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Example of a 5 Year P&L Forecast to Streamline the Forecasting Process

Using 5 Year P&L Forecasts to Streamline the Planning Process

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How 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…
Example of a 12 Month Rolling P&L Forecast to Streamline the Forecasting Process

Using 12 Month Rolling P&L Forecasts to Streamline the Planning Process

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How 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…
Example of a Revenue and Expense Budget Input Form to Streamline the Annual Budget Input Form

Using web-based P&L Budgeting Forms to Streamline the Annual Planning Process

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How 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…
Example of a Profit & Loss Forecast Input Template to Streamline the Forecasting Process

Using Profit & Loss Forecast Templates to Streamline the Forecasting Process

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How 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…
Example of a Profit & Loss Top Down Driver-based Forecast Template to Streamline the Planning Process

Using Profit & Loss Top Down Driver-based Forecasts to Streamline the Planning Process

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

Using P&L Consolidation Reports with Breakdown by Company to Streamline the Monthly Reporting Process

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

Using P&L Summary Reports with Monthly and by Quarterly Details to Streamline the Monthly Reporting Process

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

Using Rolling 13 Month P&L Trend Reports 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…
Example of a P&L Report with Forecast and Budget to Streamline the Monthly Reporting Process

Using P&L Reports with Forecasts and Budgets to Streamline the Monthly Reporting Process

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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…
Example of a KPI Simulation Dashboard to Streamline the Modelling and Forecasting Process

Using KPI Simulation Dashboards to Streamline the Modelling and Forecasting Process

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How 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)…
Example of a Balance Sheet Simulation Dashboard to Streamline the Modelling and Forecasting Process

Using Balance Sheet Simulation Dashboards to Streamline the Modelling and Forecasting Process

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How 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)…
Example of a Profit Simulation Dashboard to Streamline the Modelling and Forecasting Process

Using Profit Simulation Dashboards to Streamline the Modelling and Forecasting Process

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How 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)…
Example of an Expense Simulation Dashboard to Streamline the Modelling and Forecasting Process

Using Expense Simulation Dashboards to Streamline the Modelling and Forecasting Process

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How 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)…
Example of a Revenue Simulation Dashboard to Streamline the Modelling and Forecasting Process

Using Revenue Simulation Dashboards to Streamline the Modelling and Forecasting Process

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How 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)…
Example of a Balance Sheet Budget Dashboard to Streamline the Planning Process

Using Balance Sheet Budget Dashboards to Streamline the Planning Process

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How 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…
Example of a Profit Margin Budget Dashboard to Streamline the Planning Process

Using Profit Margin Budget Dashboards to Streamline the Planning Process

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How 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…
Example of an Expense Budget Dashboard to Streamline the Planning Process

Using Expense Budget Dashboards to Streamline the Planning Process

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How 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…
Example of a Revenue Budget Dashboard to Streamline the Planning Process

Using Revenue Budget Dashboards to Streamline the Planning Process

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How 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…
Example of a Consolidated Statement of Income Call Report

Consolidated Statement of Income Call Report for Banks

What 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…
Example of a Top Ten Customers by Profitability Report for banks

Top Ten Customers by Profitability Report for Banks

What 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…
Example of a New Customer Acquisition Report for Banks

New Customer Acquisition Report for Banks

What 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.…
Example of a Profitability by Customer Report for Banks

Profitability by Customer Report for Banks

What 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.…
Example of a Profitability by Customer Account Report for Banks

Profitability by Customer Account Report for Banks

What 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…
Example of a Term Deposit Profitability Trend Report for Banks

Term Deposit Profitability Trend Report for Banks

What 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…
Example of a Loan Profitability Trend Report for Banks

Loan Profitability Trend Report for Banks

What 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…
Example of a Balance Sheet Report for Bank Branches

Balance Sheet Report for Bank Branches

What 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…
Example of an Income Statement Report for bank branches

Income Statement Report for Bank Branches

What 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…
Example of a Certificates of Deposit Production Trend Report for Banks

Certificates of Deposit Production Trend Report for Banks

What 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…
Example of a Loan Production Trend Report for Banks

Loan Production Trend Report for Banks

What 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…
Example of a Yield and Rate Analysis Report by Bank Branch

Yield and Rate Analysis Report by Bank Branch

What 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…