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Example of a Payroll Budget Dashboard for Public Sector

What is a Payroll Budget Dashboard for Public Sector?

Payroll Budget Dashboards are considered annual budget analysis tools and are used by HR managers and budget officers to analyze the completed employee budget. Some of the main functionality in this type of dashboard is that it provides graphical salary analysis from three perspectives: 1) Chart with ranked list of payroll budgets by department, 2) Ranked table with payroll budgets and headcount by department, and 3) Total payroll budget and total headcount. The user can use the drop down boxes on the top of the screen to filter by department and budget year. You find an example of this type of dashboard below.

Purpose of Payroll Budget Dashboards

Government organizations use Payroll Budget Dashboards to enable easy analysis of payroll budgets and planned headcount. When used as part of good business practices in Financial Planning & Analysis (FP&A) and HR departments, an organization can improve its human capital planning process, and it can reduce the chances that employee budgets are not carefully analyzed and understood at the end of the planning process.

Example of a Payroll Budget Dashboard

Here is an example of a Payroll Budget Dashboard with ranked salary expenses and headcount.

Example of a Payroll Budget Dashboard for Public Sector

Example of a Payroll Budget Dashboard for Public Sector

You can find hundreds of additional examples here

Who Uses This Type of Dashboard?

The typical users of this type of dashboard are: Executives, budget officers, CFOs, analysts, HR managers, department heads.

Other Reports Often Used in Conjunction with Payroll Budget Dashboards

Progressive Financial Planning & Analysis (FP&A) and HR departments sometimes use several different Payroll Budget Dashboards, along with financial statements, annual budget reports, budget summary dashboards, detailed payroll budget reports, payroll 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 Safety Dashboard for Manufacturing Companies

What is a Safety Dashboard for Manufacturing Companies?

Safety-focused Dashboards are considered incident analysis tools and are used by Executives and Safety Managers to monitor safety-related metrics and trends. Some of the main functionality in this type of dashboard is that it provides KPIs and graphical trend analysis that can be viewed for different years and plants. The dashboard includes: 1) Monthly incident trend per employee per plant compared to the company (all plants) average, 2) Total number of monthly incidents and near incidents, 3) Incident avoidance quiz score versus company-wide score, 4) Metrics by plant with average number of employees, safety incidents reported, near incidents reported and incidents per employee (FTE), and 5) Metrics by month with headcount, safety incidents reported, near incidents reported, incidents per employee and incident avoidance quiz score. You find an example of this type of dashboard below.

Purpose of Safety Dashboards

Manufacturing companies use Safety Dashboards to analyze and improve safety at their plants. This includes benchmarking across plants. When used as part of good business practices in HR and operations departments, an organization can improve and speed up its safety records and workplace reputation, and it can reduce the chances that plant operations are disrupted due to safety-related issues.

Example of a Safety Dashboard

Here is an example of A Safety Dashboard for a manufacturing company.

Example of a Safety Dashboard for Manufacturing Companies

Example of a Safety Dashboard for Manufacturing 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, analysts, plant managers, production managers, safety officers, HR managers.

Other Reports Often Used in Conjunction with Safety Dashboards

Progressive HR and operations departments sometimes use several different Safety Dashboards, along with incident reports, safety reports, HR reports, budget models with safety targets, human capital planning 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

Learn More About Solver CPM For Manufacturing

Workforce Compensation Report with Payroll Analysis Example

What is a Workforce Compensation Report with Payroll Analysis?

HR and Payroll reports are considered workforce compensation analysis tools and are often used by accountants and payroll managers to review employee hours, rates and salary expenses. Some of the key functionality in this type of report is that it is parameter driven and provides both transaction detail and summary payroll related information. The columns shows General Ledger (GL) account, employee name, hire date, job title, rates, salary and other information. The rows are grouped into major expense categories such as commissions, bonuses, salary, overtime and bonus. Each row can be expanded to see individual employees (not visible in the example below) and their detailed information. At the bottom of the report, is a summary by GL account as well as a chart to visualize the same information. You find an example of this type of report below.

Purpose of Compensation analysis reports

Companies and organizations use compensation analysis reports to analyze payroll expenses using a professional and easy to read web-based report format. When used as part of good business practices in a Financial Planning & Analysis (FP&A) and Payroll department, a company can improve its payroll expense analysis as well as reduce the chances that managers make staffing decisions and budgets without a detailed understanding of actual employee compensation costs.

Compensation analysis report Example

Here is an example of a Workforce Compensation Report with Payroll Analysis.

Workforce Compensation Report with Payroll Analysis Example

Workforce Compensation Report with Payroll Analysis Example

You can find hundreds of additional examples here

Who Uses This Type of Report?

The typical users of this type of report are: CFOs, accountants, payroll managers, budget managers, human resource (HR) Managers.

Other Reports Often Used in Conjunction with Compensation analysis reports

Progressive Financial Planning & Analysis (FP&A) and Payroll Departments sometimes use several different Compensation analysis reports, along with HR reports, payroll budgets, staffing forecasts and other management and control tools.

Where Does the Data for Analysis Originate From?

The Actual (historical transactions) data typically comes from Payroll 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, Workday, ADP, Ceridian, Payroll Now 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

Higher Education Budgeting - Classified Employee Payroll Example

What is a Classified Payroll Budget?

Classified Payroll Budgets are considered employee budget models and are used by budget managers to plan for all classified salary and benefit related personnel expenses. Key functionality in this type of input form automates budgeting for expenses related to permanent and temporary positions. Features include data capture by salary grade, merit changes, insurance, health and retirement benefits and more. Totals by department roll up to the related general ledger expense accounts. You will find an example of this type of input form below.

Purpose of Classified Payroll Forms

Universities and colleges use Classified Payroll Forms to provide the easiest, most secure employee budget model with automated calculations. When used as part of good business practices in a Budgeting and Planning department, a higher education institution can improve its personnel budget process, as well as, reduce the chances that calculation mistakes cause inaccurate expenses.

Classified Payroll Form Example

Here is an example of a University Budget Form for Classified Payroll.

Higher Education Budgeting - Classified Employee Payroll Example

Higher Education Budgeting – Classified Employee Payroll Example

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: Budget Officers, Department Managers and HR Managers.

Other Input Forms Often Used in Conjunction with Classified Payroll Forms

Progressive Budgeting and Planning Departments sometimes use several different Classified Payroll Forms, along with payroll assumptions, capex, operating expense- and revenue templates 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

Higher Education Budgeting - Unclassified Employee Payroll Example

What is  Unclassified Employee Payroll Budgeting?

Unclassified Payroll Budgets are considered employee budget models and are often used by budget managers to plan for all unclassified salary and benefit related personnel expenses. Key functionality in this type of input form automates budgeting for expenses related to permanent and temporary positions. Features include data capture by salary grade, merit changes, insurance, health and retirement benefits and more. Totals by department roll up to the related general ledger expense accounts. You will find an example of this type of input form below.

Purpose of Unclassified Payroll Templates

Universities and colleges use Unclassified Payroll Templates to provide the easiest, most secure employee budget model with automated calculations. When used as part of good business practices in a Budgeting and Planning department, a higher education institution can improve its employee budget process, as well as, reduce the chances that calculation mistakes causes expense accuracy issues.

Unclassified Payroll Template Example

Here is an example of a University Budget Form for Unclassified Payroll.

Higher Education Budgeting - Unclassified Employee Payroll Example

Higher Education Budgeting – Unclassified Employee Payroll Example

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: Budget Officers and HR Managers.

Other Input Forms Often Used in Conjunction with Unclassified Payroll Templates

Progressive Budgeting and Planning Departments sometimes use several different Unclassified Payroll Templates, along with payroll assumptions, capex, operating expense and revenue templates 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

Salary Budget Allocation to Grants for Nonprofits - Example

What is a Salary Budget Allocation to Grants?

Salary allocation models for grant budgets are considered planning tools and are often used by budget managers and grant managers to allocate agreed upon employee expenses to applicable grants. Key functionality in this type of input template automatically retrieves the payroll budget by employee and lets the user allocate percentages to grants chosen from a drop down list. The total above each input area shows if 100% of a salary has been allocated or not. The form then calculates and stores the exact amount to each grant by month. You will find an example of this type of input template below.

Purpose of Salary Allocation Models

Nonprofit organizations use Salary Allocation Models to easily calculate how much of a budgeted payroll expense should be allocated to each grant. When used as part of good business practices in a Financial Planning & Analysis (FP&A) department, an organization can improve its grant budgeting, reporting and analysis, as well as, reduce the chances that budgets are inaccurate due to manual calculations.

Salary Allocation Model Example

Here is an example of a Salary Allocation Budgeting Input Form that allocates salaries to grants.

nonprofit,not-for-profit, association, budget, forecast, nfp, program, initiative, grant, allocation, employee, fte, salary

Allocate employee salaries by percent to the applicable grants

You can find hundreds of additional examples here.

Who Uses This Type of Input Template?

The typical users of this type of input template are: Budget managers, grant and program managers.

Other Input Templates Often Used in Conjunction with Salary Allocation Models

Progressive Financial Planning & Analysis (FP&A) Departments sometimes use several different Salary Allocation Models, along with annual budget models with payroll detail, 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

Capital Expense Budget for Healthcare Providers Example

What is a Capital Expense Budget for Healthcare Providers?

Capital Expense (“Capex”) budget forms are considered a key part of annual budget models and are often used by budget managers, purchasing managers and department heads to plan future asset purchases. Key functionality in this type of budget template includes drop downs to choose asset type, department, and purchase month. The average lifetime of the asset typically comes from an assumption and will automatically calculate the monthly depreciation amount. After the user enters purchase price and quantity, everything else calculates automatically. Total depreciation expense and accumulated depreciation end up on the P&L and Balance Sheet budgets. Typically, this template is used for each healthcare facility with all their departmental asset purchases contained within the same form. You will find an example of this type of budget template below.

Automate Your Healthcare Operations

Purpose of Capex Forms

Hospitals and clinics use Capex Forms to request funding for asset purchases and to capture comments and details that will help in the approval process. When used as part of good business practices in a Financial Planning & Analysis (FP&A) department, a healthcare organization can improve its expense control and asset procurement plans, as well as, reduce the chances of budget overruns due to unforeseen investments.

Capex Form Example

Here is an example of a Capital Expense budget input form with automated depreciation expense calculations.

Capital Expense Budget for Healthcare Providers Example

Capital Expense Budget for Healthcare Providers 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: CFOs, Budget Managers, Procurement and IT Managers.

Other Budget templates Often Used in Conjunction with Capex Forms

Progressive Financial Planning & Analysis (FP&A) Departments sometimes use several different Capex Forms, along with budget templates for revenues, KPI metrics, payroll, profit & loss, balance sheet and other management and control tools.

Solver for Healthcare Providers

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)

Automate Your Healthcare Operations

Corporate Performance Management (CPM) Cloud Solutions and More Examples

Personnel Budget Model for Healthcare Providers Example

What is a Personnel Budget Model for Healthcare Providers?

Personnel Budget input forms are considered key components of a healthcare expense budget and are often used by budget managers to create a detailed plan for staff salaries, taxes and benefits. Key functionality in this type of form usually pulls data by facility and with all the departments and their employees in the rows. There are different sections or input templates for salaried versus hourly paid staff. The model also includes hours per shift, bonus, taxes, benefits and more. You will find an example of this type of form below.

Automate Your Healthcare Operations

Purpose of Personnel Models

Companies and organizations use Personnel Models to enable secure, detailed and accurate budget planning at the employee level. When used as part of good business practices in an HR or FP&A department, a company can improve its employee expense budgeting model, as well as, reduce the chances that there are cost overruns or surprises related to hiring strategies.

Personnel Model Example

Here is an example of a Personnel Budget input form by employee and department.

Personnel Budget Model for Healthcare Providers Example

Personnel Budget Model for Healthcare Providers Example

You can find hundreds of additional examples here.

Who Uses This Type of Form?

The typical users of this type of form are: Budget managers, HR managers, department heads.

Other Forms Often Used in Conjunction with Personnel Models

Progressive HR or FP&A Departments sometimes use several different Personnel Models, along with detailed budget input forms for revenue, capex, other operating expenses and other management and control tools.

Solver for Healthcare Providers

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)

Automate Your Healthcare Operations

Corporate Performance Management (CPM) Cloud Solutions and More Examples

Multi-year Strategic Planning Model for Nonprofits Example

What is a Multi-year Strategic Planning Model for Nonprofits?

Strategic Planning models are considered planning tools and are often used by budget managers and executives to capture financial metrics to plan the funding of  programs and initiatives for the coming years. Key functionality in this type of template displays history and current year forecast as a guideline, and then provides input columns for the next eight years. The initiatives are grouped by program in the rows. You will find an example of this type of template below.

Purpose of Long Term Strategic Planning Models

Nonprofit organizations use Long Term Strategic Planning Models to have a single web-based template where the essential financial estimates for program funding can be captured. When used as part of good business practices in a Financial Planning & Analysis (FP&A) department, a nonprofit can improve its strategic planning and analysis capabilities, as well as, reduce the chances that managers lack visibility and easy access to long term targets.

Long Term Strategic Planning Model Example

Here is an example of Multi-year Strategic Planning Form for Nonprofit Organizations.

Multi-year Strategic Planning Model for Nonprofits Example

Multi-year Strategic Planning Model for Nonprofits Example

You can find hundreds of additional examples here.

Who Uses This Type of Template?

The typical users of this type of template are: Budget managers, program managers and executives.

Other Templates Often Used in Conjunction with Long Term Strategic Planning Models

Progressive Financial Planning & Analysis (FP&A) Departments sometimes use several different Long Term Strategic Planning Models, along with annual budget models, 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

Employee Tax and Benefit Budget for a Retail Company Example

What is an Employee Tax and Benefit Budget for a Retail Company?

Employee Tax and Benefit budgets are considered an important component of a budget model and are often used by retail chains and store managers to estimate detailed staff-related expenses for the budget. Key functionality in this type of model automatically calculates workforce costs, such as, FICA, FUTA, SUTA, fringes, pensions, profit sharing and so on. It includes both exempt and non-exempt employees. You will find an example of this type of model below.

Purpose of Employee Tax and Benefit Budget Models

Retail companies use Employee Tax and Benefit Budget Models to automate otherwise tedious cost calculations for the staff budget. When used as part of good business practices in a Financial Planning & Analysis (FP&A) department, a company can improve its budget accuracy and the easy in which to create multiple scenarios, as well as, reduce the chances of calculation mistakes occurring in the budget model.

Employee Tax and Benefit Budget Model Example

Here is an example of Budget Report for Tax and Benefit Calculations for a Retail company.

Employee Tax and Benefit Budget Example for a Retail Company

Employee Tax and Benefit Budget Example for a Retail Company

You can find hundreds of additional examples here.

Who Uses This Type of Model?

The typical users of this type of model are: HR managers, CFOs, budget managers.

Other Models Often Used in Conjunction with Employee Tax and Benefit Budget Models

Progressive Financial Planning & Analysis (FP&A) Departments sometimes use several different Employee Tax and Benefit Budget Models, along with sales and other operating expense budgets, capex, cash flow plans 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