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Example of a Sales Dashboard for Pharmaceutical Companies

What is a Sales Dashboard for Pharmaceutical Companies?

Sales Dashboards are considered revenue analysis tools and are used by sales managers and executives to compare sales performance and monitor monthly trends. Some of the main functionality in this type of report is that it provides analysis from eight different perspectives, including: 1) Products rankes by Net Sales and compared to Gross Sales, 2) Monthly trend for Net Sales and Gross Sales, 3) Sales compared by channel, 4) Reach by product, 5) Gross Sales and Net Sales by business unit, 6) Monthly trend in Gross Sales, 7) Product ranked by units sold, and 8) Samples given by product. You find an example of this type of report below.

Purpose of Sales Dashboards

Pharmaceutical companies use Sales Dashboards to provide sales leaders with an easy way to track product performance. When used as part of good business practices in sales and Financial Planning & Analysis (FP&A) departments, a company can improve its revenue strategies and it can reduce the chances that managers react slow to sales issues because of lack of information.

Example of a Sales Dashboard

Here is an example of a Sales Dashboard with comparisons and monthly trends.

Example of a Sales Dashboard for Pharmaceutical Companies

Example of a Sales Dashboard for Pharmaceutical Companies

You can find hundreds of additional examples here

Who Uses This Type of Report?

The typical users of this type of report are: Executives, Sales Leaders.

Other Reports Often Used in Conjunction with Sales Dashboards

Progressive sales and Financial Planning & Analysis (FP&A) departments sometimes use several different Sales Dashboards, along with sales forecasts, annual budgets, detailed sales reports, profit & loss 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 an Executive Dashboard for Pharma Companies

What is an Executive Dashboard?

Executive Dashboards are considered decision support tools and are used by leaders to monitor corporate KPIs. Some of the main functionality in this type of dashboard is that it provides analysis from five different perspectives, including: 1) Top sales producers with ranked gross sales and net sales, 2) Top sales channels, 3) Products ranked by volume, 4) Top payers ranked by net sales, 5) Monthly trend gross sales and net sales. You find an example of this type of dashboard below.

Purpose of Executive Dashboards

Pharmaceutical companies use Executive Dashboards to give senior leaders an easy way to watch performance and trends in core business areas. When used as part of good business practices in Executive departments, a company can improve its strategic decisions, and it can reduce the chances that discussions and related execution are slowed down by lack of available data.

Example of an Executive Dashboard

Here is an example of an Executive Dashboard with KPI rankings and monthly sales trends.

Example of an Executive Dashboard for Pharma Companies

Example of an Executive Dashboard for Pharma 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, COOs, CFO’s, board members.

Other Reports Often Used in Conjunction with Executive Dashboards

Progressive Executive departments sometimes use several different Executive Dashboards, along with financial statements, annual budgets, 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 KPI Benchmark Report for Public Sector Organizations

What is a KPI Benchmark Report?

KPI Benchmark Reports and Dashboards are considered strategic decision-support tools and are used by Executives and Planners to analyze how their institution is performing compared to other similar public sector organizations. Some of the main functionality in this type of comparative report is that it can include any type of benchmark metric for any number of years. In the example below there are four benchmark KPIs: 1) Annual trend in property rates compared to the benchmark average, 2) Current year property rate compared to selected other governments, 3) Per capita income to debt annual trend compared to the benchmark average, and 4) Per capita income to debt compared to selected governments. Any other publicly available information can be used as KPIs in this benchmark report. You find an example of this type of comparative report below.

Purpose of KPI Benchmark Reports

Public Sector organizations use KPI Benchmark Reports to assist leaders in aligning strategic goals with comparative government organizations. When used as part of good business practices in Planning and Executive departments, a government entity can improve its accuracy when setting budget targets and multi-year goals, and it can reduce the chances that time and investments are wasted on initiatives to achieve unrealistic or under-stated goals.

Example of a KPI Benchmark Report

Here is an example of a KPI Benchmark Report with examples of metrics compared to other state and local government organizations and averages.

Example of a KPI Benchmark Report for Public Sector Organizations

Example of a KPI Benchmark Report for Public Sector Organizations

You can find hundreds of additional examples here

Who Uses This Type of Comparative report?

The typical users of this type of comparative report are: Executives, strategic planners, budget officers.

Other Reports Often Used in Conjunction with KPI Benchmark Reports

Progressive Planning and Executive departments sometimes use several different KPI Benchmark Reports, along with strategic plans, financial budget dashboards, strategic plans, annual budgets, government 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 Budgeting Benchmark Dashboard for Public Sector Organizations

What is a Budgeting Benchmark Dashboard?

Budgeting Benchmark Dashboards and Reports are considered strategic planning tools and are used by Executives and Planners to analyze how their institution is performing compared to other similar public sector organizations. Some of the main functionality in this type of comparative report is that it can include any type of benchmark metric for any number of future or historical years. In the example below there are five benchmark KPIs: 1) FTEs compared to other similar entities as well as the average, 2) FTEs in a particular department such a Public Safety compared with the benchmark, 3) FTEs in a Culture and Recreation department compared to the benchmark, 4) Total FTEs for the current year compared to similar entities and the average, and (not visible in the screenshot) 5) Population ten year trend compared to the benchmark average. You find an example of this type of comparative report below.

Purpose of Budget Benchmark Dashboards

Public Sector organizations use Budget Benchmark Dashboards to assist leaders in aligning strategic goals with comparative government organizations. When used as part of good business practices in Planning and Executive departments, a government entity can improve its accuracy when setting budget targets and multi-year goals, and it can reduce the chances that time and investments are wasted on initiatives to achieve unrealistic or that have under-stated goals.

Example of a Budget Benchmark Dashboard

Here is an example of a Budget Benchmark Dashboard with examples of metrics compared to other organizations and averages.

Example of a Budgeting Benchmark Dashboard for Public Sector Organizations

Example of a Budgeting Benchmark Dashboard for Public Sector Organizations

You can find hundreds of additional examples here

Who Uses This Type of Comparative report?

The typical users of this type of comparative report are: Executives, strategic planners, budget officers.

Other Reports Often Used in Conjunction with Budget Benchmark Dashboards

Progressive Planning and Executive departments sometimes use several different Budget Benchmark Dashboards, along with strategic plans, financial budget dashboards, annual budgets, government KPI dashboards and other management and control tools.

Where Does the Data for Analysis Originate From?

The Actual (historical transactions) data typically comes from government scorecards and professional budgeting and planning tools. Sometimes these types of metrics are also entered through the organization’s 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 Real Estate Companies

What is an Executive Dashboard for Real Estate Companies?

Executive dashboards are considered decision-support tools and are used by real estate leaders to analyze trends and budget variances for key corporate metrics. Some of the main functionality in this type of KPI report is that it provides eight different analytical perspectives, including: 1) Monthly sales trend with actual and budget comparison, 2) Comparison by status (e.g. cancelled, completed, construction, pre-sales) for real estate projects, 3) Top projects based on months of stock, 4) Available units by state/region, 5) Current year versus prior year sales with actual and budget comparison, 6) Monthly trend in sold units, 7) Top projects ranked by average speed, and 8) Top real estate agents ranked by sales. You find an example of this type of dashboard report below.

Purpose of Executive Dashboards

Real Estate companies use Executive Dashboards to enable easy anywhere, anytime analysis of top real estate metrics. When used as part of good business practices in Executive and Financial Planning and Analysis (FP&A) departments, a company can improve its strategic decisions and financial results, and it can reduce the chances that important tactics are delayed due to lack of real time reporting.

Example of an Executive Dashboard

Here is an example of an Executive Dashboard with monthly trends and actual to budget variances for various real estate KPIs.

Example of an Executive Dashboard for Real Estate Companies

Example of an Executive Dashboard for Real Estate Companies

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, project planners, financial analysts, budget managers.

Other Reports Often Used in Conjunction with Executive Dashboards

Progressive Executive and Financial Planning and Analysis (FP&A) departments sometimes use several different Executive Dashboards, along with budget and forecast models, sales reports, sales dashboards, profit & loss reports, balance sheets, cash flow statements, KPI dashboards, financial 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 Stadium Revenue Report for Sports Venues

What is a Stadium Revenue Report?

Stadium Revenue Reports are considered sales analysis tools and are used by venue and retail managers to analyze revenues from tickets, food and retail outlets in a sports venue. Some of the main functionality in this type of report is that it displays an easy to understand map of the stadium with hyperlinks to each revenue-generating location. The hyperlinks goes to a second page (not visible in the image below) which contains data like: Ticket sales by seat location, Food & beverage sales by restaurant/outlet (with detailed sales by F&B category), and # of individuals entering each gate. You find an example of this type of report below.

Purpose of Stadium Revenue Reports

Venue Owners use Stadium Revenue Reports to give managers an easy way to analyze the different revenue sources located in the venue. When used as part of good business practices by venue managers and FP&A departments, a stadium owner can improve its revenues and optimize decisions related to venue restaurants and retail locations, and it can reduce the chances that sales are sub-optimized due to lack of insight to location and vendor/outlet performance.

Example of a Stadium Revenue Report

Here is an example of a Stadium Revenue Report with venue map and drill down to underlying revenue data.

Example of a Stadium Revenue Report for Sports Venues

Example of a Stadium Revenue Report for Sports Venues

You can find hundreds of additional examples here

Who Uses This Type of Report?

The typical users of this type of report are: Venue managers, retail managers, CFOs.

Other Reports Often Used in Conjunction with Stadium Revenue Reports

Progressive venue managers and FP&A departments sometimes use several different Stadium Revenue Reports, along with profit & loss reports, sales dashboards, KPI reports, annual budgets and forecasts 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 Professional Sports Organizations

What is an Executive Dashboard?

Executive financial dashboards are considered decision-support tools and are used by leaders to analyze revenue and expense trends and budget variances. Some of the main functionality in this type of report is that it provides graphical analysis with both trends and budget comparisons. The dashboard includes: 1) Actual and budget figures for revenue accounts, 2) Top 5 expense items with budget comparison, 3) Major revenue streams, 4) Total actual and budget monthly revenue trend, 5) Monthly expense trend, and 6) Top 10 budgeted player contract amounts. You find an example of this type of report below.

Purpose of Executive Dashboards

Sports organizations use Executive Dashboards to monitor financial performance of the organization. When used as part of good business practices in executive and FP&A departments, an organization can improve its decision-making quality and speed, and it can reduce the chances that strategic initiatives are not aligned with financial trends.

Example of an Executive Dashboard

Here is an example of an Executive Dashboard Report with budget variances and trend analysis.

Example of an Executive Dashboard for Professional Sports Organizations

Example of an Executive Dashboard for Professional Sports Organizations

You can find hundreds of additional examples here

Who Uses This Type of Report?

The typical users of this type of report are: CEOs, COOs, CFOs, managers.

Other Reports Often Used in Conjunction with Executive Dashboards

Progressive executive and FP&A departments sometimes use several different Executive Dashboards, along with profit & loss reports, balance sheets, cash flow statements, flash reports, KPI reports, annual budgets and forecasts 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 Helpdesk Trend Report for a Technology Company

What is a Helpdesk Support Trend Report?

Support type trend reports are considered helpdesk analysis tools and are used by support managers to review monthly metrics in case volume. Some of the main functionality in this type of report is that it dynamically displays monthly case statistics up to the current period. The report shows a trend chart on the top, and then summary statistics for the following support types: 1) Remote support, 2) Technical support, and 3) Telephone support. The detailed rows show the same call type metrics but by helpdesk location. You find an example of this type of report below.

Purpose of Support Type Trend Reports

Technology companies use Support Type Trend Reports to easily analyze monthly trends in support case volume. When used as part of good business practices in helpdesk departments, a company can improve its support processes and automation strategies, and it can reduce the chances that managers don’t have the right information they need for resource planning and cost control.

Example of a Support Type Trend Report

Here is an example of a Support Type Trend Report with monthly statistical metrics.

Example of a Helpdesk Trend Report for a Technology Company

Example of a Helpdesk Trend Report for a Technology Company

You can find hundreds of additional examples here

Who Uses This Type of Report?

The typical users of this type of report are: Helpdesk managers, COOs, support team leads.

Other Reports Often Used in Conjunction with Support Type Trend Reports

Progressive helpdesk departments sometimes use several different Support Type Trend Reports, along with helpdesk dashboards, support ticket reports 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 Helpdesk Service Level Report for a Technology Company

What is a Helpdesk Service Level Report?

Service level reports are considered operational analysis tools and are used by helpdesk managers and COOs to analyze aggregate and detailed call metrics. Some of the main functionality in this type of report is that it shows total KPIs as well as detailed metrics down to the agent, location and company. Response times are automatically color codes in red, yellow and green. The KPIs include: Total incoming calls, Total calls answered within 30 seconds, Total calls answered after 30 seconds, % calls answered in 30 seconds.  The detailed metrics cover the same figures as the KPIs but at a granular level and with sub-totals. You find an example of this type of report below.

Purpose of Service Level Reports

Technology companies use Service Level Reports to give helpdesk managers an easy way to monitor the performance of their teams. When used as part of good business practices in helpdesk departments, a company can improve its helpdesk processes and related customer satisfaction, and it can reduce the chances that outliers and trends are missed in monthly analysis.

Example of a Service Level Report

Here is an example of a Helpdesk Call Performance Report for a technology company.

Example of a Helpdesk Service Level Report for a Technology Company

Example of a Helpdesk Service Level Report for a Technology Company

You can find hundreds of additional examples here

Who Uses This Type of Report?

The typical users of this type of report are: Helpdesk managers, COOs, support team leads.

Other Reports Often Used in Conjunction with Service Level Reports

Progressive helpdesk departments sometimes use several different Service Level Reports, along with helpdesk dashboards, support ticket reports and other management and control tools.

Where Does the Data for Analysis Originate From?

The Actual (historical transactions) data typically comes from support 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 Securities Dashboard for Banks

What is a Securities Dashboard for Banks?

Securities Dashboards are considered financial instrument analysis tools and are used by executives and financial managers to analyze key metrics for the bank’s financial instruments. Some of the main functionality in this type of dashboard is that it track performance metrics from three different perspectives, including: 1) Tree map showing market value for the banks securities, 2) Ranked comparisons of book value and yield per financial instrument, and 3) Ranked comparisons of book value and yield per instrument. You find an example of this type of dashboard below.

Purpose of Securities Dashboards

Banks use Securities Dashboards to give leaders and analysts a single screen to quickly see values and yields related to their financial instruments. When used as part of good business practices in Financial Planning & Analysis (FP&A) departments, a company can improve its decision-making and increase profitability, and it can reduce the chances that leaders miss important trends and KPI statuses.

Example of a Securities Dashboard

Here is an example of a Securities Dashboard with KPIs for market values, book values and yields.

Example of a Securities Dashboard for Banks

Example of a Securities Dashboard for Banks

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, analysts, securities managers, investment managers.

Other Reports Often Used in Conjunction with Securities Dashboards

Progressive Financial Planning & Analysis (FP&A) departments sometimes use several different Securities Dashboards, along with detailed securities dashboards, securities reports, investment reports, financial statements, forecasts and other management and control tools.

Where Does the Data for Analysis Originate From?

The Actual (historical transactions) data typically comes from financial investment 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