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Example of a Labor Productivity Dashboard for a Manufacturing Company

What is a Labor Productivity Dashboard?

Labor productivity dashboards are considered efficiency analysis tools and are used by Plant- and Production Managers to analyze headcount and related costs and productivity. Some of the main functionality in this type of dashboard is that it gives the user four angles of analysis, including: 1) Plant headcount and total headcount – monthly trend, 2) Average direct labor cost per employee (for the selected plant) for all plants – monthly trend, 3) Monthly metrics for headcount, total direct costs, average cost per FTE, productivity, separations, turnover rates, and 4) Direct labor productivity versus company average – monthly trend. The user can select year and plant from the top of the dashboard. You find an example of this type of dashboard below.

Purpose of Labor Productivity Dashboards

Manufacturing companies use Labor Productivity Dashboards to monitor trends in headcount, labor costs and productivity. When used as part of good business practices in Financial Planning & Analysis (FP&A), HR and operations departments, an organization can improve its revenues and margins, and it can reduce the chances that managers miss important efficiency trends or outliers.

Example of a Labor Productivity Dashboard

Here is an example of a Labor Productivity Dashboard with trends in headcount, costs and productivity.

Example of a Labor Productivity Dashboard for a Manufacturing Company

Example of a Labor Productivity Dashboard for a Manufacturing Company

You can find hundreds of additional examples here

Who Uses This Type of Dashboard?

The typical users of this type of dashboard are: Executives, analysts, plant managers, production managers, HR managers.

Other Reports Often Used in Conjunction with Labor Productivity Dashboards

Progressive Financial Planning & Analysis (FP&A), HR and operations departments sometimes use several different Labor Productivity Dashboards, along with efficiency reports, profitability dashboards, human capital planning, HR 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

Learn More About Solver CPM For Manufacturing

Example of a Direct Labor Turnover Dashboard for a Manufacturing Company

What is a Direct Labor Turnover Dashboard ?

Employee turnover reports are considered workforce analysis tools and are used by human resource (HR) and plant managers to monitor key metrics for their direct labor teams. Some of the main functionality in this type of dashboard report is that it provides graphical workforce analysis of monthly trends as well as KPI benchmarking across plants. The three charts on the top shows: 1) Employee headcount trend, 2) Employee separations trend, 3) Employee turnover rate trend. The three charts on the bottom displays: 1) Employee headcount by plant, 2) Employee separations by plant, 3) Employee turnover rate by plant. At the bottom of the report (not visible in the example) you find a report with the figures used in the charts. You find an example of this type of dashboard report below.

Purpose of Direct Labor Turnover Dashboards

Manufacturers use Direct Labor Turnover Dashboards to easily monitor turnover metrics for their direct labor workforce. When used as part of good business practices in a HR department department, a company can improve its margins and efficiency as well as reduce the chances that executives don’t have good visibility to employee retention which can lead to higher costs and ultimately lower profitability.

Direct Labor Turnover Dashboard Example

Here is an example of a Direct Labor Turnover Dashboard with trend and plant comparison KPIs.

Example of a Direct Labor Turnover Dashboard for a Manufacturing Company

Example of a Direct Labor Turnover Dashboard for a Manufacturing Company

You can find hundreds of additional examples here

Who Uses This Type of Dashboard report?

The typical users of this type of dashboard report are: Plant managers, HR managers and executives.

Other Dashboard reports Often Used in Conjunction with Direct Labor Turnover Dashboards

Progressive HR department departments sometimes use several different Direct Labor Turnover Dashboards, along with general detailed HR transaction reports, workforce dashboards, workforce planning models, salary budgets and other management and control tools.

Where Does the Data for Analysis Originate From?

The Actual (historical transactions) data typically comes from management systems or 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 Direct Labor Productivity Dashboard for a Manufacturing Company

What is a Direct Labor Productivity Dashboard?

Labor productivity dashboards are considered efficiency analysis tools and are used by production- and plant managers to analyze monthly trends in labor productivity as well as for benchmarking between plants. Some of the main functionality in this type of dashboard report is that it can be executed for any month and will dynamically display periods and plants across the two charts. The bottom of the report (not visible in the example below) shows a table with the figures for the charts. The top chart shows the monthly trend in labor productivity and the bottom chart compares productivity across all plants. You find an example of this type of dashboard report below.

Purpose of Labor Productivity Dashboards

Manufacturers use Labor Productivity Dashboards to help managers track productivity numbers in order to quickly react if there are any discrepancies. When used as part of good business practices in a Production department, a company can improve its manufacturing output and margins as well as reduce the chances that executives don’t have good visibility to the efficiency issues are discovered later than necessary.

Labor Productivity Dashboard Example

Here is an example of a Labor Productivity Dashboard to monthly trend and comparison between plants.

This example shows a Direct Labor Productivity Dashboard, which helps managers improve decisions related to trends in efficiency and related comparisons across plants. 100s of additional templates are available through the link below.

This example shows a Direct Labor Productivity Dashboard, which helps managers improve decisions related to trends in efficiency and related comparisons across plants. 100s of additional templates are available through the link below.

You can find hundreds of additional examples here

Who Uses This Type of Dashboard report?

The typical users of this type of dashboard report are: Production  managers, plant managers.

Other Dashboard reports Often Used in Conjunction with Labor Productivity Dashboards

Progressive Production departments sometimes use several different Labor Productivity Dashboards, along with general headcount and payroll reports, detailed efficiency and productivity reports, manufacturing process dashboards and other management and control tools.

Where Does the Data for Analysis Originate From?

The Actual (historical transactions) data typically comes from management systems or 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

Learn More About Solver CPM For Manufacturing

Payroll Budget Model for Government Entities Example

What is a Payroll Budget Model for Government Entities?

Payroll Budget forms are considered workforce planning models and are often used by HR and budget managers to plan expected payroll and benefit related expenses as part of the annual budget. Key functionality in this type of budget template is used for both existing staff and planned hires. Most of the budget expenses are calculated automatically based on drivers from an assumption form. This includes salary, merit increases, healthcare benefits and other items. Information can be captured by department and fund. You will find an example of this type of budget template below.

Purpose of Payroll Budget Input Forms

State and local government organizations use Payroll Budget Input Forms to easily capture and calculate all employee compensation related expenses. When used as part of good business practices in a Budgeting and Planning department, a public sector institution can improve its budget process, as well as, reduce the chances of calculation mistakes in the budget or taking too much time for users to enter data.

Payroll Budget Input Form Example

Here is an example of a Government Payroll Budget input template with salaries, headcount, benefit and other detail.

Payroll Budget Model for Government Entities Example

Payroll Budget Model for Government Entities Example

You can find hundreds of additional examples here.

Who Uses This Type of Budget Template?

The typical users of this type of budget template are: Budget Managers, HR Managers, and department heads.

Other Budget Templates Often Used in Conjunction with Payroll Budget Input Forms

Progressive Budgeting and Planning Departments sometimes use several different Payroll Budget Input Forms, along with payroll assumptions, revenue and operating expense models and other management and control tools.

Where Does the Data for Analysis Originate From?

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

In analyses where budgets or forecasts are used, the planning data most often originates from in-house Excel spreadsheet models or from professional corporate performance management (CPM/EPM) solutions.

What Tools are Typically used for Reporting, Planning and Dashboards?

Examples of business software used with the data and ERPs mentioned above are:

  • Native ERP report writers and query tools
  • Spreadsheets (for example Microsoft Excel)
  • Corporate Performance Management (CPM) tools (for example Solver)
  • Dashboards (for example Microsoft Power BI and Tableau)

Corporate Performance Management (CPM) Cloud Solutions and More Examples

Personnel Budget Assumptions for Government Entities Example

What is a Personnel Budget Assumptions Model?

Payroll Assumption models are considered workforce budget drivers and are often used by HR and budget managers to enter the assumptions needed to calculate benefit and salary budgets. Key functionality in this type of budget template provides input of drivers such as rates per salary grade, percentages (%) of regular and merit increases in salaries. Furthermore, the user can enter both percentages (%) and amount increases for items, such as, healthcare costs, social security and Medicare. You will find an example of this type of budget template below.

Purpose of Personnel Assumption Input Forms

State and local government organizations use Personnel Assumption Input Forms to automate their employee payroll budget calculations and to simplify revisions and changes. It also enables them to quickly create multiple scenarios (versions). When used as part of good business practices in a Budgeting and Planning department, a public sector institution can improve its budget process, as well as, reduce the chances that budget versions are static and time consuming to update.

Personnel Assumption Input Form Example

Here is an example of a Government Personnel Assumption form used to create payroll budgets.

Personnel Budget Assumptions for Government Entities Example

Personnel Budget Assumptions for Government Entities Example

You can find hundreds of additional examples here.

Who Uses This Type of Budget Template?

The typical users of this type of budget template are: Budget Managers and HR Managers.

Other Budget Templates Often Used in Conjunction with Personnel Assumption Input Forms

Progressive Budgeting and Planning Departments sometimes use several different Personnel Assumption Input Forms, along with payroll input forms, revenue and expense budget models and other management and control tools.

Where Does the Data for Analysis Originate From?

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

In analyses where budgets or forecasts are used, the planning data most often originates from in-house Excel spreadsheet models or from professional corporate performance management (CPM/EPM) solutions.

What Tools are Typically used for Reporting, Planning and Dashboards?

Examples of business software used with the data and ERPs mentioned above are:

  • Native ERP report writers and query tools
  • Spreadsheets (for example Microsoft Excel)
  • Corporate Performance Management (CPM) tools (for example Solver)
  • Dashboards (for example Microsoft Power BI and Tableau)

Corporate Performance Management (CPM) Cloud Solutions and More Examples

Allocation Input form Example

What is an Allocation Input Form?

Allocation input forms are considered an essential part of many advanced allocation models, and are often used by accountants to enter drivers for allocation calculations, such as square feet and headcount. Key functionality in this type of allocation tool provides a web-based input form where end users can enter drivers that are not available from other data sources. These drivers can then be used to allocate, for example, administrative overhead expenses to operating departments. You will find an example of this type of allocation tool below.

Purpose of Allocation Driver Input Forms

Companies and organizations use Allocation Driver Input Forms to provide an easy-to-use and secure mechanism where end users can capture statistics and other drivers to be used in allocation calculations. When used as part of good business practices in a Finance and Accounting department, a company can improve its allocation process and related speed and agility, as well as, reduce the chance that allocations are skipped or delayed, thereby reducing managers’ ability to measure business unit profitability.

Allocation Driver Input Form Example

Here is an example of an Allocation Input Form with monthly input of drivers used in allocation calculations.

Allocation Input form Example

Allocation Input form Example

You can find hundreds of additional examples here.

Who Uses This Type of Allocation Tool?

The typical users of this type of allocation tool are: Accountants and Business Unit Managers.

Other Allocation Tools Often Used in Conjunction with Allocation Driver Input Forms

Progressive Finance and Accounting Departments sometimes use several different Allocation Driver Input Forms, along with profit & loss reports, 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

 

Departmental Allocation Report Example

What is a Departmental Allocation Report?

Allocation reports are considered financial tools and are often used by accountants to estimate profitability for revenue-generating departments after the distribution of overhead expenses to their financials. Key functionality in this type of allocation tool automatically calculates overhead amounts to be allocated from administrative to revenue generating departments. Any number of allocation methods can be used. In the example below, the allocations were performed based on headcount and square feet. You will find an example of this type of allocation tool below.

Purpose of Departmental Allocation Reports

Companies and organizations use Departmental Allocation Reports to get full visibility into the true profitability of their revenue-generating departments. When used as part of good business practices in a Finance and Accounting department, a company can improve its profit center analysis, as well as, reduce the chances that managers overstate profitability of departments that consume a lot of overhead services from other business units.

Departmental Allocation Report Example

Here is an example of a fully automated Allocation Report that calculates and stores allocated expenses by department.

Departmental Allocation Report Example

Departmental Allocation Report Example

You can find hundreds of additional examples here.

Who Uses This Type of Allocation Tool?

The typical users of this type of allocation tool are: CFOs and Department Managers.

Other Allocation Tools Often Used in Conjunction with Departmental Allocation Reports

Progressive Finance and Accounting Departments sometimes use several different Departmental Allocation Reports, along with profit & loss reports, 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

Compensation & Headcount Variance Report Example

What is a Compensation & Headcount Variance Report?

Salary and Full-time Equivalent (FTE) reports are considered employee or HR reports and are often used by HR and other managers to get a complete overview of headcount and compensation status versus plan. Some key functionality in this type of report displays actual and budget FTE figures per department and division for each month of the year. It also shows (not visible in the screenshot below) total compensation per department along with variance from plan. You will find an example of this type of report below.

Purpose of Compensation & Headcount Variance Reports

Companies and organizations use Compensation & Headcount Variance Reports to get a complete month-by-month overview of number of staff members and related compensation costs compared to the budget for the year. When used as part of good business practices in a Human Resource (HR) department, a company can improve its ability to track results of recruiting and retention efforts, and reduce the chances that any important exceptions versus originally planned FTEs and salary expenses are missed.

Compensation & Headcount Variance Report Example

Here is an example of a detailed Compensation and Headcount Variance report.

Compensation & Headcount Variance Report Example

Compensation & Headcount Variance Report Example

You can find hundreds of additional examples here.

Who Uses This Type of Report?

The typical users of this type of report are: HR and Payroll Managers.

Other Reports Often Used in Conjunction with Compensation & Headcount Variance Reports

Progressive Human Resource (HR) department Departments sometimes use several different Compensation & Headcount Variance Reports, along with salary and employee reports and 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

Personnel Headcount Budget Report Example

What is a Personnel Headcount Budget Report?

Personnel Headcount Budget Reports are considered workforce planning tools and are used by budget managers and department heads to plan full time equivalent (FTE) staff levels for the coming year. A key functionality in this type of personnel budget report provides integration with the payroll budget to automatically derive monthly headcount per department. Rows can be expanded to see each employee by department. At the bottom, the report summarizes total Filled and Open positions and grand total headcount. You will find an example of this type of personnel budget report below.

Purpose of Personnel Headcount Budget Reports

Companies and organizations use Personnel Headcount Budget Reports to plan for salary and headcount activities. When used as part of good business practices in a Financial Planning & Analysis (FP&A) and HR Department, a company can improve its workforce-related expenses as well as reduce the risk that staffing levels do not match business plans for the coming year.

Personnel Headcount Budget Report Example

Here is an example of a Personnel Headcount Budget Report.

Personnel Headcount Budget Report Example

Personnel Headcount Budget Report Example

You can find hundreds of additional examples here.

Who Uses This Type of Personnel budget report?

The typical users of this type of personnel budget report are: HR, Budget Managers and Department Heads.

Other Personnel Budget Reports Often Used in Conjunction with Personnel Headcount Budget Reports

Progressive Financial Planning & Analysis (FP&A) and HR Departments sometimes use several different Personnel Headcount Budget Reports, along with payroll reports, dashboards, workforce simulations and other management and control tools.

Where Does the Data for Analysis Originate From?

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

In analyses where budgets or forecasts are used, the planning data most often originates from in-house Excel spreadsheet models or from professional corporate performance management (CPM/EPM) solutions.

What Tools are Typically used for Reporting, Planning and Dashboards?

Examples of business software used with the data and ERPs mentioned above are:

  • Native ERP report writers and query tools
  • Spreadsheets (for example Microsoft Excel)
  • Corporate Performance Management (CPM) tools (for example Solver)
  • Dashboards (for example Microsoft Power BI and Tableau)

Corporate Performance Management (CPM) Cloud Solutions and More Examples

Payroll Budget Template Example

What is a Payroll Budget Template?

Payroll budget input forms are considered a key part of annual budget models and are used by HR and budget managers to develop salary expense and hiring plans. Some key functionality in this type of budget template allows the user to quickly generate departmental employee budgets by entering or adjusting annual salaries for salaried staff, and hours or rates for hourly employees. Along with other options, all the employee-related taxes and benefits are automatically calculated based on assumptions captured on another screen. You will find an example of this type of budget template below.

Automate your financial analysis and reporting

Purpose of Payroll Budget Forms

Companies and organizations use Payroll Budget Forms to quickly and securely develop a detailed bottom-up annual salary, tax and benefit budget. When used as part of good business practices in Financial Planning & Analysis (FP&A) and HR Departments, a company can improve its hiring and cost decisions related to workforce planning. It can also reduce the risk that it will miss employee expense targets, which can potentially result in a dramatic impact on profitability.

Payroll Budget Form Example

Here is an example of a departmental Payroll Budget form that calculates salaries, taxes and benefits.

Payroll Budget Template Example

Payroll Budget Template Example

You can find hundreds of additional examples here.

Who Uses This Type of Budget Template?

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

Other Budget Templates Often Used in Conjunction with Payroll Budget Forms

Progressive Financial Planning & Analysis (FP&A) and HR Departments sometimes use several different Payroll Budget Forms, along with budget templates for sales, capital expenses, profit & loss and other management and control tools.

Where Does the Data for Analysis Originate From?

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

In analyses where budgets or forecasts are used, the data most often originates from in-house Excel spreadsheet models or from professional corporate performance management (CPM/EPM) solutions.

What Tools are Typically used for Reporting, Planning and Dashboards?

Examples of business software used with the data and ERPs mentioned above are:

  • Native ERP report writers and query tools
  • Spreadsheets (for example Microsoft Excel)
  • Corporate Performance Management (CPM) tools (for example Solver)
  • Dashboards (for example Microsoft Power BI and Tableau)

Automate your financial analysis and reporting

Corporate Performance Management (CPM) Technology Solutions and More Examples