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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 a Monthly Operating Summary Report for a Hospitality Company

What is a Monthly Operating Summary Report?

Operating Summary Reports are considered business- and departmental analysis tools and are used by financial managers and executives to analyze key metrics, revenues and profitability. Some of the main functionality in this type of report is that it combines KPIs with financial summaries. The top of the report shows charts with Total Occupied Rooms and Revenue for monthly and year-to-date (YTD) figures. The top section with figures shows KPIs with actual, budget, last year and variances. The next two sections show revenue and profitability (not visible in the screenshot below) by department. The bottom of each section shows the company-level total revenue and profit. You find an example of this type of report below.

Purpose of Monthly Operational Summary Reports

Hospitality companies use Operational Summary Reports to provide managers with a combined departmental and summary view of the company’s top metrics. When used as part of good business practices in Executive- and FP&A departments, a company can improve its operational tactics and profitability, and it can reduce the chances that leaders don’t have a convenient way to see the relationship between department and company revenue and profitability.

Example of an Operational Summary Report

Here is an example of an Operational Summary Report with monthly and YTD charts and KPIs.

Example of a Monthly Operating Summary Report for a Hospitality Company

Example of a Monthly Operating Summary Report for a Hospitality Company

You can find hundreds of additional examples here

Who Uses This Type of Report?

The typical users of this type of report are: CFOs, analysts, budget managers, department managers.

Other Reports Often Used in Conjunction with Operational Summary Reports

Progressive Executive- and FP&A departments sometimes use several different Operational Summary Reports, along with company financial statements, department P&L’s, forecast models, budgets, KPI scorecards 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 Department Dashboard for a Hospitality Company

What is a Department Dashboard for a Hospitality Company?

Departmental Dashboards are often considered revenue and expense analysis tools and are used by Finance and Department Managers to review major general ledger (GL) performance metrics and budget variances. Some of the main functionality in this type of report is that it can be filtered by department and it contains both a graphical section as well as figures (not visible in the screenshot below). The report shows three charts and include: 1) Top revenue categories ranked, 2) Top expense categories ranked, and 3) Monthly actual and budget revenue trend. You find an example of this type of report below.

Purpose of Departmental Dashboards

Hospitality companies use Departmental Dashboards to give managers an easily readable and quick snapshot of the key revenue and expense indicators. When used as part of good business practices by FP&A and by Department Managers, a company can improve its cost – and profit center tactics, and it can reduce the chances that over- or under performance in any particular department go undetected.

Example of a Departmental Dashboard

Here is an example of a Departmental Dashboard with revenue and expense analysis.

Example of a Department Dashboard for a Hospitality Company

Example of a Department Dashboard for a Hospitality Company

You can find hundreds of additional examples here

Who Uses This Type of Report?

The typical users of this type of report are: CFOs, analysts, budget managers, department managers.

Other Reports Often Used in Conjunction with Departmental Dashboards

Progressive FP&A and Department Managers departments sometimes use several different Departmental Dashboards, along with detailed F&B reports, financial statements, trail balance reports, forecast models, budgets, KPI scorecards 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 Hotel KPI Dashboard for Hospitality Companies

What is a Hotel KPI Dashboard?

Hotel KPI Dashboards are considered monitoring and analysis tools and are used by hotel managers and executives to get a graphical representation of essential performance metrics. Some of the main functionality in this type of dashboard is that it is parameter driven and it gives the user four different KPI views, including: 1) Monthly trend in room nights, 2) Top revenue categories ranked by amount, 3) Top expense categories ranked by amount, and 4) Monthly trend in revenues. You find an example of this type of dashboard below.

Purpose of Hotel KPI Dashboards

Hospitality companies use Hotel KPI Dashboards to give leaders a quick and easy way to see the big picture for financial metrics and occupancy. When used as part of good business practices in FP&A and Executive departments, a company can improve its strategic decisions, and it can reduce the chances that managers get lost in details and miss major trends in hotel performance.

Example of a Hotel KPI Dashboard

Here is an example of a Hotel KPI Dashboard with trends in room nights and revenue and expense comparisons.

Example of a Hotel KPI Dashboard for Hospitality Companies

Example of a Hotel KPI 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, Hotel Managers, Analysts.

Other Reports Often Used in Conjunction with Hotel KPI Dashboards

Progressive FP&A and Executive departments sometimes use several different Hotel KPI Dashboards, along with detailed financial statements, corporate dashboards, forecast 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 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 Event Staffing Budget for Venues and Professional Sports Teams

What is an Event Staffing Budget?

Staffing budgets are considered human capital planning tools and are used by budget managers to automate staffing and payroll calculations in event budgets. Some of the main functionality in this type of input form is that it can be used for any event/game to capture staff cost and drivers like: Hourly wages, shift hours, total staff FTEs. The rows in the input form shows examples of types of staff like ticket box office, parking, etc. This form is used as a component of a complete event budget model for a venue(s). You find an example of this type of input form below.

Purpose of Event Staffing Budgets

Venues and Sports organizations use Event Staffing models to automate and simplify the staffing component of an event budget. When used as part of good business practices in Financial Planning & Analysis (FP&A) departments, an organization can improve its budget accuracy and increase revenues by optimizing event planning, and it can reduce the chances that inaccurate budgets leads to over- or under-staffing of events.

Example of an Event Staffing Budget

Here is an example of an Event Staffing input model with web-based data capture.

Example of an Event Staffing Budget for Venues and Professional Sports Teams

Example of an Event Staffing Budget for Venues and Professional Sports Teams

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: CFOs, budget managers, event managers, staffing managers.

Other Reports Often Used in Conjunction with Event Staffing Budgets

Progressive Financial Planning & Analysis (FP&A) departments sometimes use several different Event Staffing models, along with revenue budgets, other expense budget forms, profit & loss budgets, event dashboards, actual versus budget variance reports 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 Financial Dashboard for Nonprofit Organizations

What is a Financial Dashboard for Nonprofits?

Financial Dashboards are considered analysis and business monitoring tools and are used by executives and financial managers analyze key financial metrics on a single screen and with powerful visualizations. Some of the main functionality in this type of dashboard is that it provides analysis through eight different perspectives on the dashboard. They include: 1) Actual versus budget and Last Year variance analysis for revenues, 2) Revenue ratio for each location/division as a percent of total revenues, 3) Revenue ratio based on the Type of revenue, 4) Trend KPIs for revenues, Operating income, Net income, 5) Actual versus budgeted expenses per entity, 6) Top 10 expenses per category, 7) Revenues versus expenses trend 8) Revenues versus operating income trend. The filters on the top right of the dashboard makes it quick for the user to switch period and business unit You find an example of this type of dashboard below.

Purpose of Financial Dashboards for Nonprofit Organizations

Nonprofits use Financial Dashboards to give managers an easy and user-friendly way to analyze financial performance. When used as part of good business practices in a Financial Planning & Analysis (FP&A) and Executive department, an organization can improve and speed up its decisions and related strategies, and it can reduce the chances that managers miss important trends and variances.

Financial Dashboards for Nonprofit Organizations – Example

Here is an example of a Financial Dashboard for Nonprofit Organizations to simplify analysis of revenues and expenses.

Example of a Financial Dashboard for Nonprofit Organizations

Example of a Financial Dashboard for Nonprofit Organizations

You can find hundreds of additional examples here

Who Uses This Type of Dashboard?

The typical users of this type of dashboard are: Senior executives, financial managers, department heads.

Other Reports Often Used in Conjunction with Financial Dashboards for Nonprofit Organizations

Progressive Financial Planning & Analysis (FP&A) and Executive departments sometimes use several different Financial Dashboards, along with profit & loss reports, monthly financial trend reports, KPI dashboards, budgeting and forecasting 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

Top 20 Vendor Accounts Payable (AP) Report Example

What is a Top 20 Vendor Accounts Payable (AP) Report?

Top 20 AP reports are considered operational reports and are used by accountants and AP managers to quickly see the vendors that are owed the most money. Some of the key functionality in this type of report is that it can be run for any period and it will then list the top 20 vendors in ranked order based on the amount owed to them. The top right chart shows the ranked list of vendors and the left chart shows what percent the top 3 vendors makes up out of the AP to the top 20 vendors. You find an example of this type of report below.

Purpose of Top 20 AP Vendor Reports

Companies and organizations use Top 20 AP Vendor Reports to help prioritize payments and assess impact on the company’s cash. When used as part of good business practices in a accounting department, a company can improve its liquidity as well as reduce the chances that large upcoming vendor payments causes issues because they are coming as a surprise.

Top 20 AP Vendor Report Example

Here is an example of a analytical Top 20 AP Report.

Top 20 Vendor Accounts Payable (AP) Report Example

Top 20 Vendor Accounts Payable (AP) Report Example

You can find hundreds of additional examples here

Who Uses This Type of Report?

The typical users of this type of report are: Controllers, accountants, AP managers, purchasing managers.

Other Reports Often Used in Conjunction with Top 20 AP Vendor Reports

Progressive Accounting departments sometimes use several different Top 20 AP Vendor Reports, along with payables reports, purchase order reports, expense reports, expense dashboards and other management and control tools.

Where Does the Data for Analysis Originate From?

The Actual (historical transactions) data 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

Customer 360 Degree Analysis Report Example

What is a Customer 360 Degree Analysis Report?

Customer 360 degree reports are considered one of the most important analysis tools in a company and are often used by customer-facing employees and managers to quickly get a complete picture of a specific customer without having to manually assemble data from different systems. Some of the key functionality in this type of dashboard report is that it combines data from the company’s systems that hold customer information. These typically include sales and receivables data from the ERP system, pipeline data from CRM and support data from the helpdesk system. The report is a single page, easy to read format that combines customer metrics with charts for easy analysis. The report is parameter driven and the user can run it for any customer and date range. You find an example of this type of dashboard report below.

Purpose of 360 Degree Customer Reports

Companies and organizations use 360 Degree Customer Reports to speed up decisions by providing employees and managers with a very quick and easy way to see everything going on with a customer. When used as part of good business practices in a customer-facing department, a company can improve its customer-related decisions as well as reduce the chances that revenues are lost because employees make decisions without a complete customer picture.

360 Degree Customer Report Example

Here is an example of a Customer360 report that combines data from multiple data sources.

Customer 360 Degree Analysis Report Example

Customer 360 Degree Analysis Report Example

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: Support teams, Sales teams, Managers.

Other Dashboard Reports Often Used in Conjunction with 360 Degree Customer Reports

Progressive customer-facing Departments sometimes use several different 360 Degree Customer Reports, along with sales reports, receivables reports, support reports, customer dashboards and other management and control tools.

Where Does the Data for Analysis Originate From?

The Actual (historical transactions) data typically comes from helpdesk, CRM 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, Microsoft Dynamics 365 (CRM), Salesforce, Hubspot, Zendesk, 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