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Example of an 8 Quarter Rolling Profit & Loss Report to Streamline the Monthly Reporting Process

How can Trended Financial Statements Drive Faster and Better Decisions?

As CFOs increasingly become key advisors in the Monthly Reporting Process, they must rely on modern self-service corporate performance management (CPM) and business intelligence (BI) tools. Using interactive Financial Statements like the 8 Quarter Rolling Profit & Loss Report template shown below enables them and users from the executive teams to experience near real time quarterly P&L trend analysis that help drive faster and better decisions.

Who uses 8 Quarter Rolling Profit & Loss Reports and What are Some Key Analytical Features?

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

  • Rolling quarterly columns that dynamically display the past 7 quarters as well as quarter-to-date (QTD) data for the most current periods
  • Parameter-driven execution where the user can select year/period and company
  • Automated row-layout based on account categories

The 8 Quarter Rolling Profit & Loss Report template can be used as a key element of the Monthly Reporting process:

Example of an 8 Quarter Rolling Profit & Loss Report to Streamline the Monthly Reporting Process

Example of an 8 Quarter Rolling Profit & Loss Report to Streamline the Monthly Reporting Process

The 8 Quarter Rolling Profit & Loss Report is a ready-to-use Financial Statement from the Solver Marketplace.

A Brief Description of the 8 Quarter Rolling Profit & Loss Report Template

Financial Statements like the one seen in the image above are interactive and parameter driven and typically contain a presentation quality trended Profit & Loss layout. One of the important features that aid the user in the analysis process is the ability to easily compare revenues, expenses and profit margin trends for the most recent quarters. 8 Quarter Rolling Profit & Loss Reports are often used in conjunction with balance sheet and cash flow trend reports, 13 month rolling P&L reports, KPI dashboards and multi-year budget models.

Data Integration to Transaction Systems

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

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

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

Example of a Balance Sheet Trend Report to Streamline the Monthly Reporting Process

How can Financial Statements Drive Faster and Better Decisions?

As CFOs increasingly become key advisors in the Monthly Reporting Process, they must rely on modern self-service corporate performance management (CPM) and business intelligence (BI) tools. Using interactive Financial Statements like the Balance Sheet Trend Report template shown below enables them and users from the executive teams to experience near real time trended asset, liability and equity metrics that help drive faster and better decisions.

Who uses Balance Sheet Trend Reports and What are Some Key Analytical Features?

In today’s fast-paced business environment, CFOs are under high pressure to supply end users like senior leaders and finance managers with timely and concise Financial Statements. Companies use key features like the ones below to support their users with effective analysis that helps drive investment and debt decisions:

  • Monthly trended assets, liabilities, and shareholder equity figures both for this year and last year actuals
  • Comparison of Last Year YTD and Current Year variances
  • Drill down to account- and journal entry level detail

The Balance Sheet Trend Report template can be used as a key element of the Monthly Reporting process:

Example of a Balance Sheet Trend Report to Streamline the Monthly Reporting Process

Example of a Balance Sheet Trend Report to Streamline the Monthly Reporting Process

The Balance Sheet Trend Reports is a ready-to-use Financial Statement from the Solver Marketplace.

A Brief Description of the Balance Sheet Trend Reports Template

Financial Statements like the one seen in the image above are interactive and parameter driven and typically contain sections with monthly trend columns with totals and variances and professional balance sheet formatting. One of the important features that aid the user in the analysis process is the ability to offer self-service, parameter-driven report execution. Balance Sheet Trend Reports are often used in conjunction with trended profit & loss and cash flow reports, balance sheet variance reports, KPI dashboards, and cash flow budget models.

Data Integration to Transaction Systems

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

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

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

Example of a Balance Sheet with Comparison to Prior Year and Variances to Streamline the Monthly Reporting Process

How can Financial Statements Drive Faster and Better Decisions?

As Corporate Controllers increasingly become key advisors in the Monthly Reporting Process, they must rely on modern self-service corporate performance management (CPM) and business intelligence (BI) tools. Using interactive Financial Statements like the Balance Sheet with Comparison to Prior Year  template shown below enables them and users from the finance and accounting teams to experience near real time asset, liability and equity metrics that help drive faster and better decisions.

Who uses Balance Sheets with Comparison to Prior Year and Variance Templates and What are Some Key Analytical Features?

In today’s fast-paced business environment, Corporate Controllers are under high pressure to supply end users like financial managers with timely and concise Financial Statements. Companies use key features like the ones below to support their users with effective analysis that helps drive in-depth balance sheet analysis:

  • Current versus last year comparison with variance indicators
  • Dynamic rows where the user can expand any account category to review individual accounts and drill to journal entries
  • Parameter-driven where the user can run the report on demand to see various snapshots in time and for different business units

The Balance Sheet with Comparison to Prior Year and Variances template can be used as a key element of the Monthly Reporting process:

Example of a Balance Sheet with Comparison to Prior Year and Variances to Streamline the Monthly Reporting Process

Example of a Balance Sheet with Comparison to Prior Year and Variances to Streamline the Monthly Reporting Process

The Balance Sheet with Comparison to Prior Year and Variances template is a ready-to-use Financial Statement from the Solver Marketplace.

A Brief Description of the Balance Sheet with Comparison to Prior Year and Variances Template

Financial Statements like the one seen in the image above are interactive and parameter driven and typically contain sections with presentation quality balance sheet layout ready for viewing. One of the important features that aid the user in the analysis process is the ability to access self-service, web-based variance reports that any user with security rights can run on demand to analyze asset, liability and equity data. Balance Sheet with Comparison to Prior Year and Variances templates are often used in conjunction with balance sheet trend reports, cash flow and profit & loss reports, KPI dashboards and cash flow budget models.

Data Integration to Transaction Systems

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

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

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

Example of a P&L Consolidation Report with Breakdown by Company to Streamline the Monthly Consolidation and Reporting Process

How can Financial Statements Drive Faster and Better Decisions?

As Corporate Controllers increasingly become key advisors in the Monthly Consolidation and Reporting Process, they must rely on modern self-service corporate performance management (CPM) and business intelligence (BI) tools. Using interactive Financial Statements like the P&L Consolidation Report with Breakdown by Company template shown below enables them and users from the parent company management teams to experience near real time consolidated and individual company P&Ls that help drive faster and better decisions.

Who uses P&L Consolidation Reports with Breakdown by Company and What are Some Key Analytical Features?

In today’s fast-paced business environment, Corporate Controllers are under high pressure to supply end users like executives and finance managers with timely and concise Financial Statements. Companies use key features like the ones below to support their users with effective analysis that helps drive better and faster corporate headquarter decisions:

  • The first page shows the Consolidated Profit & Loss Variance report layout
  • All subsidiaries selected in the report filter will automatically be displayed on individual tabs in the same report book
  • Period, company and other filters dynamically drive the dashboard

The P&L Consolidation Report with Breakdown by Company template can be used as a key element of the Monthly Consolidation and Reporting process:

Example of a P&L Consolidation Report with Breakdown by Company to Streamline the Monthly Consolidation and Reporting Process

Example of a P&L Consolidation Report with Breakdown by Company to Streamline the Monthly Consolidation and Reporting Process

The P&L Consolidation Report with Breakdown by Company is a ready-to-use Financial Statement from the Solver Marketplace.

A Brief Description of the P&L Consolidation Report with Breakdown by Company Template

Financial Statements like the one seen in the image above are interactive and parameter driven and typically contain sections with professional P&L variance report layout and automated consolidation. One of the important features that aid the user in the analysis process is the ability to easily analyze the dynamically generated report book because of the consolidated version of the report on the first page and then the same report listed per subsidiary on the subsequent pages. P&L Consolidation Reports with Breakdown by Company are often used in conjunction with consolidating balance sheet reports, profit & loss consolidating report, KPI dashboards, and revenue and expense budget models.

Data Integration to Transaction Systems

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

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

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

Example of a P&L Summary Report with Monthly and by Quarterly Detail to Streamline the Monthly Reporting Process

How can Financial Statements Drive Faster and Better Decisions?

As CFOs increasingly become key advisors in the Monthly Reporting Process, they must rely on modern self-service corporate performance management (CPM) and business intelligence (BI) tools. Using interactive Financial Statements like the P&L Summary Report with Monthly and by Quarterly Detail template shown below enables them and users from the board and executive teams to analyze near real time monthly , quarterly and year-to-date revenues and expenses that help drive faster and better decisions.

Who uses P&L Summary Report with Monthly and by Quarterly Details and What are Some Key Analytical Features?

In today‚Äôs fast-paced business environment, CFOs are under high pressure to supply end users like corporate leaders with timely and concise Financial Statements. Companies use key features like the ones below to support their users with effective analysis that helps drive better view of the company’s performance over time:

  • Expandable year-to-date (YTD) column to view individual months
  • Expandable revenue and COGS rows to see account level detail and drill-down
  • Monthly variance analysis in amount and percent, and with indicators

The P&L Summary Report with Monthly and by Quarterly Detail template can be used as a key element of the Monthly Reporting process:

Example of a P&L Summary Report with Monthly and by Quarterly Detail to Streamline the Monthly Reporting Process

Example of a P&L Summary Report with Monthly and by Quarterly Detail to Streamline the Monthly Reporting Process

The P&L Summary Report with Monthly and by Quarterly Detail is a ready-to-use Financial Statement from the Solver Marketplace.

A Brief Description of the P&L Summary Report with Monthly and by Quarterly Detail Template

Financial Statements like the one seen in the image above are interactive and parameter driven and typically contain sections with monthly, quarterly and YTD views of revenues, expenses, margins and profits. One of the important features that aid the user in the analysis process is the ability to easy, compressed view of essential P&L information. P&L Summary Reports with Monthly and by Quarterly Details are often used in conjunction with profit & loss variance reports, balance sheets, cash flow statements, forecast input models and KPI dashboards.

Data Integration to Transaction Systems

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

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

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

Example of a Rolling 13 Month P&L Trend Report to Streamline the Monthly Reporting Process

How can Financial Statements Drive Faster and Better Decisions?

As CFOs increasingly become key advisors in the Monthly Reporting Process, they must rely on modern self-service corporate performance management (CPM) and business intelligence (BI) tools. Using interactive Financial Statements like the Rolling 13 Month P&L Trend Report template shown below enables them and users from the leadership teams to experience near real time trend analysis for revenues, expenses and margins that help drive faster and better decisions.

Who uses Rolling 13 Month P&L Trend Reports and What are Some Key Analytical Features?

In today’s fast-paced business environment, CFOs are under high pressure to supply end users like CFOs and executive leaders with timely and concise Financial Statements. Companies use key features like the ones below to support their users with effective analysis that helps drive better decisions based on continuous trend data:

  • Dynamically created columns with 13 months of history based on the current month
  • Expandable rows (to drill to GL account and below)
  • Period and company filters that dynamically drives the report content

The Rolling 13 Month P&L Trend Report template can be used as a key element of the Monthly Reporting process:

Example of a Rolling 13 Month P&L Trend Report to Streamline the Monthly Reporting Process

Example of a Rolling 13 Month P&L Trend Report to Streamline the Monthly Reporting Process

The Rolling 13 Month P&L Trend Report is a ready-to-use Financial Statement from the Solver Marketplace.

A Brief Description of the Rolling 13 Month P&L Trend Report Template

Financial Statements like the one seen in the image above are interactive and parameter driven and typically contain sections with advanced Profit & Loss row layout and 13 historical columns with a total. One of the important features that aid the user in the analysis process is the ability to do on-the-fly trend analysis without being locked into a calendar or fiscal year. Rolling 13 Month P&L Trend Reports are often used in conjunction with profit & loss variance reports, balance sheets trends reports, forecast input models and trend dashboards.

Data Integration to Transaction Systems

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

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

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

Example of a P&L Report with Forecast and Budget to Streamline the Monthly Reporting Process

How can Financial Statements Drive Faster and Better Decisions?

As CFOs increasingly become key advisors in the Monthly Reporting Process, they must rely on modern self-service corporate performance management (CPM) and business intelligence (BI) tools. Using interactive Financial Statements like the P&L Report with Forecast and Budget template shown below enables them and users from the leadership teams to experience near real time variance analysis comparing a full year forecast to the original budget that help drive faster and better decisions.

Who uses P&L Reports with Forecasts and Budgets and What are Some Key Analytical Features?

In today’s fast-paced business environment, CFOs are under high pressure to supply end users like budget managers and executive leaders with timely and concise Financial Statements. Companies use key features like the ones below to support their users with effective analysis that helps drive better investment and cost control decisions:

  • Variance information showing the difference between the original budget and the full year forecast
  • Dynamic full year estimate with Actual data up to the current month and the Forecast for remaining months
  • Expandable rows (to drill to GL account and below) and columns (to see summary or individual months)

The P&L Report with Forecast and Budget template can be used as a key element of the Monthly Reporting process:

Example of a P&L Report with Forecast and Budget to Streamline the Monthly Reporting Process

Example of a P&L Report with Forecast and Budget to Streamline the Monthly Reporting Process

The P&L Report with Forecast and Budget is a ready-to-use Financial Statement from the Solver Marketplace.

A Brief Description of the P&L Report with Forecast and Budget Template

Financial Statements like the one seen in the image above are interactive and parameter driven and typically contain sections with professional Profit & Loss row layout with actual, forecast and budget columns (summary and monthly) as well as variances. One of the important features that aid the user in the analysis process is the ability to automatically generate and analyze how well the company is likely to perform for the full year as well as compared to the original budget. P&L Reports with Forecasts and Budgets are often used in conjunction with profit & loss variance reports, balance sheets, cash flow statements, forecast input models and KPI dashboards.

Data Integration to Transaction Systems

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

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

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

Example of a P&L Report with Automated Full Year Estimate to Streamline the Monthly Reporting Process

How can Financial Statements Drive Faster and Better Decisions?

As CFOs increasingly become key advisors in the Monthly Reporting Process, they must rely on modern self-service corporate performance management (CPM) and business intelligence (BI) tools. Using interactive Financial Statements like the P&L Report with Automated Full Year Estimate template shown below enables them and users from the board and executive teams to experience near real time forward-looking projections based on actual data year-to-date and budgets or forecasts for the remainder of the year that help drive faster and better decisions.

Who uses the P&L Report with Automated Full Year Estimate and What are Some Key Analytical Features?

In today’s fast-paced business environment, CFOs are under high pressure to supply end users like CFOs, budget managers and executive leaders with timely and concise Financial Statements. Companies use key features like the ones below to support their users with effective analysis that helps drive more accurate decisions:

  • Dynamic full year estimate with Actual data up to the current month and budgets or forecasts for the remaining months
  • Variance information showing the difference between the original budget and the estimate (Actual YTD + budget for remainder of the year)
  • Expandable rows (to drill to GL account and below) and columns ( to see individual months)

The P&L Report with Automated Full Year Estimate template can be used as a key element of the Monthly Reporting process:

Example of a P&L Report with Automated Full Year Estimate to Streamline the Monthly Reporting Process

Example of a P&L Report with Automated Full Year Estimate to Streamline the Monthly Reporting Process

The P&L Report with Automated Full Year Estimate is a ready-to-use Financial Statement from the Solver Marketplace.

A Brief Description of the P&L Report with Automated Full Year Estimate Template

Financial Statements like the one seen in the image above are interactive and parameter driven and typically contain sections with automatic narrative text followed by fully formatted P&L estimate report sections. One of the important features that aid the user in the analysis process is the ability to use dynamic parameters, exception indicators and drill-down to do root-cause analysis of the actual and budget monthly data. P&L Report with Automated Full Year Estimate reports are often used in conjunction with budget reports, forecast input models, balance sheets, cash flow statements and KPI dashboards.

Data Integration to Transaction Systems

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

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

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

Example of a Profit & Loss Monthly Variance Report to Streamline the Monthly Reporting Process

How can Financial Statements Drive Faster and Better Decisions?

As Corporate Controllers increasingly become key advisors in the Monthly Reporting Process, they must rely on modern self-service corporate performance management (CPM) and business intelligence (BI) tools. Using interactive Financial Statements like the Profit & Loss Variance Report template shown below enables them and users from the accounting and FP&A teams to experience near real time revenue, expense and profit analysis that help drive faster and better decisions.

Who uses Profit & Loss Variance Reports and What are Some Key Analytical Features?

In today’s fast-paced business environment, Corporate Controllers are under high pressure to supply end users like CFOs and executive leaders with timely and concise Financial Statements. Companies use key features like the ones below to support their users with effective analysis that helps drive faster and better decisions:

  • Automated narrative on the top of the report that describes the revenue and net profit results
  • Columns with monthly actual and budget figures as well as variance columns with color indicators
  • Users can expand rows to drill into GL account-level detail

The Profit & Loss Variance Report template can be used as a key element of the Monthly Reporting process:

Example of a Profit & Loss Monthly Variance Report to Streamline the Monthly Reporting Process

Example of a Profit & Loss Monthly Variance Report to Streamline the Monthly Reporting Process

The Profit & Loss Variance Report is a ready-to-use Financial Statement from the Solver Marketplace.

A Brief Description of the Profit & Loss Variance Report Template

Financial Statements like the one seen in the image above are interactive and parameter driven and typically contain sections with narrative followed by fully formatted P&L report. One of the important features that aid the user in the analysis process is the ability to use dynamic parameters, exception indicators and drill-down to get a complete picture of monthly revenues, expense margins and profitability. Profit & Loss Variance Reports are often used in conjunction with profit & loss trend reports, balance sheets, cash flow statements and KPI dashboards.

Data Integration to Transaction Systems

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

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

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