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Example of a Clinical Trials Analysis Report for Pharmaceutical Companies

What is a Clinical Trials Analysis Report?

Clinical Trials Reports are considered operational monitoring tools and are used by product and trial managers to analyze expenses and statistical KPIs related to their drug trial programs. Some of the main functionality in this type of graphical report is that it offers comparative analysis for four different metrics, including: 1) Target versus actual cost by drug trial, 2) Target versus actual hours by drug trial, 3) Target versus actual participants by drug trial, and 4) Target versus actual cost by status. Below the charts (not visible in the image) is a report section with figures. You find an example of this type of graphical report below.

Purpose of Clinical Trials Analysis Reports

Pharmaceutical companies use Clinical Trials Analysis Reports to give managers an easy and graphical way to keep an eye on essential product trial metrics. When used as part of good business practices in Product and Clinical Trials departments, a company can improve its program planning, and it can reduce the chances that there are cost overruns or issues with trial participation.

Example of a Clinical Trials Analysis Report

Here is an example of a Clinical Trials Analysis Report with cost, hours and participant analysis.

Example of a Clinical Trials Analysis Report for Pharmaceutical Companies

Example of a Clinical Trials Analysis Report for Pharmaceutical Companies

You can find hundreds of additional examples here

Who Uses This Type of Graphical report?

The typical users of this type of graphical report are: Program managers, R&D managers, controllers, analysts, executives.

Other Reports Often Used in Conjunction with Clinical Trials Analysis Reports

Progressive Product and Clinical Trials departments sometimes use several different Clinical Trials Analysis Reports, along with clinical trial KPI dashboards, clinical trial reports, profit & loss reports, budget models and other management and control tools.

Where Does the Data for Analysis Originate From?

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

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

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

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

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

Corporate Performance Management (CPM) Cloud Solutions and More Examples

Example of a Project Hours by Consultant Report for Professional Service Companies

What is a Project Hours by Consultant Report?

Project Hours Reports are considered operational analysis tools and are used by Consulting Managers to get a detailed picture of hours delivered by week by consultant and project. Some of the main functionality in this type of report is that it dynamically displays hours by week across the columns and consultants grouped by project down the rows. Filters on the report include: Starting week of the report, year, and project managers. The report can include thresholds and if the number of hours pass these then the applicable cells will switch to a red color. The far right of the report (not visible in the example below) shows Total Hours and the bottom of the report shows total hours across all projects per employee. If the report is run for multiple project managers (PMs) these will each have their projects on a separate tab (see bottom of the report). The first tab shows the summary across all PMs. On a separate tab, the report also shows all projects that are on hold. You find an example of this type of report below.

Purpose of Project Hours Reports by Consultant Reports

Professional Services organizations use Project Hours Reports by Consultant Reports to get an exact idea of all delivered project hours both per PM and in aggregate. When used as part of good business practices in PMO and Consulting departments, a company can improve its resource and planning decisions because it can track and analyze delivery hours on a week by week basis both at the most granular level as well as in aggregate, and it can reduce the chances that potential issues go undetected due to lack of visibility to delivered hours.

Example of a Project Hours Reports by Consultant Report

Here is an example of a Project Hours Report with separate tabs for summary, projects by PM and projects on hold.

Example of a Project Hours by Consultant Report for Professional Service Companies

Example of a Project Hours by Consultant Report for Professional Service Companies

You can find hundreds of additional examples here

Who Uses This Type of Report?

The typical users of this type of report are: Service Leaders, Project Managers, Budget Managers.

Other Reports Often Used in Conjunction with Project Hours Reports by Consultant Reports

Progressive PMO and Consulting departments sometimes use several different Project Hours Reports by Consultant, along with KPI dashboards, consultant billing reports, client dashboards, project detailed and summary reports, project forecast models, annual 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

Example of a Forecast by Client and Consultant for Professional Services Companies

What is a Forecast by Client and Consultant?

Consultant Forecasting and Budgeting Models are considered revenue estimate- and resource planning tools and are used by Budgeting Managers and project leaders to enter forecasted hours by client and consultant for the remainder of the year. Some of the main functionality in this type of input form is that it gives consulting managers a online, database-driven template to input hourly estimates. Information seen in the example below includes: Client, Project Manager (PM) and Employee (consultant), Actual data year-to-date figures (this is read only and comes from the ERP system), data entry cells for the remaining months of the year with a grant total on the far right. At the bottom of the form (not visible in the screenshot) hours are aggregated to totals by employee and then multiplied with average hourly rates to show the grant total estimated service revenues for the year. You find an example of this type of input form below.

Purpose of a Forecast by Client and Consultant Input Forms

Professional Services organizations use Forecast by Client and Consultant Input Forms to create detailed forecasts or annual budgets using bottom-up input of hour estimates. The captured estimates can of course also be reused in actual vs estimate status reports and in higher level summary reports and dashboards. When used as part of good business practices in PMO and Consulting departments, a company can improve its internal forecasting and can maximize revenues with improved resource planning. It will also reduce the chances that inaccurate- or lack of hourly estimates leads to under- or overstaffing with resulting negative impact on the bottom line.

Example of a Forecast by Client and Consultant Input Form

Here is an example of a Client Project Estimate Form with input of hourly forecasts by client, PM and consultant.

Example of a Forecast by Client and Consultant for Professional Services Companies

Example of a Forecast by Client and Consultant for Professional Services Companies

You can find hundreds of additional examples here

Who Uses This Type of Input form?

The typical users of this type of input form are: Service Leaders, Project Managers, Budget Managers.

Other Reports Often Used in Conjunction with Forecast by Client and Consultant Input Forms

Progressive PMO and Consulting departments sometimes use several different Forecast by Client and Consultant Input Forms, along with KPI dashboards, consultant billing reports, client dashboards, project detailed and summary reports, project forecast models, annual 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

Example of a Consulting Time Dashboard for Technology Companies

What is a Consulting Time Dashboard for Technology Companies?

Time analysis dashboards are considered operational reports and are used by Executives and Consulting Leaders to track estimated and reported hours across clients and projects. Some of the main functionality in this type of dashboard is that it provides monitoring of hours across five different perspectives: 1) Table by region/project/consultant and with metrics for Estimated hours, reported hours and variance, 2) Monthly trend with estimated and reported hours, 3) Reported hours by region (geographical map), 4) Ranked hours by customer, and 5) Ranked hours by project. You find an example of this type of dashboard below.

Purpose of Consulting Time Dashboards

Tech companies use Consulting Time Dashboards to give managers an easy was to slice and dice their use of hours by customer, region and project. When used as part of good business practices in Professional Services and Financial Planning & Analysis (FP&A) departments, an organization can improve its utilization strategies and related revenue, and it can reduce the chances that available capacity is wasted due to poor insight to trends and actual performance.

Example of a Consulting Time Dashboard

Here is an example of a Consulting Time Dashboards with metrics and trends related to actual and estimated hours.

Example of a Consulting Time Dashboard for Technology Companies

Example of a Consulting Time Dashboard for Technology Companies

You can find hundreds of additional examples here

Who Uses This Type of Dashboard?

The typical users of this type of dashboard are: Executives, Consulting Managers, Consulting Team Leaders.

Other Reports Often Used in Conjunction with Consulting Time Dashboards

Progressive Consulting and Financial Planning & Analysis (FP&A) departments sometimes use several different Consulting Dashboards, along with detailed utilization reports, billing reports, financial reports, financial KPI dashboards, project forecasts, 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

Example of a Billing KPI Dashboard for a Professional Services Company

What is a Billing KPI Dashboard?

KPI Dashboards with billing metrics are considered operational analysis tools and are used by executives and project managers to monitor billing revenue and utilization metrics. Some of the main functionality in this type of dashboard is that it provides analysis of KPIs from 8 different perspectives: 1) Monthly service revenue trend, actual and budget, 2) Monthly billable hours trend, 3) Top ten customers with billable amount, hours and nonbillable hours, 4) Top ten consultants with billable amount, hours and nonbillable hours, 5) Total billable revenue, 6) Total billable hours, 7) Total nonbillable hours, and ) Current year pipeline projections. You find an example of this type of dashboard below.

Purpose of Billing KPI Dashboards

Professional service organizations use Billing KPI Dashboards to gives leaders an overview of the aggregate and individual performance of their consulting team. When used as part of good business practices in Financial Planning & Analysis (FP&A) and Consulting/Services departments, an organization can improve its tactical customer and project decisions and increase related revenues, and it can reduce the chances that executives lack insight to key services trends and variances.

Example of a KPI Dashboard

Here is an example of a KPI Dashboard with trends in services revenues and billing performance metrics.

Example of a Billing KPI Dashboard for a Professional Services Company

Example of a Billing KPI Dashboard for a Professional Services 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, CFOs, consulting managers, project managers.

Other Reports Often Used in Conjunction with KPI Dashboards

Progressive Financial Planning & Analysis (FP&A) and Consulting/Services departments sometimes use several different KPI Dashboards, along with profit & loss reports, project dashboards, revenue dashboards, detailed billing and utilization reports, project budget models, billing forecast 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

Example of a Revenue and Expense Dashboard for a Professional Services Company

What is a Revenue and Expense Dashboard?

Revenue and Expense Dashboards are considered financial analysis tools and are used by Executives and CFOs to analyze trends and budget variances. Some of the main functionality in this type of dashboard is that it provides analysis of key corporate metrics from six different perspectives: 1) Actual and budgeted revenue ranked by category, 2) Top five actual and budgeted expenses, 3) Actual and budgeted monthly revenue trend, 4) Actual and budgeted monthly expense trend, 5) High and low estimate for current year projected hours, and 6) High and low estimate for current year projected billable amounts. You find an example of this type of dashboard below.

Purpose of Revenue and Expense Analysis Dashboards

Professional services organizations use Revenue and Expense Analysis Dashboards to provide executives with a one page overview of key financial figures as well as a pipeline outlook for hours delivered. When used as part of good business practices in Financial Planning & Analysis (FP&A) departments, an organization can improve its strategic decisions and profitability, and it can reduce the chances that decision-makers are missing the big picture.

Example of a Revenue and Expense Analysis Dashboard

Here is an example of a Revenue and Expense Dashboard with actual and budget variances and trends.

Example of a Revenue and Expense Dashboard for a Professional Services Company

Example of a Revenue and Expense Dashboard for a Professional Services 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, CFOs, boards, analysts.

Other Reports Often Used in Conjunction with Revenue and Expense Analysis Dashboards

Progressive Financial Planning & Analysis (FP&A) departments sometimes use several different Revenue and Expense Analysis Dashboards, along with profit & loss reports, KPI dashboards, project dashboards, project reports, detailed billing reports, budget input 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

Example of a Clinical Trial Dashboard for Pharmaceutical Companies

What is a Clinical Trials Dashboard?

Clinical Trials Dashboards are considered program analysis tools and are used by executives and drug trial managers to monitor actual and planned program expenses and KPIs. Some of the main functionality in this type of dashboard is that it enables interactive analysis from four different perspectives, including: 1) Target versus actual cost per drug trial, 2) Target versus actual participants by drug trial, 3) Target versus actual hours by drug trial, 4) Target versus actual cost by status. You find an example of this type of dashboard below.

Purpose of Clinical Trials Dashboards

Pharmaceutical companies use Drug Trial Dashboards to provide managers with essential actual and planning drug trial data in a format that is easy to consume. When used as part of good business practices in Financial Planning & Analysis (FP&A) and Clinical Trial departments, an organization can improve its drug trials and product strategies, and it can reduce the chances that there is lack of clarity in expenses and trial results.

Example of a Clinical Trials Dashboard

Here is an example of a Drug Trial Dashboard with actual and targeted cost and trial performance data.

Example of a Clinical Trial Dashboard for Pharmaceutical Companies

Example of a Clinical Trial Dashboard for Pharmaceutical Companies

You can find hundreds of additional examples here

Who Uses This Type of Dashboard?

The typical users of this type of dashboard are: Executives, product managers, clinical trial managers.

Other Reports Often Used in Conjunction with Drug Trial Dashboards

Progressive Financial Planning & Analysis (FP&A) and Clinical Trial departments sometimes use several different Clinical Trial Dashboards, along with detailed program reports, product forecasts, multi-year budgets, KPI dashboards, expense dashboards, expense reports, detailed drug trial 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