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Example of a Support and Service Level Dashboard for Technology Companies

What is a Support and Service Level Dashboard?

Support and Service Dashboards are considered helpdesk analysis tools and are used by COO’s and Helpdesk Managers to track ticket volumes and performance of support teams. Some of the main functionality in this type of dashboard is that it provides an easy way for leaders to analyze helpdesk metrics from seven different perspectives, including: 1) Table with support agent by department and location and with metrics for Number of incoming calls and Calls answered within or after 30 seconds, 2) Monthly trend in calls answered within 30 seconds, 3) Total incoming calls, 4) Percent of calls answered within 30 seconds, 5) Percent spam calls versus real calls, 6) Tickets by type, and 7) Monthly trend in support types. You find an example of this type of dashboard below.

Purpose of Support and Service Level Dashboards

Tech companies use Support and Service Level Dashboards to give helpdesk managers an easy way to monitor KPIs for their support teams. When used as part of good business practices in Helpdesk  departments, an organization can improve its service levels and internal (or external) customer satisfaction, and it can reduce the chances that lack of metrics and measurement hides performance issues that later can result in escalating problems.

Example of a Support and Service Level Dashboard

Here is an example of a Support and Service Level Dashboard with KPIs and trends for call types and performance statistics.

Example of a Support and Service Level Dashboard for Technology Companies

Example of a Support and Service Level 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: Helpdesk/support managers, Global helpdesk executives, support team leaders.

Other Reports Often Used in Conjunction with Support and Service Level Dashboards

Progressive Helpdesk departments sometimes use several different Support and Service Level Dashboards, along with Detailed support reports per team and individual, scorecards, staff and payroll planning models and other management and control tools.

Where Does the Data for Analysis Originate From?

The Actual (historical transactions) data typically comes from helpdesk systems 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 Customer Billing Dashboard for Professional Services Companies

What is a Customer Billing Dashboard?

Customer Billing Dashboards are considered client analysis tools and are used by executives and project managers to review revenues and hours by client and location. Some of the main functionality in this type of dashboard is that it provides analysis from these two major perspectives: 1) Customers ranked by billable amount and with billable hours and nonbillable hours, and 2) Customer locations (note that the size of the markers can be set to correspond to e.g. the billable amount for each customer). The user can choose year with the drop down filter on the top of the screen. You find an example of this type of dashboard below.

Purpose of Customer Billing Dashboards

Professional service organizations use Customer Billing Dashboards to gives managers an easy way to see which customers are providing the most revenues , or reversely – nonbillable hours, and if there are any patterns related to geographical customer location. When used as part of good business practices in Financial Planning & Analysis (FP&A) and Consulting departments, an organization can improve its customer strategies and increase revenues, and it can reduce the chances that important trends are missed with resulting impact on margins..

Example of a Customer Billing Dashboard

Here is an example of a Customer Billing Dashboard with billing and hourly metrics as well as geographic location displayed on a map.

Example of a Customer Billing Dashboard for Professional Services 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, CFOs, consulting managers, analysts, sales managers.

Other Reports Often Used in Conjunction with Customer Billing Dashboards

Progressive Financial Planning & Analysis (FP&A) and Consulting departments sometimes use several different Customer Billing 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 Project Dashboard for a Professional Services Company

What is a Project Dashboard for a Professional Services Company?

Project Dashboards are considered operational monitoring tools and are used by executives and project managers to analyze consulting resources and project performance. Some of the main functionality in this type of dashboard is that it enables analysis of KPIs and other metrics from six different perspectives: 1) Project manager ranked by billings and with billable amount, billable hours and nonbillable hours, 2) Consultants ranked by billable amount and with billable hours and nonbillable hours, 3) Number of projects by project manager (PM), 4) Percent of projects with green, yellow and red status, 5) Monthly trend in billable amounts, and 6) Monthly trend in billable hours. You find an example of this type of dashboard below.

Purpose of Project Dashboards

Professional service organizations use Project Dashboards to gives consulting leaders an easy way to understand how project managers, consultants and projects are performing. When used as part of good business practices in Financial Planning & Analysis (FP&A) and Consulting departments, an organization can improve its decision speed as it relates to projects and professional resources, and it can reduce the chances that poor performance goes undetected with likely resulting loss in revenues.

Example of a Project Dashboard

Here is an example of a Project Dashboard with metrics of PMs and their team members as well as project status.

Example of a Project Dashboard for a Professional Services Company

Example of a Project 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 Project Dashboards

Progressive Financial Planning & Analysis (FP&A) and Consulting departments sometimes use several different Project 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 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

Example of a Reimbursement Program Dashboard for Pharmaceutical Companies

What is a Reimbursement Program Dashboard?

Reimbursement Program Dashboards are considered patient assistance analysis tools and are used by Program Managers to monitor KPIs in their programs. Some of the main functionality in this type of dashboard is that it provides graphical insights from six different perspectives: 1) Year to date cost of reimbursements, 2) Claims by reimbursement status, 3) Reimbursement cost by product, 4) Year to date reimbursement by channel, 5) Top 5 claimants, and 6) Reimbursement cost by product. You find an example of this type of dashboard below.

Purpose of Reimbursement Program Dashboards

Pharmaceutical companies use Reimbursement Program Dashboards to give managers quick insights into metrics and trends in their patient assistance programs. When used as part of good business practices in Financial Planning & Analysis (FP&A) and Reimbursement departments, an organization can improve its reimbursement strategies and strengthen financial outcomes, and it can reduce the chances that it takes too much time to detect and adjust inefficient programs.

Example of a Reimbursement Program Dashboard

Here is an example of a Reimbursement Program Dashboard with cost and claim analysis.

Example of a Reimbursement Program Dashboard for Pharmaceutical Companies

Example of a Reimbursement Program 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: Reimbursement program managers, executives, product managers, patience assistance managers.

Other Reports Often Used in Conjunction with Reimbursement Program Dashboards

Progressive Financial Planning & Analysis (FP&A) and Reimbursement departments sometimes use several different Reimbursement Program Dashboards, along with profit & loss reports, annual budgets, sales forecasts, detailed reimbursement reports, expense dashboards, KPI 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

Example of a Patient Assistance Dashboard for Pharmaceutical Companies

What is a Patient Assistance Dashboard?

Patient Assistant Dashboards are considered program analysis tools and are used by clinical trial managers and executives to review results of their drug trials. Some of the main functionality in this type of dashboard is that it offers key insights that measures program performance from six different perspectives: 1) Patient request by status (active, completed, declined, in process), 2) Year to date enrollees by product, 3) Enrollees by eligibility criteria, 4) Medical advisory inquiry, 5) Medical advisory inquiries by product, and 6) Medical advisory inquiries by method. You find an example of this type of dashboard below.

Purpose of Patient Assistance Dashboards for Clinical Trial Programs

Pharmaceutical companies use Patient Assistance Dashboards to easily monitor and measure the performance of various aspects of their patient assistance programs. When used as part of good business practices in Financial Planning & Analysis (FP&A) and Clinical Trial departments, an organization can improve its product strategies and related future revenue streams, and it can reduce the chances that underperforming areas don’t get timely attention.

Example of a Patient Assistance Dashboards

Here is an example of a Patient Assistance Dashboard to analyze key metrics related to clinical trials.

Example of a Patient Assistance Dashboard for Pharmaceutical Companies

Example of a Patient Assistance 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, patience assistance managers, clinical trial managers.

Other Reports Often Used in Conjunction with Patient Assistance Dashboards

Progressive Financial Planning & Analysis (FP&A) and Drug Development Departments sometimes use several different Patient Assistance Dashboards for Clinical Trial Programs, along with detailed program reports, product forecasts, multi-year budgets 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 Sales Manager Dashboard for Pharmaceutical Companies

What is a Sales Manager Dashboard?

Sales Manager Dashboards are considered revenue analysis tools and are used by Sales Managers and executives to monitor sales performance across key business areas. Some of the main functionality in this type of dashboard is that it enables analysis of metrics from eight different perspectives: 1) Ranked gross and net sales by product, 2) Monthly trend for gross and net sales, 3) Sales by channel, 4) Reach by product, 5) Ranked gross and net sales by business unit, 6) Monthly gross sales trend for new business, 7) Units sold by product, ranked, and 8) Samples given by product, ranked. You find an example of this type of dashboard below.

Purpose of Sales Manager Dashboards

Pharmaceutical companies use Sales Manager Dashboards to easily monitor key sales metrics and trends on a single screen. When used as part of good business practices in Financial Planning & Analysis (FP&A) and Sales departments, an organization can improve its revenues, and it can reduce the chances that areas with weaker than expected performance don’t get timely attention.

Example of a Sales Manager Dashboard

Here is an example of a Sales Manager Dashboard with trend analysis and ranked sales metrics across products and channels.

Example of a Sales Manager Dashboard for Pharmaceutical Companies

Example of a Sales Manager 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: Sales managers, product managers, executives.

Other Reports Often Used in Conjunction with Sales Manager Dashboards

Progressive Financial Planning & Analysis (FP&A) and Sales departments sometimes use several different Sales Manager Dashboards, along with profit & loss reports, annual budgets, sales forecasts, detailed sales reports, revenue dashboards, KPI 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

Example of an Executive Dashboard for Pharmaceutical Companies

What is an Executive Dashboard?

Executive dashboard are considered business monitoring tools and are used by CEOs and senior leaders to easily track performance across key business areas in a pharma business. Some of the main functionality in this type of dashboard is that it provides a single screen to analyze business KPIs from five different perspectives: 1) Top sales producers ranked by gross and net sales, 2) Revenues from the top sales channels, 3) Pharma product sales by volume, 4) Top payers ranked, and 5) Monthly trend in gross and net sales. You find an example of this type of dashboard below.

Purpose of Executive Dashboards

Pharmaceutical companies use Executive Dashboards to give managers an easy way to monitor performance in key business areas. When used as part of good business practices in Financial Planning & Analysis (FP&A) departments, an organization can improve its strategic and tactical decisions, and it can reduce the chances that underperforming areas don’t get timely attention.

Example of a Executive Dashboard

Here is an example of an Executive Pharma Dashboard with monthly trend analysis as well as ranked sales metrics by producer, channel, payer and product.

Example of an Executive Dashboard for Pharmaceutical Companies

Example of an Executive 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: CEOs, CFOs, COOs, Sales Executives, Board of Directors.

Other Reports Often Used in Conjunction with Executive Dashboards

Progressive Financial Planning & Analysis (FP&A) departments sometimes use several different Executive Dashboards, along with profit & loss reports, annual budgets, sales forecasts, detailed sales reports, revenue dashboards, KPI 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