Tag Archive for: KPIs

Workforce Planning

Evaluating Top SAAS Forecasting Software for Sage Intacct ERP: Key Functionality to Look For

As a progressive SaaS company using the Sage Intacct ERP, it's essential to have an accurate and reliable forecasting solution that integrates seamlessly with your ERP system. Third-party forecasting software can help you gain insights into…
Workforce Planning

Key Features to Look for in SaaS Forecasting Software for Dynamics 365 Business Central

As a progressive SAAS company, utilizing a reliable and efficient ERP system like Dynamics 365 Business Central (D365 BC) is essential to your success. To take your financial planning and analysis to the next level, you may also want to consider…
Workforce Planning

The Top 10 Features to Look for in SAAS Forecasting Software for Acumatica ERP

As a progressive SAAS company using Acumatica ERP, you know the importance of accurate and timely financial forecasting to drive strategic decisions. While Acumatica comes with built-in forecasting tools, third-party forecasting software can…
Workforce Planning

Maximizing the Power of Sage Intacct with Top Financial Reporting Software for SaaS Companies

For progressive SaaS companies utilizing Sage Intacct ERP, having top-notch financial reporting software is crucial to maintain a comprehensive view of the company's financial health. Integrating with Sage Intacct, third-party financial reporting…
Workforce Planning

Key Functionality SaaS Companies Should Look for in Financial Reporting Software for Dynamics 365 Business Central

A software-as-a-service (SaaS) company leveraging Dynamics 365 Business Central (D365 BC) as their Enterprise Resource Planning (ERP) solution needs a comprehensive financial reporting software to manage their finances and drive their organizational…
Workforce Planning

Evaluating Top Financial Reporting Software for SAAS Companies Using Acumatica

For a progressive SAAS company using Acumatica ERP solution, choosing the right third-party financial reporting software is crucial. A powerful financial reporting software can streamline the entire budgeting and reporting process, offer flexibility,…
Workforce Planning

Streamline Your SAAS Company’s Budgeting Process with Sage Intacct ERP and Leading Budgeting Software

As a progressive SAAS company using the Sage Intacct ERP solution, you know the importance of efficient budgeting to make informed business decisions. The right budgeting software can save you time, reduce errors, and give you accurate forecasts…
Workforce Planning

Key Features SaaS Companies Look for in a Budgeting Software Integrated with Dynamics 365 Business Central

Dynamics 365 Business Central (D365 BC) is a powerful ERP solution for small to medium-sized businesses. It provides a comprehensive suite of tools for financial management, inventory management, and supply chain management. However, when it…
Workforce Planning

Top Features to Look for in SAAS Budgeting Software for Acumatica ERP

When it comes to managing a company's financial resources, a budget is a critical tool for planning and forecasting. As a progressive SaaS company using the Acumatica ERP solution, it's important to evaluate top budgeting software solutions…
Example of an Executive Dashboard for Professional Services Companies

Executive Dashboard for Professional Services Companies

What is an Executive Dashboard for Professional Services Companies? Executive Dashboards are considered monitoring tools and are used by senior leaders as a self-service, real-time solution to review revenue and expense trends as well as…
Profit & Loss Report with Charts and Modern Layout Example

Profit & Loss Report with Charts and Modern Layout

What is a Profit & Loss Report with Charts and Modern Layout? Modern Profit & Loss Reports with KPIs are considered a new trend in user-friendly reports and are often used by executives and financial managers to analyze profitability,…
Workforce Planning

Will Personal KPIs Become A Part of Strategic Workforce Planning?

One of the most significant changes to businesses during COVID-19 has been  the large-scale work-from-home policies that almost all companies implemented. While some businesses may have partially or fully practiced this for a few years already,…
Workforce Planning

How to Customize Budgeting Reports: Part 2

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This article concludes the "Customize Budgeting Reports" series.   Corporate Examples KPI Exception Report With this report, executives don’t have to log in to a BI solution to actively monitor their most important metrics. Instead,…
Workforce Planning

The Most Efficient Reporting & Analysis Tools

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This article will highlight essential reporting and analysis features in Corporate Performance Management solutions. Reporting and analysis, previously a centralized activity for an executive audience, has become an increasingly democratic…
Workforce Planning

Best Corporate Performance Management Tools for Credit Unions

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This article will focus on how what you should be looking for in the Best Performance Management Tools for Credit Unions.   What is Corporate Performance Management?  According to the Harvard Business School, performance measurement focuses…
Workforce Planning

Top 8 Business Intelligence Acronyms

Have you ever started a new job in an industry you have no experience in? Learning the industry jargon can be overwhelming. I can personally attest to this because prior to working in the Business Intelligence (BI) and Corporate Performance…
Workforce Planning

Cloud-Based Enterprise Reporting for Banks

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This article will focus on the Cloud-Based Enterprise Reporting for Banks. What is Enterprise Reporting?  In the past, Business Intelligence (BI) was limited to the office of Finance and typically with a key focus on Financial, Planning &…
Workforce Planning

Easy Cloud-based Reporting for Banks

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  This article will focus on Easy Cloud-based Reporting for Banks. Have you ever wondered why Do It Yourself (DIY) shows are so popular? According to a Country Living article, "There's a before, during and after in one TV show—so, you…
Workforce Planning

Cloud-based BI Solutions for Banking

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This article will focus on Cloud-based Business Intelligence Solutions for Banking.   Why do I love my iPod Classic? – I got my 80GB iPod Classic around 2007.  I was able to load all 14,000 songs from my library onto it.  I created…
Workforce Planning

My Prediction: Convergence between Business Intelligence and Corporate Performance Management Vendors in the Mid-Market

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This article will focus on the demand for convergence of Business Intelligence and Corporate Performance Management tools and why this benefits mid-market companies. The latest release of the Gartner Magic Quadrant for Business Intelligence…
Workforce Planning

Top Cloud-based Financial Planning and Analysis Budget Tools for Banks

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This article will focus on the Top Cloud-based Financial Planning &Analysis (FP&A) Budget Tools for Banks. The way things used to be – When I first got into building a budget for a bank, we were using Lotus 1-2-3 spreadsheets…
Workforce Planning

Dashboards for Real Estate Companies Using Microsoft Dynamics GP

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Visualization has some beneficial side effects. Visualization improves your performance; helps reach your potential, increases focus, boosts confidence, and so much more. Think about professional athletes. For instance, everyone from tennis…
Workforce Planning

Cloud Reporting for Banks

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This article will focus on Cloud Reporting for Banks. Just what is Cloud Reporting? – TechTarget defines Cloud Analytics as a service model in which the reporting and analysis process are provided through a public or private cloud.…
Workforce Planning

Web-based Reporting for Banks

This article will focus on Web-based Reporting for Banks. Who cares about web-based reporting for banks? When we think about reporting for banks, we often think about accountants, controllers, and CFO’s.  According to The Wharton School,…
Workforce Planning
Workforce Planning

The Benefits of Dashboards in Your Month-end Financial Presentations

This article focuses on using dashboards in monthly financial presentations for stronger decision-making. Graphics are everywhere. They are literally everywhere we go, filling our kitchen pantries and even the clothes we wear. Red Crow Marketing…