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Example of an Executive Dashboard with Financial KPIs to Streamline the Monthly Analysis Process

How can Dashboards and Scorecards Drive Faster and Better Decisions?

As CFOs increasingly become key advisors in the Monthly Analysis Process, they must rely on modern self-service corporate performance management (CPM) and business intelligence (BI) tools. Using interactive Dashboards and Scorecards like the Executive Dashboard with Financial KPIs template shown below enables them and users from the senior leadership team to experience near real time profit & loss (P&L) and balance sheet metrics that help drive faster and better decisions.

Who uses Executive Dashboards with Financial KPIs and What are Some Key Analytical Features?

In today’s fast-paced business environment, CFOs are under high pressure to supply end users like executives and board members with timely and concise Dashboards and Scorecards. Companies use key features like the ones below to support their users with effective analysis that helps drive better and faster decisions:

  • One page overview that brings together the top financial metrics in an easy to view layout
  • Combined trend charts and year-to-date variance metrics
  • Green and red backgrounds with performance indicators that dynamically changes based on variances from budget or last year actuals

The Executive Dashboard with Financial KPIs template can be used as a key element of the Monthly Analysis process:

Example of an Executive Dashboard with Financial KPIs to Streamline the Monthly Analysis Process

Example of an Executive Dashboard with Financial KPIs to Streamline the Monthly Analysis Process

The Executive Dashboard with Financial KPIs is a ready-to-use Dashboards and Scorecards from the Solver Marketplace.

A Brief Description of the Executive Dashboard with Financial KPIs Template

Dashboards and Scorecards like the one seen in the image above are interactive and parameter driven and typically contain sections with pre-defined KPIs with charts. One of the important features that aid the user in the analysis process is the ability to review eye catching and easy to read KPI trends and variances. Executive Dashboards with Financial KPIs are often used in conjunction with profit & loss reports, balance sheets, and supporting operational 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 & Loss Analysis Report with Interactive Analysis to Streamline the Monthly Reporting Process

How can Profitability Analysis 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 (BI) tools. Using interactive tools like the Profit & Loss with Interactive Analysis Report shown below enables them and users from the FP&A teams and managers to experience graphical revenue and expense reviews that help drive faster and better decisions.

Who uses Profit & Loss Reports with Interactive Analysis and What are Some Key Analytical Features?

In today’s fast-paced business environment, CFOs are under high pressure to supply end users like executives and financial analysts with timely and concise Profitability Analysis. Companies use key features like the ones below to support their users with effective tools that helps drive in-depth graphical analysis of any P&L item they are interested in:

  • The user can choose any P&L row (accounts and totals) from the drop down box on the top of the report and instantly visualize that data in the charts
  • Easy view of monthly, year-to-date (YTD) and full year estimates
  • Current period and trend analysis of the chosen financial data

The Profit & Loss with Interactive Analysis template can be used as a key element of the Monthly Reporting process:

Example of a Profit & Loss Analysis Report with Interactive Analysis to Streamline the Monthly Reporting Process

Example of a Profit & Loss Report with Interactive Analysis to Streamline the Monthly Reporting Process

(screenshot picture name for Google) ->  The Profit & Loss Analysis Report with Interactive Analysis is a ready-to-use template from the Solver Marketplace.

A Brief Description of the Profit & Loss with Interactive Analysis Template

Profitability Analysis Reports like the one seen in the image above are interactive and parameter driven and typically contain sections with a dashboard on the top and a formatted P&L report below it. One of the important features that aid the user in the analysis process is the ability to replace cluttered dashboards with dozens of charts with this simple report where the user only sees charts for the chosen row. Profit & Loss Analysis Reports with interactive charts are often used in conjunction with balance sheets, KPI dashboards, budget and forecast input forms.

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 Gross Margin Analysis Report with Benchmarking Across Subsidiaries to Streamline the Monthly Reporting Process Benchmarking Across Subsidiaries is a ready-to-use Profitability Analysis Template from the Solver Marketplace

How can Profitability Analysis 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 (BI) tools. Using interactive Profitability Reports like the Gross Margin (GM) Analysis with Benchmarking Across Subsidiaries template shown below enables them and users from the FP&A teams and executives to experience near real time understanding of revenues, costs of sales and gross profit that help drive faster and better decisions.

Who uses Gross Margin with Cross-Subsidiary Benchmarking Reports and What are Some Key Analytical Features?

In today’s fast-paced business environment, CFOs are under high pressure to supply end users like executives and financial analysts with timely and concise Profitability Analysis. Companies use key features like the ones below to support their users with effective analysis that helps drive better focus on under- and over-performing locations:

  • Chart with comparison of each subsidiary’s GM to the average of all selected locations
  • Report section with gross margin per location and drill down to the underlying drivers (revenue and cost of sales)
  • Variance analysis with traffic lights to highlight monthly and year-to-date (YTD) variance of actuals versus budget and last year

The Gross Margin Analysis with Benchmarking Across Subsidiaries template can be used as a key element of the Monthly Reporting process:

Example of a Gross Margin Analysis Report with Benchmarking Across Subsidiaries to Streamline the Monthly Reporting Process

Example of a Gross Margin Analysis Report with Benchmarking Across Subsidiaries to Streamline the Monthly Reporting Process

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(screenshot picture name for Google) ->  The Gross Margin Analysis Report with Benchmarking Across Subsidiaries is a ready-to-use Profitability Analysis Template from the Solver Marketplace.

A Brief Description of the Gross Margin Analysis with Benchmarking Across Subsidiaries Template

Profitability Analysis like the one seen in the image above are interactive and parameter driven and typically contain sections with metrics and charts that compare each location’s gross margin to the benchmark average. One of the important features that aid the user in the analysis process is the ability to visually see a side-by-side comparison of GM per location and versus the average. Gross Margin Analysis with Benchmarking Across Subsidiaries reports are often used in conjunction with profit & loss reports, variance and trend reports, gross margin dashboards, KPI dashboards, gross margin dashboards, budget and forecast input forms.

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 Gross Margin Analysis Report with Monthly Variances and Trends to Streamline the Monthly Reporting Process

How can Profitability Analysis 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 (BI) tools. Using interactive Profitability Analysis tools like the Gross Margin Analysis Report shown below enables them and users from the FP&A teams and executives to experience near real time insight to profitability with drill down to the underlying revenue and costs of sales metrics that help drive faster and better decisions.

Who uses Gross Margin Analysis Reports with Monthly Variances and Trends and What are Some Key Analytical Features?

In today’s fast-paced business environment, CFOs are under high pressure to supply end users like executives and financial analysts with timely and concise Profitability Analysis. Companies use key features like the ones below to support their users with effective updates that helps drive better expense control and improved profitability:

  • Monthly, year-to-date and full year gross margin figures with traffic lights to highlight variances
  • Charts to easily compare current year to budget and last year financials
  • Report to analyze variances by drilling down to GL accounts and transaction detail

The Gross Margin Analysis with Monthly Variances and Trends template can be used as a key element of the Monthly Reporting process:

Example of a Gross Margin Analysis Report with Monthly Variances and Trends to Streamline the Monthly Reporting Process

Example of a Gross Margin Analysis Report with Monthly Variances and Trends to Streamline the Monthly Reporting Process

The Gross Margin Analysis with Monthly Variances and Trends Report is a ready-to-use Profitability Analysis template from the Solver Marketplace.

A Brief Description of the Gross Margin Analysis with Monthly Variances and Trends Template

Profitability Analysis templates like the one seen in the image above are interactive and parameter driven and typically contain sections with graphical charts and indicators as well as formatted report views. One of the important features that aid the user in the analysis process is the ability to get a powerful combination of summary Gross Margin metrics, traffic lights to highlight variances and charts to display trends. Gross Margin Analysis Reports are often used in conjunction with profit & loss reports, variance and trend reports, gross margin dashboards, KPI dashboards, budget and forecast input forms.

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 Profitability Analysis Report to Streamline the Monthly Reporting and Analysis Process

How can Gross Profit and Net Profit Analysis Reports Drive Faster and Better Decisions?

As CFOs increasingly become key innovators in the Monthly Reporting and Analysis Process, they must rely on modern self-service corporate performance management (CPM) and business intelligence (BI) tools. Using interactive Gross Profit and Net Profit reports like the Profitability Analysis template shown below enables them and users from the FP&A teams and the board to experience near real time monthly actual and budget profitability and P&L reviews that help drive faster and better decisions.

Who uses Profitability Analysis Reports and What are Some Key Analytical Features?

In today’s fast-paced business environment, CFOs are under high pressure to supply end users like executives and board members with timely and concise Gross Profit and Net Profit Analysis. Companies use key features like the ones below to support their users with effective tools that help drive better profitability and margin insights:

  • Gross profit, Operating Income and Net Profit metrics with actual and budget comparisons for monthly and year-to-date data
  • Monthly trend charts comparing current year with last year and budget
  • Formatted P&L report (below the metrics and charts shown in the screenshot below)

The Profitability Analysis template can be used as a key element of the Monthly Reporting process:

Example of a Profitability Analysis Report to Streamline the Monthly Reporting and Analysis Process

Example of a Profitability Analysis Report to Streamline the Monthly Reporting and Analysis Process

The Profitability Analysis report is a ready-to-use Gross Profit and Net Profit Analysis template from the Solver Marketplace.

A Brief Description of the Profitability Analysis Template

Gross Profit and Net Profit Analysis reports like the one seen in the image above are interactive and parameter driven and often contain sections with charts, variances with indicators, profit & loss summary and account-level detail. One of the important features that aid the user in the analysis process is the ability for the user to detect a variance in the KPIs in the left section of the report and then click on the number to automatically navigate to the P&L located below. From there you can drill from an account balance and down to the underlying GL journal entries. Profitability Analysis reports are often used in conjunction with trended balance sheets, gross margin analysis reports, KPI dashboards.

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 Profitability Comparison Dashboard to Streamline the Monthly Reporting Process

How can Financial Dashboards 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 (BI) tools. Using interactive Financial Dashboards like the Profitability Comparison Dashboard template shown below enables them and users from the executive team and board to experience near real time profitability metrics that help drive faster and better decisions.

Who uses Profitability Comparison Dashboards and What are Some Key Analytical Features?

In today’s fast-paced business environment CFOs are under high pressure to supply end users like senior leaders and board members with timely and concise Financial Dashboards. Companies use key features like the ones below to support their users with effective analysis that helps drive profit maximization and growth tactics:

  • Comparative tables with Actual and Budget margins for Gross Profit, EBITDA, and Net Profit
  • Waterfall charts showing profit metrics by subsidiary and consolidated
  • Graphical comparison of Gross Profit vs Net Profit for Actual and Budget figures

The Profitability Comparison Dashboard template can be used as a key element of the Monthly Reporting process:

Example of a Profitability Comparison Dashboard to Streamline the Monthly Reporting Process

Example of a Profitability Comparison Dashboard to Streamline the Monthly Reporting Process

The Profitability Comparison Dashboard is a ready-to-use Financial Dashboard from the Solver Marketplace.

A Brief Description of the Profitability Comparison Dashboard Template

Financial Dashboards like the one seen in the image above are interactive and parameter driven and typically contain sections with tables and charts with profit-related metrics. One of the important features that aid the user in the analysis process is the ability to easily compare Gross Profit, Net Profit and EBITDA across selected subsidiaries. Profitability Comparison Dashboards are often used in conjunction with profit trend and variance dashboards, KPI dashboards, profit & loss reports, and budget models.

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 48 Month Profitability Trend Dashboard to Streamline the Monthly Reporting Process

How can Financial Dashboards Drive Faster and Better Decisions?

As CFOs increasingly become key players in the Monthly Reporting Process, they must rely on modern self-service corporate performance management (CPM) and business intelligence (BI) tools. Using interactive Financial Dashboards like the 48 Month Profitability Trend Dashboard template shown below enables them and other users from the executive team to experience near real time profitability trend analysis that help drive faster and better decisions.

Who uses 48 Month Profitability Trend Dashboards and What are Some Key Analytical Features?

In today’s fast-paced business environment, CFOs are under high pressure to supply end users like executives and analysts with timely and concise Financial Dashboards. Companies use key features like the ones below to support their users with effective analysis that helps drive profit maximization and growth tactics:

  • Trend analysis with four years of actual data as well as current year budget
  • Automated estimate for current year that combines actual YTD with forecast for the remaining months
  • Comparison of multi-year history and budgets

The 48 Month Profitability Trend Dashboard template can be used as a key element of the Monthly Reporting process:

Example of a 48 Month Profitability Trend Dashboard to Streamline the Monthly Reporting Process

Example of a 48 Month Profitability Trend Dashboard to Streamline the Monthly Reporting Process

The 48 Month Profitability Trend Dashboard is a ready-to-use Financial Dashboard from the Solver Marketplace.

A Brief Description of the 48 Month Profitability Trend Dashboard Template

Financial Dashboards like the one seen in the image above are interactive and parameter driven and typically contain sections with Gross Profit, EBITDA and Net Profit metrics. One of the important features that aid the user in the analysis process is the ability to view percent (%) and amounts in the same dashboard to analyze materiality. 48 Month Profitability Trend Dashboards are often used in conjunction with budget models, profit & loss trend and variance reports, cash flow statements and KPI dashboards.

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 36 Month Profitability Trend Dashboard to Streamline the Monthly Reporting Process

How can Financial Dashboards 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 (BI) tools. Using interactive Financial Dashboards like the 36 Month Profitability Trend Dashboard template shown below enables them and other users from the leadership team to experience near real time profitability metrics that help drive faster and better decisions.

Who uses 36 Month Profitability Trend Dashboards and What are Some Key Analytical Features?

In today’s fast-paced business environment, CFOs are under high pressure to supply end users like board members and executives with timely and concise Financial Dashboards. Companies use key features like the ones below to support their users with effective analysis that helps drive profit maximization and growth planning:

  • Two years of history, budget and current year estimate (actual + forecast)
  • Comparisons of profitability trends both in percent and amounts
  • Interactive, monthly trend charts with multiple historical years as well as current year budgets

The 36 Month Profitability Trend Dashboard template can be used as a key element of the Monthly Reporting process:

Example of a 36 Month Profitability Trend Dashboard to Streamline the Monthly Reporting Process

Example of a 36 Month Profitability Trend Dashboard to Streamline the Monthly Reporting Process

The 36 Month Profitability Trend Dashboard is a ready-to-use Financial Dashboard from the Solver Marketplace.

A Brief Description of the 36 Month Profitability Trend Dashboard Template

Financial Dashboards like the one seen in the image above are interactive and parameter driven and typically contain sections with KPIs that include Gross Profit, EBITDA and Net Profit. One of the important features that aid the user in the analysis process is the ability to analyze monthly profitability KPI trends in percent in the top charts while monitoring the real impact (in amounts) in the bottom charts. 36 Month Profitability Trend Dashboards are often used in conjunction with profit & loss reports, revenue and expense dashboards, and budget models.

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 24 Month Profitability Trend Dashboard to Streamline the Monthly Reporting Process

How can Financial Dashboards 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 (BI) tools. Using interactive Financial Dashboards like the 24 Month Profitability Trend Dashboard template shown below enables them and users from the leadership team to experience near real time profitability metrics that help drive faster and better decisions.

Who uses 24 Month Profitability Trend Dashboards and What are Some Key Analytical Features?

In today’s fast-paced business environment, CFOs are under high pressure to supply end users like board members and executives with timely and concise Financial Dashboards. Companies use key features like the ones below to support their users with effective analysis that helps drive growth strategies and profit maximization.

  • Prior year, budget and current year estimate (actual + forecast) comparative figures
  • Monthly trend charts
  • Period, company and other filters that dynamically drives the dashboard

The 24 Month Profitability Trend Dashboard template can be used as a key element of the Monthly Reporting process:

Example of a 24 Month Profitability Trend Dashboard to Streamline the Monthly Reporting Process

Example of a 24 Month Profitability Trend Dashboard to Streamline the Monthly Reporting Process

The 24 Month Profitability Trend Dashboard is a ready-to-use Financial Dashboard from the Solver Marketplace.

A Brief Description of the 24 Month Profitability Trend Dashboard Template

Financial Dashboards like the one seen in the image above are interactive and parameter driven and typically contain sections with margins (%) and amounts displayed graphically in monthly trend charts for Gross Profit, EBITDA and Net Profit. One of the important features that aid the user in the analysis process is the ability to view the actual plus forecast figures that automatically make the full year estimate by adding forecast for the remaining months to the actual historical months. 24 Month Profitability Trend Dashboards are often used in conjunction with profitability variance and KPI dashboards, profit & loss reports, and cash flow models.

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