sometimes use several different Executive Dashboards, along with profit & loss reports, balance sheets, cash flow statements, budget models, forecasts 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 Executive Dashboard for Credit Unions

What is an Executive Dashboard for Credit Unions?

Executive Dashboards are considered analysis tools and are used by leaders to track financial performance. Some of the main functionality in this type of dashboard is that it provides analysis of revenues, expenses and profit with comparisons to benchmark credit union branches. The dashboard enables analysis from nine different perspectives: 1) Actual and budget revenues by branch, 2) Actual and budget expenses by branch, 3) Actual and budget profit by branch, 4) Monthly revenue trend, 5) Monthly expense trend, 6) Monthly profit trend, 7) Top five branches by revenue, 8) Top five branches by expenses, 9) Top five branches by profit. You find an example of this type of dashboard below.

Purpose of Executive Dashboards

Credit Unions companies use Executive Dashboards to give leaders an easy way to review performance and benchmark financial metrics across their branches. When used as part of good business practices in Executive and Financial Planning & Analysis (FP&A) departments, a company can improve its strategies and profitability, and it can reduce the chances that decision-makers lack real-time understanding of KPIs.

Example of an Executive Dashboard

Here is an example of an Credit Union Executive Dashboard with trends and revenue, expense and profit comparisons across branches as well as actual to budget comparisons.

Example of an Executive Dashboard for Credit Unions

Example of an Executive Dashboard for Credit Unions

You can find hundreds of additional examples here

Who Uses This Type of Dashboard?

The typical users of this type of dashboard are: Executives, CFOs, Analysts, Regional Managers, Branch Managers.

Other Reports Often Used in Conjunction with Executive Dashboards

Progressive Executive and Financial Planning & Analysis (FP&A) departments sometimes use several different Executive Dashboards, along with profit & loss reports, balance sheets, cash flow statements, budget models, forecasts 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 Executive Dashboard for Hospitality Companies

What is an Executive Dashboard for Hospitality Companies?

Executive Dashboards are considered performance monitoring tools and are used by leaders to analyze revenue variances and trends. Some of the main functionality in this dashboard is that it shows revenue across all the profit centers of a hospitality business. The five charts on the top of the dashboard show actual and budget revenues for hotel, casino restaurant, spa and golf. The same metrics are displayed as monthly trend charts at the bottom of the dashboard. You find an example of this type of dashboard below.

Purpose of Executive Dashboards

Hospitality companies use Executive Dashboards to give leaders an easy way to analyze the top revenue sources of the company. When used as part of good business practices in FP&A and Executive departments, a company can improve its growth strategies and revenues, and it can reduce the chances that leaders miss any key outliers and trends related to the top line.

Example of an Executive Dashboard

Here is an example of an Executive Dashboard with actual to budget variances and trend for revenue metrics across business areas.

Example of an Executive Dashboard for Hospitality Companies

Example of an Executive Dashboard for Hospitality Companies

You can find hundreds of additional examples here

Who Uses This Type of Dashboard?

The typical users of this type of dashboard are: CEOs, COOs, CFOs, VP of Sales and Board Members.

Other Reports Often Used in Conjunction with Executive Dashboards

Progressive FP&A and Executive departments sometimes use several different Executive Dashboards, along with sales dashboards, sales reports, KPI dashboards, profit & loss reports, sales forecasts, annual budgets 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 Executive Dashboard for Pharma Companies

What is an Executive Dashboard?

Executive Dashboards are considered decision support tools and are used by leaders to monitor corporate KPIs. Some of the main functionality in this type of dashboard is that it provides analysis from five different perspectives, including: 1) Top sales producers with ranked gross sales and net sales, 2) Top sales channels, 3) Products ranked by volume, 4) Top payers ranked by net sales, 5) Monthly trend gross sales and net sales. You find an example of this type of dashboard below.

Purpose of Executive Dashboards

Pharmaceutical companies use Executive Dashboards to give senior leaders an easy way to watch performance and trends in core business areas. When used as part of good business practices in Executive departments, a company can improve its strategic decisions, and it can reduce the chances that discussions and related execution are slowed down by lack of available data.

Example of an Executive Dashboard

Here is an example of an Executive Dashboard with KPI rankings and monthly sales trends.

Example of an Executive Dashboard for Pharma Companies

Example of an Executive Dashboard for Pharma Companies

You can find hundreds of additional examples here

Who Uses This Type of Dashboard?

The typical users of this type of dashboard are: CEOs, COOs, CFO’s, board members.

Other Reports Often Used in Conjunction with Executive Dashboards

Progressive Executive departments sometimes use several different Executive Dashboards, along with financial statements, annual budgets, 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 Executive Dashboard for Professional Services Companies

What is an Executive Dashboard for Professional Services Companies?

Executive Dashboards are considered monitoring tools and are used by senior leaders as a self-service, real-time solution to review revenue and expense trends as well as key project metrics. Some of the main functionality in this type of visual report is that it is parameter driven so the user can run it for any year and month to see the result graphically. The report shows eight perspectives of the business, including: 1) Actual versus budget revenue by category, 2) Actual and budget monthly revenue trend, 3) Top five expenses with actual to budget comparison, 4) Actual and budget expense trend, 5) Pipeline by project, with high and low estimates, 6) Monthly pipeline trend with high and low estimates, 7) Top ten clients by billing amount, and 8) Bottom ten clients by billing amount. Below the charts there is a table section showing the figures used in the visuals. You find an example of this type of report below.

Purpose of Executive Dashboards for Professional Services

Professional Services organizations use Executive Dashboards to give leaders an easy way to analyze the top performance drivers of the company. When used as part of good business practices in Executive departments, a company can improve its strategic decisions and financial performance, and it can reduce the chances that key profitability inhibitors are not addressed in a timely fashion due to lack of insight to the underlying metrics.

Example of a Executive Dashboards for Professional Service

Here is an example of an Executive Dashboard with revenue and expense trends and variances as well as client rankings.

Example of an Executive Dashboard for Professional Services Companies

Example of an Executive Dashboard for Professional Services Companies

You can find hundreds of additional examples here

Who Uses This Type of Visual report?

The typical users of this type of visual report are: CEOs, COOs, CFOs, CROs and other top leaders.

Other Reports Often Used in Conjunction with Executive Dashboards for Professional Services

Progressive Executive departments sometimes use several different Executive Dashboards, along with profit & loss reports, KPI dashboards, project dashboards and detailed project 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 an Executive Dashboard for Real Estate Companies

What is an Executive Dashboard for Real Estate Companies?

Executive dashboards are considered decision-support tools and are used by real estate leaders to analyze trends and budget variances for key corporate metrics. Some of the main functionality in this type of KPI report is that it provides eight different analytical perspectives, including: 1) Monthly sales trend with actual and budget comparison, 2) Comparison by status (e.g. cancelled, completed, construction, pre-sales) for real estate projects, 3) Top projects based on months of stock, 4) Available units by state/region, 5) Current year versus prior year sales with actual and budget comparison, 6) Monthly trend in sold units, 7) Top projects ranked by average speed, and 8) Top real estate agents ranked by sales. You find an example of this type of dashboard report below.

Purpose of Executive Dashboards

Real Estate companies use Executive Dashboards to enable easy anywhere, anytime analysis of top real estate metrics. When used as part of good business practices in Executive and Financial Planning and Analysis (FP&A) departments, a company can improve its strategic decisions and financial results, and it can reduce the chances that important tactics are delayed due to lack of real time reporting.

Example of an Executive Dashboard

Here is an example of an Executive Dashboard with monthly trends and actual to budget variances for various real estate KPIs.

Example of an Executive Dashboard for Real Estate Companies

Example of an Executive Dashboard for Real Estate Companies

You can find hundreds of additional examples here

Who Uses This Type of Dashboard report?

The typical users of this type of dashboard report are: Executives, project planners, financial analysts, budget managers.

Other Reports Often Used in Conjunction with Executive Dashboards

Progressive Executive and Financial Planning and Analysis (FP&A) departments sometimes use several different Executive Dashboards, along with budget and forecast models, sales reports, sales dashboards, profit & loss reports, balance sheets, cash flow statements, KPI dashboards, financial 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 Executive Dashboard for Banks

What is an Executive Dashboard for Banks?

Executive Dashboards are considered interactive decision-making tools and are used by senior leaders to monitor trends and benchmark financial KPIs across bank branches. Some of the main functionality in this type of dashboard is that it provides financial analysis from nine different perspectives: 1) Actual and budget revenue by branch, 2) Monthly actual and budget revenue trend, 3) Top five branches by revenue, 4) Actual and budget expenses by branch, 5) Monthly actual and budget expense trend, 6) Top five branches by expenses, 7) Actual and budgeted profit by branch, 8) Actual and budget monthly profit trend, and 9) Top five branches by profit. You find an example of this type of dashboards below.

Purpose of Executive Financial Dashboards

Banks use Executive Financial Dashboards to give their leaders an easy way to monitor top level financial KPIs and to do comparisons across their business units. When used as part of good business practices in Executive and Financial Planning & Analysis (FP&A) departments, a company can improve its strategies and resulting financial results, and it can reduce the chances that senior leaders have to delay decision-processes due to lack of clear, real time metrics.

Example of a Executive Financial Dashboard

Here is an example of an Executive Dashboard with bank branch comparisons as well as consolidated actual and budget trends.

Example of an Executive Dashboard for Banks

Example of an Executive Dashboard for Banks

You can find hundreds of additional examples here

Who Uses This Type of Dashboards?

The typical users of this type of dashboards are: Executives, board members, CFOs.

Other Reports Often Used in Conjunction with Executive Financial Dashboards

Progressive Executive and Financial Planning & Analysis (FP&A) departments sometimes use several different Executive Dashboards, along with consolidated and branch-level profit & loss reports, balance sheets, cash flow statements, detailed operating dashboards, and other management and control tools.

Where Does the Data for Analysis Originate From?

The Actual (historical transactions) data typically comes from loan management software and 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 Executive Dashboard for Manufacturing Companies

What is an Executive Dashboard for Manufacturing Companies?

Executive dashboards are considered KPI monitoring tools for senior leaders and are used by Executives and board members to analyze financial and operational metrics. Some of the main functionality in this type of dashboard is that it provides seven different analytical perspectives. These include: Actual, budget and variance for monthly revenues, 2) Actual, budget and variance for monthly cost of sales (COGS), 3) Monthly revenue trend for actuals and budgets, 4) Cost of sales trend for actuals and budgets, 5) Top 5 selling products, 6) Top 5 customers, and 7) Top 5 suppliers. The user can choose year with the buttons on the top of the dashboard. You find an example of this type of dashboard below.

Purpose of Executive Dashboards

Manufacturing companies use Executive Dashboards to give leaders an easy way to monitor the most important areas of the business. When used as part of good business practices in Financial Planning & Analysis (FP&A) departments, an organization can improve and speed up its strategies, and it can reduce the chances that executives make slow or poor decisions because they don’t have access to real time information.

Example of a Executive Dashboard

Here is an example of an Executive Dashboard for a manufacturing company.

Example of an Executive Dashboard for Manufacturing Companies

Example of an Executive Dashboard for Manufacturing Companies

You can find hundreds of additional examples here

Who Uses This Type of Dashboard?

The typical users of this type of dashboard are: Executives and Board Members.

Other Reports Often Used in Conjunction with Executive Dashboards

Progressive Financial Planning & Analysis (FP&A) departments sometimes use several different Executive Dashboards, along with profit & loss reports, balance sheets, cash flow statements, sales 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 Executive Dashboard for a Distribution Company

What is an Executive Dashboard for a Distribution Company?

Executive dashboards are considered important analysis tools and are used by upper management to review overall performance as it relates to sales and inventory key performance indicators (KPIs). Some of the main functionality in this type of dashboard is that it combines four KPI charts with a report section. The charts covers: 1) Inventory turnover by distribution center, 2) Inventory turnover trend by month, 3) Top 10 customers based on sales, and 4) Top 10 best-selling products. The report section at the bottom of the charts contains the related metrics in a table format. You find an example of this type of dashboard below.

Purpose of Executive Dashboards for Distributors

Distribution businesses use Executive Dashboards to provide self-service analysis that enables quick and easy monitoring of sales and inventory metrics. When used as part of good business practices in an executive department, a company can improve the speed and agility of decisions and it can reduce the chances that executives lack important insight between formal corporate meetings.

Executive Dashboards Example

Here is an example of an Executive Dashboard with sales and inventory KPIs.

Example of an Executive Dashboard for a Distribution Company

Example of an Executive Dashboard for a Distribution Company

You can find hundreds of additional examples here

Who Uses This Type of Dashboard?

The typical users of this type of dashboard are: CEOs, COOs, CFOs.

Other Dashboards Often Used in Conjunction with Executive Dashboards for Distributors

Progressive executive department sometimes use several different Executive Dashboards, along with general sales dashboards, inventory reports, profit & loss reports, cash flow statements, balance sheets 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 an Executive Dashboard for a Retail Company

What is an Executive Dashboard for a Retail Company?

Executive dashboards are considered essential management tools and are used by senior managers to analyze and monitor the key performance drivers of the company. Some of the main functionality in this type of dashboard is that it can be viewed for any period and retail entity. It contains eight charts that provides analysis of revenue, profit and headcount. These include Revenue by region, by month, by full time employee equivalent (FTE), as well as for the top products and top stores. Other charts display profit by region and monthly profit trend. You find an example of this type of dashboard below.

Purpose of Executive Dashboards for Retailers

Retailers use Executive Dashboards to make it easy for top management to analyze key performance indicators (KPIs) for the retail business. When used as part of good business practices in a Financial Planning & Analysis (FP&A) and Executive Department, a company can improve its speed and agility of decision-making as well as reduce the chances that executives operate in the dark because of lack of real-time, self-service analysis.

Executive Dashboards for a Retailer – Example

Here is an example of a Dashboard for Retail Executives with comparative and trend analysis.

Example of an Executive Dashboard for a Retail Company

Example of an Executive Dashboard for a Retail Company

You can find hundreds of additional examples here

Who Uses This Type of Dashboard?

The typical users of this type of dashboard are: Retail executives, board members, regional managers.

Other Dashboards Often Used in Conjunction with Executive Dashboards for Retailers

Progressive Financial Planning & Analysis (FP&A) and Executive departments sometimes use several different Executive Dashboards for Retailers, along with general sales forecasts and budgets, balance sheets, cash flow statements 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