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Rolling 13 Month Cash Flow Report Example

What is a Rolling 13 Month Cash Flow Report?

Rolling Cash Flow Reports are considered financial trend reports and are often used by CFOs and Treasurers to analyze liquidity and related cash inflows and outflows. Some of the key functionality in this type of report is that it automatically displays the cash flow for the current month as well as the prior 12 months. This feature is driven by the period parameter the user enters to run the report. You find an example of this type of report below.

Purpose of Cash Flow Rolling Trend Reports

Companies and organizations use Cash Flow Rolling Trend Reports to analyze how historical trends in cash inflows and outflows are affecting their liquidity. When used as part of good business practices in a Finance & Accounting Department, a company can improve its cash flow situation as well as reduce the chances that any liquidity issues occur in the months ahead.

Cash Flow Rolling Trend Report Example

Here is an example of a 13 Month Rolling Cash Flow Trend Report.

Rolling 13 Month Cash Flow Report Example

Rolling 13 Month Cash Flow 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: CFOs, Treasurers and Analysts.

Other Reports Often Used in Conjunction with Cash Flow Rolling Trend Reports

Progressive Finance & Accounting Departments sometimes use several different Cash Flow Rolling Trend Reports, along with trended profit & loss reports, balance sheets, cash flow forecasting and simulation 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

Monthly Profit & Loss Forecast Report Example

What is a Monthly Profit & Loss Forecast Report?

Profit & Loss Forecasts are considered one of the most popular type of planning models and are used by CFOs and planning managers to help plan any activity that will be driven by revenues, expenses and profitability. One key functionality in this type of forecast template can provide a month by month view of revenues and expenses at a GL account level. In the columns it automatically pulls actual figures year-to-date and then displays forecast for the remaining months. This P&L forecast is typically linked to the Balance Sheet and together these two templates feed the Cash Flow Forecast. You will find an example of this type of forecast template below.

Purpose of Profit & Loss Forecast Models

Companies and organizations use Profit & Loss Forecast Models to provide executives and managers with a dynamic planning tool that speeds up and improves decisions related to revenues, expenses and profitability. When used as part of good business practices in a Financial Planning & Analysis (FP&A) and Accounting Department, a company can improve its strategic and operating decisions as well as mitigate the risk that lack of profitability and related overspending occur.

Profit & Loss Forecast Model Example

Here is an example of a Monthly Profit & Loss Forecast Report with actual data year-to-date and forecast for the rest of the year.

Monthly Profit & Loss Forecast Report Example

Monthly Profit & Loss Forecast Report Example

You can find hundreds of additional examples here.

Who Uses This Type of Forecast Template?

The typical users of this type of forecast template are: CFOS, Controllers and Planning Managers.

Other Forecast Templates Often Used in Conjunction with Profit & Loss Forecast Models

Progressive Financial Planning & Analysis (FP&A) and Accounting Departments sometimes use several different Profit & Loss Forecast Models, along with balance sheet and cash flow 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, 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

Monthly Balance Sheet Forecast Report Example

What is a Monthly Balance Sheet Forecast Report?

Balance Sheet Forecasts are considered key planning tools and are used by CFOs and planning managers to estimate liability and asset components as well as to drive the cash flow forecast. A key functionality in this type of forecast template can pull Net Income and Accumulated Depreciation data from the Profit & Loss forecast and feed it into the Cash Flow forecast. It displays monthly historical data up to the current period, and forecast data for the remaining months of the year. Part of the logic provide an estimate of the timing for Receivables and Payables. The monthly detail provides managers with insights such as important upward and downward trends. You will find an example of this type of forecast template below.

Purpose of Balance Sheet Forecast Models

Companies and organizations use Balance Sheet Forecast Models to drive the Cash Flow forecast and to help managers make timely decisions based on the resulting insights. When used as part of good business practices in a Financial Planning & Analysis (FP&A) and Accounting Department, a company can improve its decisions related to assets, liabilities and cash flow, as well as reduce the risk that it cannot meet its financial obligations.

Balance Sheet Forecast Model Example

Here is an example of a Monthly Balance Sheet Forecast Report with actual data year-to-date and forecast for the rest of the year.

Monthly Balance Sheet Forecast Report Example

Monthly Balance Sheet Forecast Report Example

You can find hundreds of additional examples here.

Who Uses This Type of Forecast Template?

The typical users of this type of forecast template are: CFOS, Controllers and Planning Managers.

Other Forecast Templates Often Used in Conjunction with Balance Sheet Forecast Models

Progressive Financial Planning & Analysis (FP&A) and Accounting Departments sometimes use several different Balance Sheet Forecast Models, along with profit & loss and cash flow 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, 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

Monthly Cash Flow Forecast Model Example

What is a Monthly Cash Flow Forecast Model?

Cash Flow Forecast Models are considered essential planning tools and are used by CFOs and planning managers to ensure that its sources and uses of funds provide the necessary liquidity for the coming months’ operations. Some key functionality in this type of forecast template will pull data from Profit & Loss and Balance Sheet accounts, then display monthly historical data YTD and forecast for the remaining periods of the year. Part of the logic from underlying asset and liability accounts offers a prediction of the timing for Receivables and Payables. The monthly detail provides managers with insights such as upward and downward trends in the cash flow. You will find an example of this type of forecast template below.

Purpose of Cash Flow Forecast Models

Companies and organizations use Cash Flow Forecast Models to ensure that the business has the cash required to fund its planned activities for the months ahead. When used as part of good business practices in a Financial Planning & Analysis (FP&A) Department, a company can improve its liquidity as well as reduce the risk of experiencing cash flow issues.

Cash Flow Forecast Model Example

Here is an example of a Monthly Cash Flow Forecast Report with actual data year-to-date and forecast for the rest of the year.

Monthly Cash Flow Forecast Model Example

Monthly Cash Flow Forecast Model Example

You can find hundreds of additional examples here.

Who Uses This Type of Forecast Template?

The typical users of this type of forecast template are: CFOs and Executives.

Other Forecast Templates Often Used in Conjunction with Cash Flow Forecast Models

Progressive Financial Planning & Analysis (FP&A) Departments sometimes use several different Cash Flow Forecast Models, along with profit & loss and balance sheet 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, 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

Liquidity Risk Analysis Forecast Report Example

What is a Liquidity Risk Analysis Forecast Report?

Liquidity Risk Analysis reports are considered financial management tools that are used by financial managers to monitor and project the company’s liquidity. A key functionality in this type of report allows the user to score the risk based on a weighted average of various drivers that comprise the overall liquidity risk number as seen in the image below. The user can find more details by expanding the section below the risk rating. In this section, components, such as cash, receivables, EBITDA, payables, debt, and etc. can be viewed. The report pulls these figures from the underlying Cash Flow forecast, which ties to the Profit & Loss and Balance Sheet forecast. You will find an example of this type of report below.

Purpose of Liquidity Analysis Reports

Companies and organizations use Liquidity Analysis Reports to analyze historical and forecasted periods to better manage liquidity. It can also identify unforeseen, as well as, planned business activities that require cash or financing. When used as part of good business practices in a Finance & Accounting Department, a company can improve its liquidity-related decisions as well as reduce the risk that it runs out of money.

Liquidity Analysis Report Example

Here is an example of an easy-to-read Liquidity Risk Analysis report. Because of all the graphical elements, it could also be referred to as a Dashboard.

Liquidity Risk Analysis Forecast Report Example

Liquidity Risk Analysis Forecast 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: The Board of Directors, CEOs, CFOs, Treasurers and Analysts.

Other Reports Often Used in Conjunction with Liquidity Analysis Reports

Progressive Finance & Accounting Departments sometimes use several different Liquidity Analysis Reports, along with forecasts and reports for profit & loss, balance sheet, cash flow, receivables aging analysis 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, Netsuite and others.

In analyses where budgets or forecasts are used, the 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) Technology Solutions and More Examples

Subscription Revenue Forecast Template Example

What is a Subscription Revenue Forecast Template?

Subscription Revenue Forecasts are considered one of the most important planning tools for any business with significant subscription revenue. They are used by executives and managers to estimate recurring revenue in future months and years. Key functionality in this type of forecast form uses drivers like New Deals, Deal Size and Churn to automatically calculate the forecast. The provided example has expandable columns for monthly detail and it goes 10 years into the future. You will find an example of this type of forecast form below.

Purpose of Subscription Revenue Forecast Models

Companies and organizations use Subscription Revenue Forecast Models to predict revenue streams, as accurately as possible, in coming months and years. When used as part of good business practices in a Financial Planning & Analysis (FP&A) Department, a company can improve its planning for everything related to their annual recurring revenue (ARR) streams and customer retention, as well as, reduce the risk that customer-centric tactics lack management focus.

Subscription Revenue Forecast Model Example

Here is an example of a driver-based Subscription Revenue forecast template that calculates 10 years of future revenue streams.

Subscription Revenue Forecast Template Example

Subscription Revenue Forecast Template Example

You can find hundreds of additional examples here.

Who Uses This Type of Forecast Form?

The typical users of this type of forecast form are: The Board of Directors, Executives and Sales Managers.

Other Forecast Forms Often Used in Conjunction with Subscription Revenue Forecast Models

Progressive Financial Planning & Analysis (FP&A) Departments sometimes use several different Subscription Revenue Forecast Models, along with annual budgets and other management and control tools.

Where Does the Data for Analysis Originate From?

The Actual (historical transactions) data typically comes from enterprise resource planning (ERP) systems like: Microsoft Dynamics 365 (D365) Finance, Microsoft Dynamics 365 Business Central (D365 BC), Microsoft Dynamics AX, Microsoft Dynamics NAV, Microsoft Dynamics SL, Sage Intacct, Sage 100, Sage 300, Sage 500, Sage X3, SAP Business One, SAP ByDesign, Netsuite and others.

In analyses where budgets or forecasts are used, the 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) Technology Solutions and More Examples

Multi-Year Forecast Input Template Example

What is a Multi-Year Forecast Input Template?

Multi-Year Forecasts are considered strategic planning tools that are used by executives and budget managers to get a long term perspective on the organization’s financial outlook. A key functionality in this type of planning template allows input of next year’s budget at the monthly level, while the following years are entered as quarterly figures. The row level data can be entered by GL account or at a more summarized level. You will find an example of this type of planning template below.

Purpose of Multi-Year Forecasts

Companies and organizations use Multi-Year Forecasts to enable executives and planning managers to get a long term perspective of key revenues, expenses and other relevant metrics. When used as part of good business practices in a Financial Planning & Analysis (FP&A) Department, a company can improve its decision-making capability as well as mitigate the risk that the company makes short term decisions that are misaligned with its long range direction.

Multi-Year Forecast Example

Here is an example of a Multi-Year forecast template that enables input of a 5 year plan.

Multi-Year Forecast Input Template Example

Multi-Year Forecast Input Template Example

You can find hundreds of additional examples here.

Who Uses This Type of Planning Template?

The typical users of this type of planning template are: The Board of Directors, Executives, CFO and the Budget Manager.

Other Planning templates Often Used in Conjunction with Multi-Year Forecasts

Progressive Financial Planning & Analysis (FP&A) Departments sometimes use several different Multi-Year Forecasts, along with strategic plans, Key Performance Indicators (KPIs) 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 SL, Sage Intacct, Sage 100, Sage 300, Sage 500, Sage X3, SAP Business One, SAP ByDesign, Netsuite and others.

In analyses where budgets or forecasts are used, the 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) Technology Solutions and More Examples

Sales Forecast from CRM Pipeline Example

What is a Sales Forecast from CRM Pipeline?

Sales forecasts combining CRM pipeline with actual sales history are considered automated planning tools and are used by sales managers to more accurately estimate sales in upcoming months. One key functionality in this type of forecast template brings in actual year-to-date sales in the first columns and CRM pipeline in the next columns. The latter can be manually adjusted up or down for the most realistic estimate. The final months are automatically populated by the existing budget, yet remain adjustable by the sales manager. For research purposes, the user can drill down on the actual columns to see the underlying sales transactions. You will find an example of this type of forecast template below.

Purpose of Sales Forecast with CRM Pipeline Templates

Companies and organizations use Sales Forecast with CRM Pipeline Templates to quickly generate updated sales estimates based on available data. When used as part of good business practices in a Sales Department, a company can improve its forecasting accuracy as well as mitigate the risk that downstream activities suffer as a result of poor sales forecasting methods.

Sales Forecast with CRM Pipeline Template Example

Here is an example of a Sales Forecast input template combining actual, pipeline and budgeted sales.

Sales Forecast from CRM Pipeline Example

Sales Forecast from CRM Pipeline Example

You can find 100’s of additional examples here.

Who Uses This Type of Forecast Template?

The typical users of this type of forecast template are: Sales Executives and other managers.

Other Forecast Templates Often Used in Conjunction with Sales Forecast with CRM Pipeline Templates

Progressive Sales Departments sometimes use several different Sales Forecast with CRM Pipeline Templates, along with sales reports, sales dashboards, financial forecast 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 SL, Sage Intacct, Sage 100, Sage 300, Sage 500, Sage X3, SAP Business One, SAP ByDesign, Netsuite and others.

In analyses where budgets or forecasts are used, the 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) Technology Solutions and More Examples

Driver-based Sales Forecast Template

What is a Driver-based Sales Forecast?

Driver-based sales forecasts are considered essential planning tools and are used by sales managers to estimate sales in upcoming months. A key functionality in this type of forecast template allows the sales manager to automatically generate sales per sales person based on break-back of the full year sales target. Next, manual adjustments can be made at the row level to apply relevant exceptions. Variance between total forecasted sales and the original sales budget is displayed on the top of the form. You will find an example of this type of forecast template below.

Purpose of Driver-based Sales Forecast Templates

Companies and organizations use Driver-based Sales Forecast Templates to enable all departments that have a dependency on sales to stay on top of their related plans. When used as part of good business practices in a Sales Department, a company can improve its sales-related plans and activities as well as reduce the risk that the company misses its profit targets or experiences issues with its supply chain.

Driver-based Sales Forecast Template Example

Here is an example of a driver-based Sales Forecast Input Template.

Driver-based Sales Forecast Template

Driver-based Sales Forecast Template

You can find 100’s of additional examples here.

Who Uses This Type of Forecast Template?

The typical users of this type of forecast template are: Sales Executives and other managers.

Other Forecast Templates Often Used in Conjunction with Driver-based Sales Forecast Templates

Progressive Sales Departments sometimes use several different Driver-based Sales Forecast Templates, along with sales reports, sales dashboards, financial forecast 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 SL, Sage Intacct, Sage 100, Sage 300, Sage 500, Sage X3, SAP Business One, SAP ByDesign, Netsuite and others.

In analyses where budgets or forecasts are used, the 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) Technology Solutions and More Examples

Driver-based Payroll Forecast Template

What is a Driver-based Payroll Forecast Template?

Payroll forecast input forms are considered a key part of automated forecast models and are used by HR and budget managers to develop hiring and salary expense plans. A key functionality in this type of forecast template allows the user to quickly enter the total target payroll expense and break it down to each position. Next, adjustments can be done at the indvidual/position level. You will find an example of this type of forecast template below.

Purpose of Driver-based Payroll Forecast Models

Companies and organizations use Driver-based Payroll Forecast Models to quickly develop one or many forecast scenarios as part of their human capital planning process. When used as part of good business practices in a Financial Planning & Analysis (FP&A) or HR Department, a company can improve workforce planning strategic and cost-related decisions, as well as reduce risks for over- or under-spending that can potentially impact profitability dramatically.

Driver-based Payroll Forecast Model Example

Here is an example of a driver-based Payroll Forecast form that calculates salaries, taxes and benefits.

Driver-based Payroll Forecast Template

Driver-based Payroll Forecast Template

You can find 100’s of additional examples here.

Who Uses This Type of Forecast Template?

The typical users of this type of forecast template are: Human Resources (HR) and budget managers.

Other Forecast Templates Often Used in Conjunction with Driver-based Payroll Forecast Models

Progressive Financial Planning & Analysis (FP&A) and HR Departments sometimes use several different Driver-based Payroll Forecast Models, along with additional forecast and budgeting 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 SL, Sage Intacct, Sage 100, Sage 300, Sage 500, Sage X3, SAP Business One, SAP ByDesign, Netsuite and others.

In analyses where budgets or forecasts are used, the 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) Technology Solutions and More Examples