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Example of a Drug Project Cost Budget for Pharma Companies

What is a Drug Project Cost Budget?

Drug Project Cost Budgets are considered financial planning tools and are used by R&D department heads and budget managers to allocate expected R&D and overhead expenses to each drug under development. Some of the main functionality in this type of forecast and budget model is that it shows the actual figures from the prior period and provides input (yellow cells in the image below) for the common year. Each drug under development is listed down the rows and there is a grand total at the bottom. The user can run the form for any budget or forecast version. You find an example of this type of planning model below.

Purpose of Drug Development Cost Budgets

Pharmaceutical companies use Drug Development Cost Budgets to enable managers to allocate expected expenses to various drug projects, typically with the goal of producing fully loaded expense budgets and reports for each drug under development. When used as part of good business practices in FP&A and R&D departments, a company can improve its financial plans and funding decisions, and it can reduce the chances that there are unexpected cost overruns.

Example of a Drug Project Budget

Here is an example of a Drug Development Cost Budget Model with input of expenses by month and by drug.

Example of a Drug Project Cost Budget for Pharma Companies

Example of a Drug Project Cost Budget for Pharma Companies

You can find hundreds of additional examples here

Who Uses This Type of Planning Model?

The typical users of this type of forecast and budget model are: R&D managers, budget managers, CFOs, analysts.

Other Reports Often Used in Conjunction with Drug Development Cost Budget

Progressive FP&A and R&D departments sometimes use several different Drug Development Cost Budgets, along with payroll budgets, capital expense budgets, forecasts, profit & loss reports, budget analysis 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 Project Revenue and Expense Dashboard for a Professional Services Company

What is  Project Revenue and Expense Dashboard?

Project Dashboards are considered operational analysis tools and are used by project leaders and executives to monitor billing trends and expenses. Some of the main functionality in this type of dashboard is that it is parameter driven and users can run it for any month and year to see relevant data. The four charts in the dashboards show: 1) Monthly trend in project billing, 2) Billable versus non-billable hours by client, 3) Top ten clients ranked by billing amount, and 4) Reimbursable expenses by category. At the bottom of the report (not visible in the example) there is a a table section with the metrics that supports the charts. You find an example of this type of dashboard below.

Purpose of Project Revenue and Expense Dashboards

Professional Services organizations use Project Revenue and Expense Dashboards to give managers in the Project Management Office (PMO) a self-service tool to monitor key billing and utilization information by client. When used as part of good business practices in FP&A and PMO departments, a company can improve its project strategies and profitability, and it can reduce the chances that project/client outliers or trends are missed due to lack of visibility to real-time performance metrics.

Example of a Project Revenue and Expense Dashboard

Here is an example of a Project Revenue and Expense Dashboard with billing trends and expense analysis.

Example of a Project Revenue and Expense Dashboard for a Professional Services Company

Example of a Project Revenue and Expense Dashboard for a Professional Services Company

You can find hundreds of additional examples here

Who Uses This Type of Dashboard?

The typical users of this type of dashboard are: Service Leaders, CFOs, Project Managers.

Other Reports Often Used in Conjunction with Project Revenue and Expense Dashboards

Progressive FP&A and PMO departments sometimes use several different Project Revenue and Expense Dashboards, along with detailed project reports, project dashboards, project budgets, project forecast models, utilization reports, billing reports, financial statements 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 Fund Budget Comparison Report for Public Sector Organizations

What is a Fund Budget Comparison Report?

Budget Reports with fund comparisons are considered budget review and analysis tools and are used by Financial Managers and Budget Officers to explore approved fund budgets. Some of the main functionality in this type of budget report is that it dynamically displays revenue and expense accounts (object codes) with sub-totals and it lists all selected funds across the columns with a consolidated total. Each column lists the budget for a specific fund. The report can be run for any budget version and set of funds. You find an example of this type of budget report below.

Purpose of Budget Reports with Funds Listed Side-by-Side

Public Sector organizations use Budget Reports with Funds Listed Side-by-Side to easily compare budgets across funds and analyze interesting differences. When used as part of good business practices in Planning and Accounting departments, a government entity can improve its budget accuracy as well as review consolidated totals, and it can reduce the chances that there are undetected issues or errors in individual fund budgets.

Example of a Budget Reports with Funds Listed Side-by-Side

Here is an example of a Fund Budget Report with revenue and expenditures as well as consolidated budgets across all funds.

Example of a Fund Budget Comparison Report for Public Sector Organizations

Example of a Fund Budget Comparison Report for Public Sector Organizations

You can find hundreds of additional examples here

Who Uses This Type of Budget report?

The typical users of this type of budget report are: CFOs, budget officers, controllers.

Other Reports Often Used in Conjunction with Budget Reports with Funds Listed Side-by-Side

Progressive Planning and Accounting departments sometimes use several different Budget Reports with Funds Listed Side-by-Side, along with employee budgets, capex budgets, line item detail for revenues and expenses, financial budget dashboards, annual budget report packages 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 Revenue and Expenditure Budget Report by Fund for Public Sector Organizations

What is a Revenue and Expenditure Budget Report by Fund for Public Sector Organizations?

Revenue and Expense Budget Reports are considered budget review and analysis tools and are used by Financial Managers and Budget Officers to explore approved fund budgets. Some of the main functionality in this type of budget report is that it dynamically displays revenue and expense accounts (object codes) with sub-totals and it can be run for one or many funds at the same time. The columns typically include: 1) Last year’s actual results, 2) Current year adopted budget, and 3) Next year’s requested budget. The report can also include variances and adjusted/approved budgets. You find an example of this type of budget report below.

Purpose of Revenue and Expense Budget Reports by Fund

Public Sector organizations use Revenue and Expense Budget Reports by Fund to provide a clear understanding of how the budget proposed by departments differs from prior year actual and budgets. When used as part of good business practices in Planning and Accounting departments, a government entity can improve its budget accuracy, and it can reduce the chances that the budget process is slowed down due to unrealistic budget requests.

Example of a Revenue and Expense Budget Reports by Fund

Here is an example of a Revenue and Expense Fund Budget Report with graphical variance analysis and actual to budget comparisons.

Government – Fund by Cost Center

You can find hundreds of additional examples here

Who Uses This Type of Budget report?

The typical users of this type of budget report are: CFOs, budget officers, controllers.

Other Reports Often Used in Conjunction with Revenue and Expense Budget Reports by Fund

Progressive Planning and Accounting departments sometimes use several different Revenue and Expense Budget Reports by Fund, along with employee budgets, capex budgets, line item detail for revenues and expenses, financial budget dashboards, annual budget report packages 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 Sources and Uses of Funds Report for Public Sector Organizations

What is a Sources and Uses of Funds Report?

Sources and Uses of Funds Reports are considered essential monthly financial statements and are used by CFOs and controllers to provide and review monthly financials and budget variances. Some of the main functionality in this type of financial report is that it is parameter driven and the user can run it for any department and year/period. Typical columns in the report include: 1) Actual monthly results, 2) Budget, 3) Variance (amount), 4) Variance (percent), Actual Year-to-date (YTD), 5) Budget YTD, 6) YTD budget variance (amount), and 7) YTD budget variance (percent). The rows list revenues and expenses by account as well as sub-totals and Net Surplus/Deficit. You find an example of this type of financial report below.

Purpose of Sources and Uses of Funds Reports

Public Sector organizations use Sources and Uses of Funds Reports to give leaders an account level detail of actual performance versus budget, and enables users to drill down to transactions to answer questions without having to contact accounting to look up data for them. When used as part of good business practices in Accounting departments, a government entity can improve its strategic decisions and streamline financial reporting, and it can reduce the chances that lack of self-service or limited automated reporting slows down actionable decisions.

Example of a Sources and Uses of Funds Report

Here is an example of a Sources and Uses of Funds Report with variance analysis and drill-down.

Example of a Sources and Uses of Funds Report for Public Sector Organizations

Example of a Sources and Uses of Funds Report for Public Sector Organizations

You can find hundreds of additional examples here

Who Uses This Type of Financial report?

The typical users of this type of financial report are: CFOs, controllers, accountants, executives.

Other Reports Often Used in Conjunction with Sources and Uses of Funds Reports

Progressive Accounting departments sometimes use several different Sources and Uses of Funds Reports, along with cash flow statements, balance sheets, fund reports, financial dashboards, trial balances, 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 Monthly Fund Report for Public Sector Organizations

What is a Monthly Fund Report?

Monthly Fund Statements are considered period end financial statements and are used by government controllers and accountants to review revenues, expenditures and remaining balances by fund. Some of the main functionality in this type of financial report is that it is parameter driven and the user can run it for any year/period and fund. Typical columns in the report include: 1) Adopted budget, 2) Amended budget, 3) Month-do-date (MTD) actual, 4) Year-to-date (YTD) actual, 5)Balance, and 6) Percent remaining (available). The rows list revenues and expenses by account as well as the balance. You find an example of this type of financial report below.

Purpose of Monthly Fund Statements

Public Sector organizations use Monthly Fund Statements to provide managers with a clear picture of the current financial status for each fund. When used as part of good business practices in Accounting departments, a government entity can improve its fund reporting and analysis, and it can reduce the chances that actual results deviate more than expected from budgets.

Example of a Monthly Fund Statement

Here is an example of a Monthly Fund Statement with actual, budget and remaining balance information.

Example of a Monthly Fund Report for Public Sector Organizations

Example of a Monthly Fund Report for Public Sector Organizations

You can find hundreds of additional examples here

Who Uses This Type of Financial report?

The typical users of this type of financial report are: CFOs, controllers, accountants, executives.

Other Reports Often Used in Conjunction with Monthly Fund Statements

Progressive Accounting departments sometimes use several different Monthly Fund Statements, along with cash flow statements, balance sheets, sources and uses of funds, fund dashboards, trial balances, 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 Grant Budget Input Model for Public Sector Organizations

What is a Grant Budget Input Model?

Grant Budget Models are considered key building blocks of annual budgets for any organization that receives grants. These models are used by grant managers and budget officers to enter the detailed revenues and expenses associated with each grant. Some of the main functionality in this type of budget input template is that it is parameter driven and can be detailed down to department, function, program and grant. The user can select one or several grants and the form then automatically starts each section with grant ID and grant name. The user can then enter the detailed categories of revenues and expenses by month. On the bottom right the remaining grant balance is automatically calculated and displayed as an a real time guide for the user. You find an example of this type of budget input template below.

Purpose of Grant Budget Models

Public Sector organizations use Grant Budget Models to capture all the important revenue and expense details that is important to plan for the funding and uses of each grant. When used as part of good business practices in Grant and Budgeting & Planning departments, a government entity can increase its grant revenues as well as improve their budget accuracy, and it can reduce the chances that grants are lost or reduced due to lack of detailed and high quality budgets.

Example of a Grant Budget Model

Here is an example of a Grant Budget input form with entry of monthly revenue and expense line items.

Example of a Grant Budget Input Model for Public Sector Organizations

Example of a Grant Budget Input Model for Public Sector Organizations

You can find hundreds of additional examples here

Who Uses This Type of Budget input template?

The typical users of this type of budget input template are: Grant managers, executives, budget managers, department heads.

Other Reports Often Used in Conjunction with Grant Budget Models

Progressive Grant and Budgeting & Planning departments sometimes use several different Grant Budget Models, along with grant reports, grant dashboards, general ledger and line item expense input forms, employee (human capital) and headcount forms, sources of funds input forms, budget analysis dashboards and other management and control tools.

Where Does the Data for Analysis Originate From?

The Actual (historical transactions) data typically comes from grant management systems 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 a Capital Project Budget for Public Sector Organizations

What is a Capital Project Budget for Governments?

Capital Project Budgets are considered an essential component of government capital improvement planning (CIP) and annual budgets, and are used by department managers and budget officers to create proposed financial budgets. Some of the main functionality in this type of budget input template is that it is parameter driven and can be detailed down to department, function, program and project. The user can select project and specify fields like project manager (if known), and then enter the budget by expense type and month. On the far right of the template there is a comment field to add any important notes. You find an example of this type of budget input template below.

Purpose of Capital Project Models

Public Sector organizations use Capital Project Models to capture all the important expense details for CIP projects. When used as part of good business practices in Budgeting and Planning departments, a government entity can improve its capital improvement planning and related budget accuracy, and it can reduce the chances that projects are executed and then stalled because of poor financial planning.

Example of a Capital Project Model

Here is an example of a Capital Project Budget input model with text comments and totals.

Example of a Capital Project Budget for Public Sector Organizations

Example of a Capital Project Budget for Public Sector Organizations

You can find hundreds of additional examples here

Who Uses This Type of Budget input template?

The typical users of this type of budget input template are: Executives, Budget Managers, department heads.

Other Reports Often Used in Conjunction with Capital Project Models

Progressive Budgeting and Planning departments sometimes use several different Capital Project Models, along with general ledger and line item expense input forms, employee (human capital) and headcount forms, revenue budget forms, budget analysis dashboards, project dashboards, CIP 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 Sports Organizations

What is an Executive Dashboard?

Executive financial dashboards are considered decision-support tools and are used by leaders to analyze revenue and expense trends and budget variances. Some of the main functionality in this type of report is that it provides graphical analysis with both trends and budget comparisons. The dashboard includes: 1) Actual and budget figures for revenue accounts, 2) Top 5 expense items with budget comparison, 3) Major revenue streams, 4) Total actual and budget monthly revenue trend, 5) Monthly expense trend, and 6) Top 10 budgeted player contract amounts. You find an example of this type of report below.

Purpose of Executive Dashboards

Sports organizations use Executive Dashboards to monitor financial performance of the organization. When used as part of good business practices in executive and FP&A departments, an organization can improve its decision-making quality and speed, and it can reduce the chances that strategic initiatives are not aligned with financial trends.

Example of an Executive Dashboard

Here is an example of an Executive Dashboard Report with budget variances and trend analysis.

Example of an Executive Dashboard for Professional Sports Organizations

Example of an Executive Dashboard for Professional Sports Organizations

You can find hundreds of additional examples here

Who Uses This Type of Report?

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

Other Reports Often Used in Conjunction with Executive Dashboards

Progressive executive and FP&A departments sometimes use several different Executive Dashboards, along with profit & loss reports, balance sheets, cash flow statements, flash reports, KPI reports, annual budgets and 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 a CFO Dashboards for Banks

What is a CFO Dashboard for Banks?

CFO Dashboards are considered financial analysis tools and are used by CFOs and analysts to track trends and key performance metrics. 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 product, 2) Monthly actual and budget revenue trend, 3) Revenue by comparison by product, 4) Actual and budget revenue by department, 5) Monthly actual and budget expense trend, 6) Revenue comparison by department, 7) Actual and budgeted revenue by branch, 8) Actual and budget monthly profit trend, and 9) Revenue comparison by branch. You find an example of this type of dashboards below.

Purpose of CFO Dashboards

Banks use CFO Dashboards to give financial executives a clear picture of KPIs that drives the health of the business. When used as part of good business practices in Financial Planning & Analysis (FP&A) departments, a company can improve its financial performance and speed up related operational decisions, and it can reduce the chances that top level metrics are missed during financial analysis.

Example of a CFO Dashboard

Here is an example of a CFO Dashboard with revenue, expense and profit trends and budget comparisons.

Example of a CFO Dashboards for Banks

Example of a CFO Dashboards 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, analysts, branch managers.

Other Reports Often Used in Conjunction with CFO Dashboards

Progressive Financial Planning & Analysis (FP&A) departments sometimes use several different CFO 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