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Revenue KPIs for Mobile Phones - Example

What is a Revenue KPI dashboard for Mobile Phones?

Mobile apps that display revenue KPIs and charts are considered analytical apps and are used by executives and financial managers to monitor the company’s revenue and gross margin metrics on their phones. Some of the main functionality in this type of mobile dashboard is that it displays revenue-related financial figures and charts directly on mobile phones such as iPhones and Android-based phones like Samsung Galaxy. This particular sample dashboard shows three main metrics: 1) Revenue (for any number of accounts or account groups) trend with variance versus goal, 2) Gross profit margin trend and variance versus goal, 3) Gross profit (amount) trend and variance. You find an example of this type of mobile dashboard below.

Purpose of Revenue and Gross Margin KPI Dashboards for Mobile Phones

Companies use Revenue and Gross Margin KPI Dashboards for Mobile Phones to enable managers to monitor Revenue and Gross Margin at any time by simply viewing it on their cell phone. When used as part of good business practices in a Financial Planning & Analysis (FP&A) department, an organization can improve and speed up its decision-making, and it can reduce the chances that busy managers fall behind and lose track of revenue and margin trends and goals.

Revenue and Gross Margin KPI Dashboard for Mobile Phones – Example

Here is an example of a Revenue KPI Dashboard for mobile phones.

Revenue KPIs for Mobile Phones - Example

Revenue KPIs for Mobile Phones – Example

You can find hundreds of additional examples here

Who Uses This Type of Mobile dashboard?

The typical users of this type of mobile dashboard are: Senior executives, sales executives and financial managers.

Other Reports Often Used in Conjunction with Revenue and Gross Margin KPI Dashboards for Mobile Phones

Progressive Financial Planning & Analysis (FP&A) departments sometimes use several different Key Performance Indicator (KPI) mobile phone dashboards, along with profit & loss reports, monthly financial trend reports, sales dashboards, revenue dashboards 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

Profitability KPIs for Mobile Phone Users

What is Profitability KPIs for Mobile Phones?

Mobile apps that display profitability KPIs and charts are considered analytical apps and are used by executives and financial managers to monitor the company’s profitability metrics on their phones. Some of the main functionality in this type of mobile dashboard is that it displays profit-related financial figures and charts directly on mobile phones such as iPhones and Android-based phones like Samsung Galaxy. This particular dashboard shows four metrics: 1) Gross profit YTD, 2) Net profit YTD, 3) Gross profit trend, 4) Net profit trend. All charts include actual data for the current year, actual last year and budget. You find an example of this type of mobile dashboard below.

Purpose of Profitability KPI Dashboards for Mobile Phones

Companies use Profitability KPI Dashboards for Mobile Phones to enable managers to monitor Gross Margin and Net Profit at any time by simply viewing it on their cell phone. When used as part of good business practices in a Financial Planning & Analysis (FP&A) department, an organization can improve and speed up its decision-making, and it can reduce the chances that busy managers fall behind and lose track of profitability.

Profitability KPI Dashboard for Mobile Phones Example

Here is an example of a Profitability KPI Dashboard for mobile phones.

Profitability KPIs for Mobile Phone Users

Profitability KPIs for Mobile Phone Users

You can find hundreds of additional examples here

Who Uses This Type of Mobile dashboard?

The typical users of this type of mobile dashboard are: Executives and financial managers.

Other Reports Often Used in Conjunction with Profitability KPI Dashboards for Mobile Phones

Progressive Financial Planning & Analysis (FP&A) departments sometimes use several different Key Performance Indicator (KPI) mobile phone dashboards, along with profit & loss reports, monthly financial trend 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 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

Financial KPI Dashboard for Mobile Phones

What is a Financial KPI Mobile App?

Mobile apps that display financial KPIs and charts are considered analytical apps and are used by executives and financial managers to view important metrics when they are on the go and not in front of their computer. Some of the main functionality in this type of mobile dashboard is that it displays financial figures and charts directly on mobile phones such as iPhones from Apple and Android-based phones like Samsung Galaxy. This particular dashboard shows six metrics: 1) Current ration, 2) Debt to asset ratio, 3) Debt to equity ratio, 4) Accounts receivable (AR), 5) Accounts payable (AP), and 6) Cash. You find an example of this type of mobile dashboard below.

Purpose of Financial KPIs for Mobile Phones

Companies use Financial KPIs for Mobile Phones to enable managers to monitor company performance when travelling or otherwise no in front of their computers. When used as part of good business practices in a Financial Planning & Analysis (FP&A) department, an organization can improve and speed up its decision-making, and it can reduce the chances that busy managers fall behind and lose track of important financial indicators.

Financial KPIs for Mobile Phone Example

Here is an example of a Financial KPI Dashboard for mobile phones.

Financial KPI Dashboard for Mobile Phones

Financial KPI Dashboard for Mobile Phones

You can find hundreds of additional examples here

Who Uses This Type of Mobile dashboard?

The typical users of this type of mobile dashboard are: Executives and financial managers.

Other Reports Often Used in Conjunction with Financial KPIs for Mobile Phones

Progressive Financial Planning & Analysis (FP&A) departments sometimes use several different Key Performance Indicator (KPI) dashboards for mobile phones, along with balance sheet reports, monthly financial trend 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 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

Sales Opportunity Recommendation Dashboard Example

What is a Sales Opportunity Recommendation Dashboard?

Opportunity Recommendation Dashboards are considered sales optimization tools and are used by sales managers and the sales team to get an automatically ranked list of opportunities to focus on before and after final approval. Some of the main functionality in this type of dashboard is that it looks at a number of factors and then uses algorithms to rank all opportunities that a sales person should focus on first. These factors include: 1) Customer distance from sales person, 2) Sales person track record, 3) Estimated revenue, 4) Estimated close date, and 5) Entered probability. The dashboard than comes up with a weighted probability for each opportunity and uses this metric to rank the list of potential deals. The charts and KPIs are supplementary information to show sales executives a bigger picture of the pipeline. The filters on the left of the dashboard enable the user to select specific sales people and specific industries. You find an example of this type of dashboard below.

Purpose of Sales Opportunity Recommendation Dashboards

Companies use Sales Opportunity Recommendation Dashboards to automatically recommend which opportunities a sales person should work on first. When used as part of good business practices in a Sales department, an organization can improve its win ratio and increase revenues, and it can reduce the chances of sales people and their managers accidentally prioritize less attractive opportunities.

Sales Opportunity Recommendation Dashboard Example

Here is an example of a Sales Opportunity Optimization Dashboard.

Sales Opportunity Recommendation Dashboard Example

Sales Opportunity Recommendation Dashboard Example

You can find hundreds of additional examples here

Who Uses This Type of Dashboard?

The typical users of this type of dashboard are: Chief Revenue Officers, VP of Sales, Sales Managers, Sales Managers, Sales Team Members.

Other Dashboards and Reports Often Used in Conjunction with Sales Opportunity Recommendation Dashboards

Progressive Sales departments sometimes use several different Sales Opportunity Recommendation Dashboards, along with CRM reports, opportunity reports, pipeline reports, pipeline dashboards, sales dashboards, sales performance reports, win/loss 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 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 corporate performance management (CPM/EPM) solutions. Lead, campaign and pipeline data usually originates from a CRM system like Salesforce or Microsoft Dynamics 365 Customer Experience (D365 CE).

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

Marketing Budget Simulation Dashboard Example

What is a Marketing Budget Simulation Dashboard?

Marketing Simulation Dashboards are considered planning and scenario analysis tools and are used by marketing and sales managers to determine the required campaign budget to satisfy the sales team’s lead funnel targets before and after final approval. Some of the main functionality in this type of simulation dashboard is that it starts with the target sales budget figure and guides the user through a simple set of drivers to arrive the marketing budget needed to support the sales target. The sliders seen on the left of the dashboards are “what-if” drivers the user can adjust. They include: Target deal size, Target win rate, Target lead conversion, Target number of leads per campaign, and Target cost per campaign. As the user adjusts each slider, all the related charts and figures automatically update. On the far right, the dashboard displays the resulting required campaign budget, and the user can click the “Open budget form” button to enter the detailed marketing budget. You find an example of this type of simulation dashboard below.

Purpose of Marketing Budget Simulation Dashboards

Companies use Marketing Budget Simulation Dashboards to make it very easy and logical for marketing executives to take a sales budget goal and break it back into a connected marketing budget. When used as part of good business practices in a Financial Planning & Analysis (FP&A) and Marketing department, an organization can improve its marketing budget accuracy, and it can reduce the chances of budget misses because the marketing department didn’t get the funding required to support the sales team’s revenue target.

Marketing Budget Simulation Dashboard Example

Here is an example of a Marketing Budget Simulation Dashboard with interactive sliders for what-if and scenario analysis to arrive at a target marketing budget.

Marketing Budget Simulation Dashboard Example n

Marketing Budget Simulation Dashboard Example

You can find hundreds of additional examples here

Who Uses This Type of Simulation Dashboard?

The typical users of this type of simulation dashboard are: Marketing executives, sales managers, budget managers.

Other Dashboards and Reports Often Used in Conjunction with Marketing Budget Simulation Dashboards

Progressive Financial Planning & Analysis (FP&A) and Marketing departments sometimes use several different Marketing Budget Simulation Dashboards, along with marketing budget input models, sales dashboards, sales reports, campaign ROI reports, CRM pipeline reports, budget summary dashboards, financial statements with trended budget figures 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 corporate performance management (CPM/EPM) solutions. Lead, campaign and pipeline data usually originates from a CRM system like Salesforce or Microsoft Dynamics 365 Customer Experience (D365 CE).

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

Sales Budget Simulation Dashboard Example

What is a Sales Budget Simulation Dashboard?

Sales Budget Simulation Dashboards are considered planning tools and are used by sales executives to model what the sales budget target should be before and after final approval. Some of the main functionality in this type of simulation dashboard is that it automatically combines actual year-to-date sales with forecast and provides interactive sliders where the user can simulate changes to various sales drivers. These drivers are seen on the left side of the dashboard and include: 1) Price increase, 2) Increase in sales headcount, 3) Increase in (average) deal size, 4) Increase in number of qualified opportunities, and 5) Increase in win ratio. Once the sliders have been adjusted by dragging them left or right, the dashboard displays the new sales target to be used in the budget process, and the user clicks the “Open Budget form” button to open the detailed input form for the sales budget. You find an example of this type of simulation dashboard below.

Purpose of Sales Budget Simulation Dashboards

Companies use Sales Budget Simulation Dashboards to enable sales executives to quickly and easily model the total annual sales budget prior to the budget input process. When used as part of good business practices in a Financial Planning & Analysis (FP&A) and Sales department, an organization can improve its sales budget accuracy, and it can reduce the chances that a pure bottom-up sales process misses realistic targets because of lack of sales modelling in the beginning of the planning process.

Sales Budget Simulation Dashboard Example

Here is an example of a Sales Budget Simulation Dashboard with interactive sliders to model the total sales target.

Sales Budget Simulation Dashboard Example

Sales Budget Simulation Dashboard Example

You can find hundreds of additional examples here

Who Uses This Type of Simulation dashboard?

The typical users of this type of simulation dashboard are: Sales executives.

Other Dashboards and Reports Often Used in Conjunction with Sales Budget Simulation Dashboards

Progressive Financial Planning & Analysis (FP&A) and Sales departments sometimes use several different Sales Budget Simulation Dashboards, along with sales budget input models, sales dashboards, sales reports, CRM pipeline reports, budget summary dashboards, financial statements with trended budget figures 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

PBudget Detail Dashboard Example

What is a Budget Detail Dashboard?

Budget Detail Dashboards are considered planning analysis tools and are used by budget managers and executives to review completed budgets before and after final approval. Some of the main functionality in this type of dashboard is that it offers a lot of valuable budgetary information presented on a single screen. The left side of the dashboard provides filters for year, month and company. Below the filters you find links that opens various budget transaction reports as well as a sales simulation dashboard. There are five graphical components on the dashboard: 1) Actual versus budgeted expenses by department, 2) Actual and budget revenue trend, 3) Actual and budget expense trend, 4) Expense variances by account, ranked from high to low, and 5) Revenue variances by account. You find an example of this type of dashboard below.

Purpose of Budget Detail Dashboards

Companies use Budget Detail Dashboards to give executives a very easy and interactive way to analyze a budget all the way down to the GL account level. When used as part of good business practices in a Financial Planning & Analysis (FP&A) department, an organization can improve and speed up its budget review and approval process, and it can reduce the chances that major budget issues are missed due to lack of management analysis.

Budget Detail Dashboard Example

Here is an example of a Budget Detail Dashboard.

Budget Detail Dashboard Example

Budget Detail Dashboard Example

You can find hundreds of additional examples here

Who Uses This Type of Dashboard?

The typical users of this type of dashboard are: Executives, CFOs, budget managers.

Other Dashboards Often Used in Conjunction with Budget Detail Dashboards

Progressive Financial Planning & Analysis (FP&A) departments sometimes use several different Budget Detail Dashboards, along with  budget input models, budget summary dashboards, financial statements with trended budget figures 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

Example of Sales by Sales Person with Ranking and Trend Analysis Report

What is a Sales by Sales Person with Ranking and Trend Analysis Report?

Sales person-focused reports are considered sales analytics tools and are often used by sales executives and their team to determine how each sales person is performing both in terms of volume and sales amounts. Some of the key functionality in this category of analytical report is that it combines chart visualizations with a numerical report section. The top of the report shows sales people ranked by year-to-date (YTD) sales amounts and the second chart shows actual current year YTD sales versus last year. The numerical section at the bottom shows each sales person down the rows and each month up to the current period, last year YTD and variance across the columns. You find an example of this type of report below.

Purpose of Sales person-focused sales reports

Companies and organizations use Sales person-focused sales reports to get a quick snapshot of individual team member performance with drill down to transactional detail for quick answers. When used as part of good business practices in a sales department, a company can improve its comparative analysis and sales person performance tracking as well as reduce the chances that underperforming team members go undetected for longer than necessary.

Sales person-focused sales report Example

Here is an example of a Sales by Sales Person Report with ranking and monthly trend analysis.

Example of Sales by Sales Person with Ranking and Trend Analysis Report

Example of Sales by Sales Person with Ranking and Trend Analysis Report

You can find hundreds of additional examples here

Who Uses This Type of Analytical report?

The typical users of this type of analytical report are: Sales executives, sales team members.

Other Analytical reports Often Used in Conjunction with Sales person-focused sales reports

Progressive sales and product management Departments sometimes use several different Sales person-focused reports, along with sales summary reports, sales dashboards, regional and top sales person 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 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 Product Sales with Ranking and Trend Analysis Report

What is a Product Sales with Ranking and Trend Analysis Report?

Product-focused sales reports are considered sales analytics tools and are often used by sales executives and product managers to determine how each product is performing both in terms of volume and sales amount. Some of the key functionality in this type of analytical report is that it combines chart visualizations with a numerical report sections. The top of the report shows products ranked by year-to-date (YTD) sales amounts, the second chart shows actual current year YTD sales versus last year. The numerical section at the bottom shows each product down the rows and each month up to the current period, last year YTD and variance across the columns. You find an example of this type of analytical report below.

Purpose of Product-focused sales reports

Companies and organizations use product-focused sales reports to to get a quick snapshot of product performance with drill down to transactional detail for quick answers. When used as part of good business practices in a sales and product management department, a company can improve its comparative analysis and product performance tracking as well as reduce the chances that underperforming products go undetected for longer than necessary.

Product-focused sales report Example

Here is an example of a Product Sales Report with ranking and monthly trend analysis.

Example of Product Sales with Ranking and Trend Analysis Report

Example of Product Sales with Ranking and Trend Analysis Report

You can find hundreds of additional examples here

Who Uses This Type of Analytical report?

The typical users of this type of analytical report are: Sales executives, product managers.

Other Analytical reports Often Used in Conjunction with Product-focused sales reports

Progressive sales and product management Departments sometimes use several different Product-focused sales reports, along with sales summary reports, sales dashboards, regional and sales person 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 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

Budget Analysis and Review Dashboard Example

What is a Budget Analysis and Review Dashboard?

Budget dashboards are considered planning and analysis tools, and are often used by budgeting managers and executives to review the proposed annual budget once users have completed the data entry process. Key functionality in this type of dashboard displays trend charts for the budget as well as actual last year. The visualizations are broken into three major areas: Revenues, Profitability and Liquidity. The latter assumes a balance sheet budget in order to display cash, receivables and payables. The many links at the bottom of the screen take the user to supporting, detailed reports and dashboards. You will find an example of this type of dashboard below.

Purpose of Budget Dashboards

Companies and organizations use Budget Dashboards to analyze and review the proposed or approved budget. When used as part of good business practices in a Financial Planning & Analysis (FP&A) or budgeting department, a company can improve its planning process, as well as, reduce the chances that managers and board members don’t fully see the forecasted trends in the budget figures.

Budget Dashboard Example

Here is an example of a interactive Budget Summary Dashboard.

Budget Analysis and Review Dashboard Example

Budget Analysis and Review Dashboard Example

You can find hundreds of additional examples here.

Who Uses This Type of Dashboard?

The typical users of this type of dashboard are: Executives, board members and budgeting managers.

Other Dashboards Often Used in Conjunction with Budget Dashboards

Progressive Financial Planning & Analysis (FP&A) or budgeting Departments sometimes use several different Budget Dashboards, along with budget input models, detailed budget dashboards, financial statements with trended budget figures 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