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

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) and business intelligence (BI) tools. Using interactive Simulation Dashboards like the Balance Sheet Simulation Dashboard template shown below enables them and users from the Accounting and Finance teams to experience near real time simulation that help drive faster and better decisions.

Who uses Balance Sheet Simulation Dashboards and What are Some Key Analytical Features?

In today’s fast-paced business environment, FP&A Managers are under high pressure to supply end users like CFOs and analysts with timely and concise Simulation Dashboards. Companies use key features like the ones below to support their users with effective analysis that helps drive risk control and resource maximization.

  • Sliders to increase or decrease the weighting of historical data in the current year estimate
  • Comparison of simulation result with three years of history
  • Focus on Assets and Liabilities

The Balance Sheet Simulation Dashboard template can be used as a key element of the Modelling and Forecasting process:

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

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

The Balance Sheet Simulation Dashboard is a ready-to-use Simulation Dashboard from the Solver Marketplace

A Brief Description of the Balance Sheet Simulation Dashboard Template

Simulation Dashboards like the one seen in the image above are interactive and parameter driven and typically contain sections with simulation sliders, as well as balance sheet KPIs with tables and graphical charts. One of the important features that aid the user in the analysis process is the ability to move any of the sliders left or right to increase or decrease the weighting of that item in the simulated asset and liability estimate. Balance Sheet Simulation Dashboards are often used in conjunction with balance sheet- and cash flow input models, cash flow dashboards, and balance sheet reports.

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 Simulation Dashboard to Streamline the Modelling and Forecasting Process

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) and business intelligence (BI) tools. Using interactive Simulation Dashboards like the Profit Simulation Dashboard template shown below enables them and users from the Executive and Finance teams to experience near real time forecasting that help drive faster and better decisions.

Who uses Profit Simulation Dashboards and What are Some Key Analytical Features?

In today’s fast-paced business environment, FP&A Managers are under high pressure to supply end users like CFOs and senior leaders with timely and concise Simulation Dashboards. Companies use key features like the ones below to support their users with effective analysis that helps drive expense control and profit maximization.

  • Sliders to increase or decrease the weighting of historical data in the current year estimate
  • Comparison of simulation result with annual budget and three years of history
  • Focus on Gross Profit, EBITDA and Net Profit

The Profit Simulation Dashboard template can be used as a key element of the Modelling and Forecasting process:

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

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

The Profit Simulation Dashboard is a ready-to-use Simulation Dashboard from the Solver Marketplace

A Brief Description of the Profit Simulation Dashboard Template

Simulation Dashboards like the one seen in the image above are interactive and parameter driven and typically contain sections with simulation sliders, as well as profitability KPIs with related variance tables and graphical charts. One of the important features that aid the user in the analysis process is the ability to move any of the sliders left or right to increase or decrease the weighting of that item in the simulated profitability estimate. Profit Simulation Dashboards are often used in conjunction with forecast input models, sales dashboards, revenue dashboards, expense dashboards and profit & loss reports.

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 an Expense Simulation Dashboard to Streamline the Modelling and Forecasting Process

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) and business intelligence (BI) tools. Using interactive Simulation Dashboards like the Expense Simulation Dashboard template shown below enables them and users from accounting and other departments to experience near real time forecasting that help drive faster and better decisions.

Who uses Expense Simulation Dashboards and What are Some Key Analytical Features?

In today’s fast-paced business environment, FP&A Managers are under high pressure to supply end users like department managers and executives with timely and concise Simulation Dashboards. Companies use key features like the ones below to support their users with effective analysis that helps drive fiscal control and planning.

  • Sliders to increase or decrease the weighting of historical expense data in the current year estimate
  • Interactive expense tables by GL category and account
  • Charts to compare history and budget with the simulated estimate

The Expense Simulation Dashboard template can be used as a key element of the Modelling and Forecasting process:

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

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

The Expense Simulation Dashboard is a ready-to-use Simulation Dashboard from the Solver Marketplace

A Brief Description of the Expense Simulation Dashboard Template

Simulation Dashboards like the one seen in the image above are interactive and parameter driven and typically contain sections with simulation sliders, as well as comparative tables and graphical charts. One of the important features that aid the user in the analysis process is the ability to move any of the sliders left or right to increase or decrease the weighting of that item in the simulated forecast. Expense Simulation Dashboards are often used in conjunction with forecast input models, sales dashboards, expense dashboards, profit & loss reports.

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 Revenue Simulation Dashboard to Streamline the Modelling and Forecasting Process

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) and business intelligence (BI) tools. Using interactive Simulation Dashboards like the Revenue Simulation Dashboard template shown below enables them and users from the Finance team to experience near real time forecasting that help drive faster and better decisions.

Who uses Revenue Simulation Dashboards and What are Some Key Analytical Features?

In today’s fast-paced business environment, FP&A Managers are under high pressure to supply end users like CFOs and analysts with timely and concise Simulation Dashboards. Companies use key features like the ones below to support their users with effective analysis that helps drive revenue growth strategies.

  • Sliders to increase or decrease the weighting of historical data in the current year estimate
  • Interactive revenue tables by GL category and account
  • Charts to compare history and budget with the simulated estimate

The Revenue Simulation Dashboard template can be used as a key element of the Modelling and Forecasting process:

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

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

The Revenue Simulation Dashboard is a ready-to-use Simulation Dashboard from the Solver Marketplace

A Brief Description of the Revenue Simulation Dashboard Template

Simulation Dashboards like the one seen in the image above are interactive and parameter driven and typically contain sections with simulation sliders as well as comparative tables and graphical charts. One of the important features that aid the user in the analysis process is the ability to move any of the sliders left or right to increase or decrease the weighting of that item in the simulated forecast. Revenue Simulation Dashboards are often used in conjunction with forecast input models, sales dashboards, revenue dashboards, profit & loss reports.

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 Budget Dashboard to Streamline the Planning Process

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 (BI) tools. Using interactive Budget Dashboards like the Balance Sheet Budget Dashboard template shown below enables them and users from the Finance team to experience near real time budget analysis that help drive faster and better decisions.

Who uses Balance Sheet Budget Dashboards and What are Some Key Analytical Features?

In today’s fast-paced business environment, Budget Managers are under high pressure to supply end users like analysts and executives with timely and concise Budget Dashboards. Companies use key features like the ones below to support their users with effective analysis that helps drive accurate asset and liability budgets.

  • Actual year-to-date (YTD) compared to the Budget for next year
  • Asset and Liability balances by GL Account
  • Interactive charts that reflects which account in the tables the user clicks on

The Balance Sheet Budget Dashboard template can be used as a key element of the Planning process:

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

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

The Balance Sheet Budget Dashboard is a ready-to-use Budget Dashboard from the Solver Marketplace

A Brief Description of the Balance Sheet Budget Dashboard Template

Budget Dashboards like the one seen in the image above are interactive and parameter driven and typically contain sections with trend charts for Current Assets, Non Current Assets, Current Liabilities, Non Current Liabilities. One of the important features that aid the user in the analysis process is the ability to select the last closed period and the charts and tables will automatically display Actual YTD amounts the current year and compare these to the budget for next year. Balance Sheet Budget Dashboards are often used in conjunction with balance sheet budget input templates, cash flow dashboards and balance sheet budget reports.

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 Margin Budget Dashboard to Streamline the Planning Process

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 (BI) tools. Using interactive Budget Dashboards like the Profit Margin Budget Dashboard template shown below enables them and users from the executive team to experience near real time budget analysis that help drive faster and better decisions.

Who uses Profit Margin Budget Dashboards and What are Some Key Analytical Features?

In today’s fast-paced business environment, Budget Managers are under high pressure to supply end users like board members and executives with timely and concise Budget Dashboards. Companies use key features like the ones below to support their users with effective analysis that helps drive strategically aligned budgets.

  • Actual YTD plus Forecast current year versus the Budget for next year
  • Profit metrics shown both as amounts and in percent
  • Interactive trend charts comparing current year estimate (Actual YTD + Forecast) with next year’s budget

The Profit Margin Budget Dashboard template can be used as a key element of the Planning process:

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

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

The Profit Margin Budget Dashboard is a ready-to-use Budget Dashboard from the Solver Marketplace

A Brief Description of the Profit Margin Budget Dashboard Template

Budget Dashboards like the one seen in the image above are interactive and parameter driven and typically contain sections with trend charts and KPIs for Gross Profit, EBITDA and Net Profit. One of the important features that aid the user in the analysis process is the ability to select the last closed period and the entire dashboard will automatically display profitability estimates (Actual YTD + Forecast) for the current year and compare these to the budget for next year. Profit Margin Budget Dashboards are often used in conjunction with revenue and expense budget input templates, revenue/expense budget dashboards and profit & loss budget reports.

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 an Expense Budget Dashboard to Streamline the Planning Process

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 (BI) tools. Using interactive Budget Dashboards like the Expense Budget Dashboard template shown below enables them and users from the executive team to experience near real time budget analysis that help drive faster and better decisions.

Who uses Expense Budget Dashboards and What are Some Key Analytical Features?

In today’s fast-paced business environment, Budget Managers are under high pressure to supply end users like department managers and executives with timely and concise Budget Dashboards. Companies use key features like the ones below to support their users with effective analysis that helps drive more accurate expense budgets and optimized resource planning.

  • Expenses for Actual YTD plus Forecast current year versus the Budget for next year
  • Expense detail by Account Category and GL Account
  • Interactive charts that reflects which row in the two tables the user clicks on

The Expense Budget Dashboard template can be used as a key element of the Planning process:

Example of an Expense Budget Dashboard to Streamline the Planning Process

Example of an Expense Budget Dashboard to Streamline the Planning Process

The Expense Budget Dashboard is a ready-to-use Budget Dashboard from the Solver Marketplace

A Brief Description of the Expense Budget Dashboard Template

Budget Dashboards like the one seen in the image above are interactive and parameter driven and typically contain sections with expense trend and comparative charts as well as variance reports. One of the important features that aid the user in the analysis process is the ability to select the last closed period and the entire dashboard will automatically create and display an estimate (Actual YTD + Forecast) for the current year and compare it to the budget for next year. Expense Budget Dashboards are often used in conjunction with budget input templates, revenue budget dashboards and profit & loss budget reports.

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 Revenue Budget Dashboard to Streamline the Planning Process

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 (BI) tools. Using interactive Budget Dashboards like the Revenue Budget Dashboard template shown below enables them and users from the executive team to experience near real time budget analysis that help drive faster and better decisions.

Who uses Revenue Budget Dashboards and What are Some Key Analytical Features?

In today’s fast-paced business environment, Budget Managers are under high pressure to supply end users like sales managers and executives with timely and concise Budget Dashboards. Companies use key features like the ones below to support their users with effective analysis that helps drive more accurate revenue budgets and resource planning.

  • Revenue comparisons for Actual YTD plus Forecast current year versus the Annual Budget for next year
  • Revenue detail by Account Category and GL Account
  • Interactive charts that reflect which row in the two tables the user clicks on

The Revenue Budget Dashboard template can be used as a key element of the Planning process:

Example of a Revenue Budget Dashboard to Streamline the Planning Process

Example of a Revenue Budget Dashboard to Streamline the Planning Process

The Revenue Budget Dashboard is a ready-to-use Budget Dashboard from the Solver Marketplace

A Brief Description of the Revenue Budget Dashboard Template

Budget Dashboards like the one seen in the image above are interactive and parameter driven and typically contain sections with revenue trend and comparative charts as well as variance reports. One of the important features that aid the user in the analysis process is the ability to select the last closed period and the entire dashboard will automatically create and display an estimate (Actual YTD + Forecast) for the current year and compare it to the budget for next year. Revenue Budget Dashboards are often used in conjunction with budget input models, expense budget dashboards and profit & loss budget reports.

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 Consolidated Statement of Income Call Report

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 Currency (OCC) requirements. Some of the main functionality in this type of regulatory report is that it can both be used as an input form and as a formatted report ready to submit to OCC. Any data that can be imported from the ERP system or other database will automatically be pulled into the form without having to be re-entered. Only the top portion of the form is visible in the screenshot. You find an example of this type of regulatory report below.

Purpose of Consolidated Statement of Income Call Report Templates

Banks use Call Report Templates to automate the input and and submission process to OCC. Because this type of template is in a cloud-based reporting system, users can log-in and work on the report from anywhere. When used as part of good business practices in Accounting- and Compliance departments, a bank can improve its processes and save labor costs, and it can reduce the chances that data entry mistakes occur.

Example of a Consolidated Statement of Income Call Report Template

Here is an example of a OCC Call Report with quarterly Consolidated Statement of Income data.

Example of a Consolidated Statement of Income Call Report

Example of a Consolidated Statement of Income Call Report

You can find hundreds of additional examples here

Who Uses This Type of Regulatory Report?

The typical users of this type of regulatory report are: Accountants, compliance managers, CFOs.

Other Reports Often Used in Conjunction with Form 5300 Call Report Templates

Progressive Accounting- and Compliance departments sometimes use OCC call reports supported by internal income statements, balance sheets, cash flow reports, trial balances, transaction detail reports and other management and control tools.

Where Does the Data for Analysis Originate From?

The Actual (historical transactions) data typically comes from bank systems 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, 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 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 by branch. Some of the main functionality in this type of report is that it groups and ranks the top 10 customers by branch location. The columns include: Average account balance, Total revenue, Total expense, and Net profit. The color indicators help the user quickly see important metrics. You find an example of this type of report below.

Purpose of Top Customers by Profitability Reports

Banks use Top Customers by Profitability Reports to at any time be able to identify their most important customers at the branch level and overall. When used as part of good business practices in Executive- and Account Management departments, a bank can improve its customer retention strategies, and it can reduce the chances that top customers are not getting the optimal nurturing.

Example of a Top Customers by Profitability Report

Here is an example of a Top Ten Customer Report that ranks each customer based on profitability and groups them by branch.

Example of a Top Ten Customers by Profitability Report for banks

Example of a Top Ten Customers by Profitability Report for banks

You can find hundreds of additional examples here

Who Uses This Type of Report?

The typical users of this type of report are: Account executives, production managers, branch managers, analysts.

Other Reports Often Used in Conjunction with Top Customers by Profitability Reports

Progressive Executive- and Account Management departments sometimes use several different Top Customers Reports, along with detailed customer transaction reports, financial statements, annual budgets, KPI dashboards, customer dashboards and other management and control tools.

Where Does the Data for Analysis Originate From?

The Actual (historical transactions) data typically comes from bank systems 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, 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