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Using 5 Year P&L Forecasts to Streamline the Planning Process
Report, Budget, Forecast and Dashboard Template Glossary, Solver Marketplace TemplatesHow can Forecast Input Forms Drive Faster and Better Decisions?
As Budget Managers increasingly become key advisors in the Forecasting Process, they must rely on modern self-service corporate performance management (CPM) and business intelligence…
Using 12 Month Rolling P&L Forecasts to Streamline the Planning Process
Report, Budget, Forecast and Dashboard Template Glossary, Solver Marketplace TemplatesHow can Forecast Input Forms Drive Faster and Better Decisions?
As Budget Managers increasingly become key innovators in the Forecasting Process, they must rely on modern self-service corporate performance management (CPM) and business intelligence…
Using web-based P&L Budgeting Forms to Streamline the Annual Planning Process
Report, Budget, Forecast and Dashboard Template Glossary, Solver Marketplace TemplatesHow can Budget Input Forms Drive Faster and Better Decisions?
As Budget Managers increasingly become key advisors in the Annual Budgeting Process, they must rely on modern self-service corporate performance management (CPM) and business intelligence…
Using Profit & Loss Forecast Templates to Streamline the Forecasting Process
Report, Budget, Forecast and Dashboard Template Glossary, Solver Marketplace TemplatesHow can Automated Forecast Input Forms Drive Faster and Better Decisions?
As Budget Managers increasingly become key advisors in the Forecasting Process, they must rely on modern self-service corporate performance management (CPM) and business…
Using Profit & Loss Top Down Driver-based Forecasts to Streamline the Planning Process
Report, Budget, Forecast and Dashboard Template Glossary, Solver Marketplace TemplatesHow can Forecast Input Forms Drive Faster and Better Decisions?
As Budget Managers increasingly become innovators in the Planning Process, they must rely on modern self-service corporate performance management (CPM) and business intelligence…
Using P&L Consolidation Reports with Breakdown by Company to Streamline the Monthly Reporting Process
Report, Budget, Forecast and Dashboard Template Glossary, Solver Marketplace TemplatesHow 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…
Using P&L Summary Reports with Monthly and by Quarterly Details to Streamline the Monthly Reporting Process
Report, Budget, Forecast and Dashboard Template Glossary, Solver Marketplace TemplatesHow 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…
Using Rolling 13 Month P&L Trend Reports to Streamline the Monthly Reporting Process
Report, Budget, Forecast and Dashboard Template GlossaryHow 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…
Using P&L Reports with Forecasts and Budgets to Streamline the Monthly Reporting Process
Report, Budget, Forecast and Dashboard Template Glossary, Solver Marketplace TemplatesHow 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…
Using KPI Simulation Dashboards to Streamline the Modelling and Forecasting Process
Report, Budget, Forecast and Dashboard Template Glossary, Solver Marketplace TemplatesHow can Simulation Dashboards Drive Faster and Better Decisions?
As FP&A Managers increasingly become central figures in the Modelling and Forecasting Process, they must rely on modern self-service corporate performance management (CPM)…
Using Balance Sheet Simulation Dashboards to Streamline the Modelling and Forecasting Process
Report, Budget, Forecast and Dashboard Template Glossary, Solver Marketplace TemplatesHow can Simulation Dashboards Drive Faster and Better Decisions?
As FP&A Managers increasingly become central figures in the Modelling and Forecasting Process, they must rely on modern self-service corporate performance management (CPM)…
Using Profit Simulation Dashboards to Streamline the Modelling and Forecasting Process
Report, Budget, Forecast and Dashboard Template Glossary, Solver Marketplace TemplatesHow can Simulation Dashboards Drive Faster and Better Decisions?
As FP&A Managers increasingly become key advisors in the Modelling and Forecasting Process, they must rely on modern self-service corporate performance management (CPM)…
Using Expense Simulation Dashboards to Streamline the Modelling and Forecasting Process
Report, Budget, Forecast and Dashboard Template Glossary, Solver Marketplace TemplatesHow can Simulation Dashboards Drive Faster and Better Decisions?
As FP&A Managers increasingly become central figures in the Modelling and Forecasting Process, they must rely on modern self-service corporate performance management (CPM)…
Using Revenue Simulation Dashboards to Streamline the Modelling and Forecasting Process
Report, Budget, Forecast and Dashboard Template Glossary, Solver Marketplace TemplatesHow can Simulation Dashboards Drive Faster and Better Decisions?
As FP&A Managers increasingly become central figures in the Modelling and Forecasting Process, they must rely on modern self-service corporate performance management (CPM)…
Using Balance Sheet Budget Dashboards to Streamline the Planning Process
Report, Budget, Forecast and Dashboard Template Glossary, Solver Marketplace TemplatesHow can Budget Dashboards Drive Faster and Better Decisions?
As Budget Managers increasingly become key drivers of the Planning Process, they must rely on modern self-service corporate performance management (CPM) and business intelligence…
Using Profit Margin Budget Dashboards to Streamline the Planning Process
Report, Budget, Forecast and Dashboard Template Glossary, Solver Marketplace TemplatesHow can Budget Dashboards Drive Faster and Better Decisions?
As Budget Managers increasingly become key drivers in the Planning Process, they must rely on modern self-service corporate performance management (CPM) and business intelligence…
Using Expense Budget Dashboards to Streamline the Planning Process
Report, Budget, Forecast and Dashboard Template Glossary, Solver Marketplace TemplatesHow can Budget Dashboards Drive Faster and Better Decisions?
As Budget Managers increasingly become key drivers of the Planning Process, they must rely on modern self-service corporate performance management (CPM) and business intelligence…
Using Revenue Budget Dashboards to Streamline the Planning Process
Report, Budget, Forecast and Dashboard Template Glossary, Solver Marketplace TemplatesHow can Budget Dashboards Drive Faster and Better Decisions?
As Budget Managers increasingly become key drivers of the Planning Process, they must rely on modern self-service corporate performance management (CPM) and business intelligence…
Consolidated Statement of Income Call Report for Banks
Report, Budget, Forecast and Dashboard Template GlossaryWhat is a Consolidated Statement of Income Call Report?
The Consolidated Statement of Income is considered a Call Report and is used by accountants and compliance managers to submit quarterly data as per Office of the Comptroller of the…
Top Ten Customers by Profitability Report for Banks
Report, Budget, Forecast and Dashboard Template GlossaryWhat is a Top Ten Customers by Profitability Report for Banks?
Top Customer by Profitability Reports are considered customer ranking reports and are used by managers and account executives to get a snapshot of the top most profitable customer…
New Customer Acquisition Report for Banks
Report, Budget, Forecast and Dashboard Template GlossaryWhat is a New Customer Acquisition Report for Banks?
New Customer Acquisition Reports are considered growth and profitability analysis tools and are used by sales managers and leaders to monitor new customer growth and profitability metrics.…
Profitability by Customer Report for Banks
Report, Budget, Forecast and Dashboard Template GlossaryWhat is a Profitability by Customer Report for Banks?
Customer Profitability Reports are considered operational reports and are used by account executives and analysts to review income, expenses and profitability for individual customers.…
Profitability by Customer Account Report for Banks
Report, Budget, Forecast and Dashboard Template GlossaryWhat is a Profitability by Customer Account Report for Banks?
Customer Account Profitability Reports are considered operational reports and are used by account executives and analysts to review income, expenses and profitability for individual…
Term Deposit Profitability Trend Report for Banks
Report, Budget, Forecast and Dashboard Template GlossaryWhat is a Term Deposit Profitability Trend Report for Banks?
Term Deposit Profitability Trend Reports are considered operational reports and are used by executives and managers to analyze monthly trends in term deposit metrics. Some of the…
Loan Profitability Trend Report for Banks
Report, Budget, Forecast and Dashboard Template GlossaryWhat is a Loan Profitability Trend Report for Banks?
Loan Profitability Trend Reports are considered operational reports and are used by executives and loan managers to analyze monthly trends in loan KPIs. Some of the main functionality…
Balance Sheet Report for Bank Branches
Report, Budget, Forecast and Dashboard Template GlossaryWhat is a Balance Sheet Report for Bank Branches?
Branch-level Balance Sheets are considered essential month-end reports and are used by corporate executives and branch managers to track actual balances and variances for assets, liabilities…
Income Statement Report for Bank Branches
Report, Budget, Forecast and Dashboard Template GlossaryWhat is a Income Statement Report for Bank Branches?
Branch-level Income Statements are considered essential month-end reports and are used by corporate executives and branch managers to track revenues, expenses and profitability. Some of…
Certificates of Deposit Production Trend Report for Banks
Report, Budget, Forecast and Dashboard Template GlossaryWhat is a Certificates of Deposit Production Trend Report for Banks?
Certificates of Deposit (CDs) Trend Reports are considered production analysis tools and are used by executives and branch managers to monitor trends and anomalies in sales…
Loan Production Trend Report for Banks
Report, Budget, Forecast and Dashboard Template GlossaryWhat is a Loan Production Trend Report for Banks?
Loan Production Trend Reports are considered operational analysis tools and are used by executives and loan managers to monitor trends and anomalies in branch-level and consolidated loan…
Yield and Rate Analysis Report by Bank Branch
Report, Budget, Forecast and Dashboard Template GlossaryWhat is a Yield and Rate Analysis Report by Bank Branch?
Yield and Interest Rate Reports are considered analysis tools and are used by Executives and CFOs to analyze actual and budgeted rates and yields by branch. Some of the main functionality…