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Example of a Ticket Sales by Seat Type Report for Sports Organizations and Venues

What is a Ticket Sales by Seat Type Report?

Ticket Sales by Seat Type Reports are considered revenue analysis tools and are used by sales and venue executives and ticket managers to analyze seat revenue metrics. Some of the main functionality in this type of report is that it shows stadium seat revenue parched up into key categories. The report starts with a summary of total revenue by seat category with variances versus prior year. Down the rows, it shows details by game grouped by pre-season, regular season and post season. Seat Types are dynamically listed across the columns. The background colors highlights high (green) and low (red) revenues. You find an example of this type of report below.

Purpose of Revenue by Seat Type Reports

Sports organizations and venues use Revenue by Seat Type Reports to easily monitor how each seat category is performing from a sales perspective. When used as part of good business practices in FP&A and Ticket departments, a company can improve its stadium seating and pricing strategies and increase revenues, and it can reduce the chances that managers don’t have the data needed to quickly react to unexpected seat revenue performance.

Example of a Revenue by Seat Type Report

Here is an example of a Revenue by Seat Type Report with detailed sales figures by game and season.

Example of a Ticket Sales by Seat Type Report for Sports Organizations and Venues

Example of a Ticket Sales by Seat Type Report for Sports Organizations and Venues

You can find hundreds of additional examples here

Who Uses This Type of Report?

The typical users of this type of report are: Executives, ticket managers, sales managers, venue managers.

Other Reports Often Used in Conjunction with Revenue by Seat Type Reports

Progressive FP&A and Ticket departments sometimes use several different Revenue by Seat Type Reports, along with detailed ticket by seat type reports, 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 a Sales by Product Report for a Distribution Company

What is a Sales by Product Report?

Product sales reports are considered sales analysis tools for items and product groups and are used by sales executives and analysts to review variances and trends by detailed product and class. Some of the main functionality in this type of report is that it is parameter-driven and the user can run it for any time period. Items are listed down the rows and they are grouped by item (product) class. The columns show sales for current month, same period last year and variances. Each of the year-to-date (YTD) columns can be expanded to see sales by individual month. The far right columns shows YTD actual versus plan (budget or forecast). The colored arrows act as easy to see indicators of positive and negative variances. At the bottom of the report the user can use the charts to analyze the same metrics as listed in the report section above. You find an example of this type of report below.

Purpose of Product Sales Reports

Distribution businesses use Product Sales Reports to track trends and variances in detailed product sales. When used as part of good business practices in Financial Planning & Analysis (FP&A), purchasing and sales departments, a company can improve its sales and product strategies, and it can reduce the chances that product outliers are not quickly detected in order to make timely decisions.

Product Sales Report Example

Here is an example of a Product Sales Report with item detail and trend analysis.

Example of a Sales by Product Report for a Distribution Company

Example of a Sales by Product Report for a Distribution Company

You can find hundreds of additional examples here

Who Uses This Type of Report?

The typical users of this type of report are: Sales executives, product managers, purchasing managers and analysts.

Other Reports Often Used in Conjunction with Product Sales Reports

Progressive Financial Planning & Analysis (FP&A), purchasing and sales departments sometimes use several different Product Sales Reports, along with  sales transaction reports, customer and territory sales reports, sales dashboards, sales forecasts, sales budgets, inventory 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 management systems or 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 by Customer Report for a Distribution Company

What is a Sales by Customer Report for a Distribution Company?

Customer sales reports with breakout by product group are considered critical revenue analysis tools and are used by sales executives and analysts to get a detailed picture of who is buying what and where, and how this has changed over time. Some of the main functionality in this type of report is that it is parameter-driven and the user can run it for any time period. Customers are listed down the rows and they are grouped into domestic and international categories. Major product groups are listed across the columns with each one containing actual monthly sales, sales for the same month in the prior year, variance % and variance amount. The colored arrows act as easy to see indicators of positive and negative variances. You find an example of this type of report below.

Purpose of Sales by Customer Reports

Distribution businesses use Sales by Customer Reports to easily detect year over year variances in how much- and which product types customers are buying. When used as part of good business practices in a Financial Planning & Analysis (FP&A) and sales department, a company can improve its go-to-market strategies, and it can reduce the chances that customer or product outliers are not quickly detected in order to make timely decisions.

Sales by Customer Report Example

Here is an example of a Customer Sales Report with product detail and variance analysis.

Example of a Sales by Customer Report for a Distribution Company

Example of a Sales by Customer Report for a Distribution Company

You can find hundreds of additional examples here

Who Uses This Type of Report?

The typical users of this type of report are: Sales executives, account managers, territory managers, product managers and analysts.

Other Reports Often Used in Conjunction with Sales by Customer Reports

Progressive Financial Planning & Analysis (FP&A) and sales departments sometimes use several different Sales by Customer Reports, along with  sales transaction reports, sales dashboards, sales forecasts, sales budgets, 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 a Sales Report by Product and Store for a Retail Company

What is a Sales Report by Product and Store?

Product and store sales reports are considered essential operational analysis tools and are used by sales and product category managers to compare performance by store and region. Some of the main functionality in this type of dashboard report is that it combines variance analysis with store benchmarking. The columns display major product categories and within each of these the user finds current month, same period last year and variances. The rows dynamically list the chosen regions and the store locations within each region. You find an example of this type of dashboard report below.

Purpose of Product and Store Sales Reports

Retail businesses use Product and Store Sales Reports to benchmark sales performance across stores and regions. When used as part of good business practices in retail operations, a company can improve its store and territory decisions as well as reduce the chances that to underperformers go undetected for longer periods of time.

Product and Store Sales Report Example

Here is an example of a Sales Report comparing stores and product categories.

Example of a Sales Report by Product and Store for a Retail Company

Example of a Sales Report by Product and Store for a Retail Company

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, store and regional managers, category managers.

Other Dashboard reports Often Used in Conjunction with Product and Store Sales Reports

Progressive retail operations departments sometimes use several different Product and Store Sales Reports, along with general sales forecasts and budgets, sales dashboards, KPI dashboards, consolidation reports and other management and control tools.

Where Does the Data for Analysis Originate From?

The Actual (historical transactions) data typically comes from management systems or 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

Equipment Maintenance Report Example for a Manufacturing Plant

What is a Equipment Maintenance Report ?

Equipment maintenance reports are considered operational analysis tools and are used by operations managers to review monthly hours spent maintaining equipment and to compare to the prior year. Some of the main functionality in this type of report is that it it lists months across the columns and equipment down the rows. For each equipment is displays the maintenance interval (hours), days remaining until service, maintenance type, and current and prior year maintenance hours. You find an example of this type of report below.

Purpose of Equipment Maintenance Reports

Manufacturers use Equipment Maintenance Reports to easily analyze effort (hours) to keep equipment in a plant running and see if there are any anomalies. When used as part of good business practices in a Production department, a company can improve its efficiency as well as reduce the chances that executives don’t have good visibility to whether production lines have unexpected downtime due to service issues.

Equipment Maintenance Report Example

Here is an example of an Equipment Maintenance Report showing monthly service hours and maintenance intervals for the equipment in a manufacturing plant.

Equipment Maintenance Report Example for a Manufacturing Plant

Equipment Maintenance Report Example for a Manufacturing Plant

You can find hundreds of additional examples here

Who Uses This Type of Report?

The typical users of this type of report are: Production managers, service personnel.

Other Reports Often Used in Conjunction with Equipment Maintenance Reports

Progressive Production departments sometimes use several different Equipment Maintenance Reports, along with Detailed service reports, service and operating expense budgets and other management and control tools.

Where Does the Data for Analysis Originate From?

The Actual (historical transactions) data typically comes from management systems or 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

Cash Flow Report Example with KPI Analysis

What is a Cash Flow Report with KPI Analysis?

Cash Flow variance reports are considered essential monthly financial analysis tools and are used by CFOs and analysts to review the items that drive their net cash flow. Some of the key functionality in this type of report is that it is parameter driven and it can be run for any period and business unit. The main metrics in the cash flow statement are also shown graphically on the top of the report, including: 1) Cash from operating activities, 2) Cash from investing activities, 3) Cash from financing activities. The yellow row below the charts provides an automatic narrative to simplify analysis. The lower section of the report shows a typical cash flow report layout, including black and red indicators for variances. You find an example of this type of report below.

Purpose of Cash Flow Variance Reports

Companies and organizations use Cash Flow Variance Reports to closely monitor the financial drivers of cash flow and variances from last year and budget. When used as part of good business practices in a Financial Planning & Analysis (FP&A) department, a company can improve its liquidity as well as reduce the chances that it runs into problems because cash flow issues are detected too late for preventative decision to be made.

Cash Flow Variance Report Example

Here is an example of a Cash Flow Variance Report with KPIs and automated narrative.

Cash Flow Report Example with KPI Analysis

Cash Flow Report Example with KPI Analysis

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 Variance Reports

Progressive Financial Planning & Analysis (FP&A) Departments sometimes use several different Cash Flow Variance Reports, along with trended cash flow statements, monthly Balance Sheets, KPI dashboards, trended P&Ls and cash flow 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

Trended Balance Sheet Example with KPIs

What is a Trended Balance Sheet with KPIs?

Trended Balance Sheet reports are considered month end analysis tools and are often used by CFOs and analysts to monitor and analyze anomalies and trends in assets and liabilities. Some of the key functionality in this type of report is that it dynamically displays each month up the the current period this year as well as the same months for the prior year. The charts on the top of the report speeds up analysis for key metrics like Current Assets, Fixed Assets, Current Liabilities, Other Liabilities and Equity. The rows in the report shows Account Categories and the user can expand each row to see individual GL accounts and their amounts. The yellow row below the charts is a customizable and automated narrative. You find an example of this type of report below.

Purpose of Trended Balance Sheet Reports

Companies and organizations use Trended Balance Sheet Reports to quickly detect changes over time and exceptions with assets or liabilities. When used as part of good business practices in a Financial Planning & Analysis (FP&A) department, a company can improve its decision speed as it relates to liquidity and other balance sheet metrics as well as reduce the chances that anomalies goes undetected for longer than necessary.

Trended Balance Sheet Report Example

Here is an example of a Trended Balance Sheet with KPIs and automated narrative.

Trended Balance Sheet Example with KPIs

Trended Balance Sheet Example with KPIs

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 Trended Balance Sheet Reports

Progressive Financial Planning & Analysis (FP&A) Departments sometimes use several different Trended Balance Sheet Reports, along with monthly Balance Sheet reports, KPI dashboards, trended P&Ls and cash flow 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

Modern Balance Sheet Variance Report Example with KPI Analysis

What is a Modern Balance Sheet Variance Report with KPIs?

Balance Sheet variance reports are considered month end analysis tools and are often used by CFOs and analysts to track key metrics and their variances. Some of the key functionality in this type of report is that it enhances analysis by providing a three section report: 1) Charts for Assets, Cash and Ratios, 2) Automated narrative, 3) Balance sheet report. The user can drill down to see transaction detail. The latter shows current month versus prior month and prior year with variances. You find an example of this type of report below.

Purpose of Balance Sheet Variance Reports with KPIs

Companies and organizations use Balance Sheet Variance Reports with KPIs to easily analyze changes in assets and liabilities. When used as part of good business practices in a Financial Planning & Analysis (FP&A) department, a company can improve its monthly analysis as well as reduce the chances that managers miss important exceptions or changes.

Balance Sheet Variance Reports with KPI Example

Here is an example of a Balance Sheet Variance Report with KPI Analysis.

Modern Balance Sheet Variance Report Example with KPI Analysis

Modern Balance Sheet Variance Report Example with KPI Analysis

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 Balance Sheet Variance Reports with KPIs

Progressive Financial Planning & Analysis (FP&A) Departments sometimes use several different Balance Sheet Variance Reports with KPIs, along with monthly Balance Sheet trend reports, KPI dashboards, trended P&Ls and cash flow 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

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. Key functionality in this type of report displays both financial and statistical metrics (many are not visible in the example below). The columns show a variety of data including actual year-to-date, 12 month’s rolling, budget, forecast and variances. You will 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 in 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 through 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 Balance Sheet with Prior Month and Last Year Comparisons Example

What is a Monthly Balance Sheet with Prior Month and Last Year Comparisons?

Monthly Balance Sheet reports are considered essential month-end financial statements and are used by CFOs and accountants to review key elements of the company’s assets and liabilities. Some functionality in this type of report is parameter driven and will populate the data and headers in three columns. You will find an example of this type of report below.

Purpose of Monthly Balance Sheets

Companies and organizations use Monthly Balance Sheets to easily track month-over-month performance of assets and liabilities. When used as part of good business practices in a Finance and Accounting Department, a company can improve its monthly reporting automation and fiscal control as well as reduce the chances that important changes goes undetected.

Monthly Balance Sheet Example

Here is an example of a Balance Sheet with current month, prior month and last year balances.

Monthly Balance Sheet with Prior Month and Last Year Comparisons Example

Monthly Balance Sheet with Prior Month and Last Year Comparisons 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, Controllers and Accountants.

Other Reports Often Used in Conjunction with Monthly Balance Sheets

Progressive Finance and Accounting Departments sometimes use several different Monthly Balance Sheets, along with monthly profit & loss, cash flow 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