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Executive Briefing Card Report Example

What is an Executive Briefing Card Report?

Executive Briefing Cards are considered monitoring tools and are often used by boards, executives and sometimes external stakeholders to get a quick performance status in a graphical and easy to read format. Some of the key functionality in this type of unique dashboard report is that it first presents an automatic narrative based on the key metrics, and then it shows these figures in small tables with traffic lights. The charts on the left side of the briefing card highlights revenue and profitability trends. You find an example of this type of report below.

Purpose of Executive Briefing Cards

Companies and organizations use Executive Briefing Cards to make it very quick and easy for non-accountants to analyze results. When used as part of good business practices in a Financial Planning & Analysis (FP&A) Department, a company can improve its ability to communicate performance to senior executives and stakeholders as well as reduce the chances that this group of people miss important highlights.

Executive Briefing Card Example

Here is an example of an Executive Briefing Card Report with auto-narrative, charts and figures.

Executive Briefing Card Report Example

Executive Briefing Card Report Example

You can find hundreds of additional examples here

Who Uses This Type of Unique dashboard report?

The typical users of this type of unique dashboard report are: Boards, Executives and External Stakeholders.

Other Unique dashboard reports Often Used in Conjunction with Executive Briefing Cards

Progressive Financial Planning & Analysis (FP&A) Departments sometimes use several different Executive Briefing Cards, along with financial 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

Detailed KPI Variance Report Example

What is a Detailed KPI Variance Report?

KPI reports are considered monitoring tools and are often used by executives and managers to track the company’s performance in strategic areas. Some of the key functionality in this type of report is that it displays both financial and statistical metrics (many are not visible in the example below). In the columns it has a variety of data including actual year-to-date, 12 month’s rolling, budget, forecast and variances. You find an example of this type of report below.

Purpose of Detailed KPI Variance Reports

Companies and organizations use Detailed KPI Variance Reports to see all key performance metrics on a single report. When used as part of good business practices in a Financial Planning & Analysis (FP&A) Department, a company can improve its control and speed up top level analysis as well as reduce the chances that managers miss information because they have to navigate too many reports and dashboards to get a good picture of performance.

Detailed KPI Variance Report Example

Here is an example of a Detailed Key Performance Indicator (KPI) Variance Report with financial and statistical metrics.

Detailed KPI Variance Report Example

Detailed KPI 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: Executives and Managers.

Other Reports Often Used in Conjunction with Detailed KPI Variance Reports

Progressive Financial Planning & Analysis (FP&A) Departments sometimes use several different Detailed KPI Variance Reports, along with financial reports, operational 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

Monthly Flash Report Example

What is a Monthly Flash Report?

Flash Reports are considered management reports and are often used by executives and finance managers to quickly get a picture of most of the company’s important metrics. Some of the key functionality in this type of dashboard report is that it shows actual and budget data for the current month, last month, same period last year, as well as for each indvidual month this year. Variance columns with traffic lights help drive attention to outliers. The rows show key statistical and financial metrics. You find an example of this type of dashboard report below.

Purpose of Monthly Flash Reports

Companies and organizations use Monthly Flash Reports to easily detect outliers and exceptions in their key metrics. When used as part of good business practices in a Financial Planning & Analysis (FP&A) Department, a company can improve its ability to quickly detect and react to problems or opportunities as well as reduce the chances that a situation arises without anyone seeing it until it is too late.

Monthly Flash Report Example

Here is an example of a Monthly Flash Report with financial and statistical metrics.

Monthly Flash Report Example

Monthly Flash Report Example

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: Executives and Managers.

Other Dashboard reports Often Used in Conjunction with Monthly Flash Reports

Progressive Financial Planning & Analysis (FP&A) Departments sometimes use several different Monthly Flash Reports, along with financial reports, operational 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

Strategic KPI Report Example

What is a Strategic KPI Report?

Strategic KPI reports are considered executive dashboards and are often used by leadership teams to quickly determine how the organization is performing in key areas. Some of the key functionality in this type of dashboard report is that it provides the metrics in a professional and easy to read layout. It also displays top KPIs graphically in the charts at the bottom. Exceptions that breach target thresholds are highlighted with red or green background. The far right columns display KPI targets for the coming four years. You find an example of this type of dashboard report below.

Purpose of Strategic KPI Reports

Companies and organizations use Strategic KPI Reports to make it easy for their management teams to monitor the company’s most important performance indicators. When used as part of good business practices in a Financial Planning & Analysis (FP&A) Department, a company can improve its control and ensure that leadership teams prioritize the things that matter the most as well as reduce the chances that performance in strategic areas doesn’t get timely attention.

Strategic KPI Report Example

Here is an example of a Strategic KPI Report with metrics, multi-year targets and charts.

Strategic KPI Report Example

Strategic KPI Report Example

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: Boards and Executives.

Other Dashboard reports Often Used in Conjunction with Strategic KPI Reports

Progressive Financial Planning & Analysis (FP&A) Departments sometimes use several different Strategic KPI Reports, along with financial reports, operational 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

KPI Alert Report Example

What is a KPI Alert Report?

KPI Alert Reports are considered exception reports and are often used by Executives, accountants or department managers to detect problems or opportunities as indicated by the alerts. Some of the key functionality in this type of report is that it can be automatically run at any frequency and distributed by email as often as needed. KPI owners can also run the report on demand. The KPI page itself acts like a summary dashboard and the other tabs in the book provides reports with supporting detail. You find an example of this type of report below.

Purpose of KPI Alert Reports

Companies and organizations use KPI Alert Reports to ensure that management teams at any time are being notified if there is an issue or an opportuntiy as indicated by a KPI breaching a threshold. When used as part of good business practices in a Financial Planning & Analysis (FP&A) Department, a company can improve its speed to detect and resolve issues as well as reduce the chances that a problem is brewing without anyone noticing.

KPI Alert Report Example

Here is an example of a KPI Alert Report book with supporting detailed reports on the other tabs.

KPI Alert Report Example

KPI Alert 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: CFOs, Accountants and Department Managers.

Other Reports Often Used in Conjunction with KPI Alert Reports

Progressive Financial Planning & Analysis (FP&A) Departments sometimes use several different KPI Alert Reports, along with financial reports, operational 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

 

Top 10 KPI Report with 13 Month Rolling Trend Analysis Example

What is a Top 10 KPI Report with 13 Month Rolling Trend Analysis?

Top KPI trend reports are considered dashboards and are often used by CFOs and Executives to analyze trends and current statuses for the company’s most important key performance indicators (KPIs). Some of the key functionality in this type of report is that it the KPI page itself is very graphical with dynamic, rolling 13 month trend charts. Also, the current month is highlighted as a number in each chart. Maybe most useful is that this KPI dashboard is part of a complete report book with many other supporting reports that offers drill down into transactional detail. These can be seen in the example as additional tabs. You find an example of this type of report below.

Purpose of Top KPI Trend Reports

Companies and organizations use Top KPI Trend Reports to quickly see how each of their most important metrics are trending over the past 13 months. When used as part of good business practices in a Financial Planning & Analysis (FP&A) Department, a company can improve its ability to discover trends and drill down into the underlying reasons as well as reduce the chances that important exceptions or shifts in the business goes undetected.

Top KPI Trend Report Example

Here is an example of a report book with a Top 10 KPI dashboard with 13 month rolling trend charts and supplemental reports on the other tabs.

Top 10 KPI Report with 13 Month Rolling Trend Analysis Example

Top 10 KPI Report with 13 Month Rolling Trend 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: Executives and Analysts.

Other Reports Often Used in Conjunction with Top KPI Trend Reports

Progressive Financial Planning & Analysis (FP&A) Departments sometimes use several different Top KPI Trend Reports, along with financial reports, operational 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

Graphical Cash Flow Analysis Tool and Dashboard Report Example

What is a Graphical Cash Flow Analysis Tool and Dashboard Report?

Cash Flow Analysis tools are considered key corporate reports and are often used by CFOs and Analysts to monitor and predict liquidity. Some of the key functionality in this type of report is that it first (see tabs at bottom of image below) provides 13 months of trended profit & loss, balance sheet and cash flow data. Then this data is utilized to present the graphical flow chart that ultimately shows the company’s cash position and related trends. The percent metrics shows the year-over-year change for the current month. You find an example of this type of report below.

Purpose of Cash Flow Analytical Tools

Companies and organizations use Cash Flow Analytical Tools to easily detect trends both in the revenues, expenses and balance sheet items that drive cash flow, and the resulting cash position. When used as part of good business practices in a Financial Planning & Analysis (FP&A) Department, a company can improve its liquidity analysis as well as reduce the chances that the FP&A team discover issues with cash drivers after they already have become a problem.

Cash Flow Analytical Tool Example

Here is an example of a graphical Cash Flow Analysis tool with 13 month trended financial statements (see tabs at bottom of image).

Graphical Cash Flow Analysis Tool and Dashboard Report Example

Graphical Cash Flow Analysis Tool and Dashboard 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: CFOs, Analysts and Executives.

Other Reports Often Used in Conjunction with Cash Flow Analytical Tools

Progressive Financial Planning & Analysis (FP&A) Departments sometimes use several different Cash Flow Analytical Tools, along with dashboards, regular financial statements 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

Profit & Loss Variance Report Example

What is a Profit & Loss Variance Report?

Profit & Loss Variance Reports are considered a key component in month-end reporting packages and are often used by managers and executives to analyze revenues, expenses and profitability across the business. Some key functionality in this type of report provides monthly and year-to-date variances to both budget and last year’s actuals. Key metrics from the report, such as revenue, payroll and profit margin, are also displayed as charts on the top of the report. In the body of the report itself, users can right-click on any figure and drill down to GL or even sub-ledger detail. You will find an example of this type of report below.

Purpose of Profit & Loss Variance Reports

Companies and organizations use Profit & Loss Variance Reports to provide their managers with professional and easy-to-read financial analysis. When used as part of good business practices in a Finance & Accounting Department, a company can improve its ability to serve executives and line managers with easy-to-analyze reports, as well as, reduce the chance that important performance metrics are missed or misunderstood by non-financial staff members.

Profit & Loss Variance Report Example

Here is an example of a modern Profit & Loss Variance Report with KPIs displayed as charts.

Profit & Loss Variance Report Example

Profit & Loss 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: Board Members, the Executive Team, Controllers and, in some cases, department heads.

Other Reports Often Used in Conjunction with Profit & Loss Variance Reports

Progressive Finance & Accounting Departments sometimes use several different Profit & Loss Variance Reports, along with balance sheets, cash flow 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

Strategy and Goals Input Form

What is a Strategy and Goals Input Form?

Strategy and goals input forms are considered management tools and are used by executives to capture the company’s goals for strategic key performance indicators (KPIs). Some key functionality in this type of strategic input template will allow the company to capture metrics in a database for their most important goals. Later, it is then easy to pull these metrics into budgets, financial reports and dashboards. You will find an example of this type of strategic input template below.

Purpose of Strategy and Goals Templates

Companies and organizations use Strategy and Goals Templates to provide managers with continuous visibility to strategic metrics to help guide their tactics and decision-making. When used as part of good business practices in a Financial Planning & Analysis (FP&A) Department, a company can improve its strategic alignment as well as reduce the risk that managers lose focus on the big picture.

Strategy and Goals Template Example

Here is an example of a strategic goals input form for multiple future years and for both financial and statistical metrics.

Strategy and Goals Input Form

Strategy and Goals Input Form

You can find 100’s of additional examples here.

Who Uses This Type of Strategic Input Template?

The typical users of this type of strategic input template are: The Board of Directors and Executives.

Other Strategic Input Templates Often Used in Conjunction with Strategy and Goals Templates

Progressive Financial Planning & Analysis (FP&A) Departments use several different Strategy and Goals Templates, along with corporate planning presentations 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 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)

Corporate Performance Management (CPM) Technology Solutions and More Examples

 

Annual Budget KPI Report

What is an Annual Budget KPI Report?

Budget Key Performance Indicator (KPI) reports are considered management dashboards and are used by executives and budget managers to ensure that the annual budget is aligned with the strategic goals of the organization. Some of the key functionality in this type of report allows a user to compare budgets to multiple years of strategic goals for both financial and statistical KPIs. Exception highlighting helps focus attention to budget versus goal variances that require more attention. You will find an example of this type of report below.

Purpose of Budget KPI Reports

Companies and organizations use Budget KPI Reports to ensure that budgets are within their acceptable range of strategic goals. It also gives budget managers and executives a reality check that they are budgeting for appropriate resources in the most strategic areas. When used as part of good business practices in a Financial Planning & Analysis (FP&A) Department, a company can improve its chances of getting the final budget version approved by the board as well as reduce the risk of missing budget deadlines because of budget revisions required by executives.

Budget KPI Report Example

Here is an example of a Budget KPI report that compares the proposed budget with multiple years of strategic goals.

Annual Budget KPI Report

Annual Budget KPI Report

You can find 100’s of additional examples here.

Who Uses This Type of Report?

The typical users of this type of report are: The Board of Directors, Executives, CFO and the Budget Manager.

Other Reports Often Used in Conjunction with Budget KPI Reports

Progressive Financial Planning & Analysis (FP&A) Departments use several different Budget KPI Reports, along with the detailed annual budget package 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 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)

Corporate Performance Management (CPM) Technology Solutions and More Examples