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Retained Earnings Rate Calculation Report Example

What is a Retained Earnings Rate Calculation Report?

Retained Earnings Rate Reports are considered month end consolidation tools for multi-nationals and are used by Group Controllers to determine the average exchange rate for roll forward Retained Earnings. Some of the key functionality in this type of report is that it calculates the required currency translation rate for the Retained Earnings (RE) opening balance at the beginning of the new fiscal year. It lists all periods of the year down the rows for both RE adjustments and Net Income (NI). It starts with RE opening balances and ends with RE ending balance. Local and reporting currency is listed for each foreign subsidiary across the columns. Finally, the Weighted Average Exchange Rate is displayed in the upper right corner for each location. You find an example of this type of report below.

Purpose of Retained Earnings Rate Reports

Companies and organizations use Retained Earnings Rate Reports to automatically calculate the Average Exchange Rate for the Retained Earnings to carry forward. When used as part of good business practices in a Finance & Accounting Department, a company can improve its consolidation process as well as reduce the risk that financial reports are incorrect.

Retained Earnings Rate Report Example

Here is an example of a Retained Earnings Rate Calculation Report.

Retained Earnings Rate Calculation Report Example

Retained Earnings Rate Calculation 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: Group Controllers and Accountants.

Other Reports Often Used in Conjunction with Retained Earnings Rate Reports

Progressive Finance & Accounting Departments sometimes use several different Retained Earnings Rate Reports, along with balance sheet and 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

Profit & Loss with Currency Analysis Example

What is a Profit & Loss with Currency Analysis?

Profit & Loss Currency Reports are considered multi-national analysis tools and are used by CFOs and Group Managers to analyze financial results for a subsidiary reporting in a foreign currency. Some of the key functionality in this type of report is that it displays local (functional) and reporting currency amounts side by side. The columns include both monthly and Year-to-Date figures. You find an example of this type of report below.

Purpose of Profit & Loss Currency Analysis Reports

Companies and organizations use Profit & Loss Currency Analysis Reports to enable managers from Corporate HQ to easier discuss financial results with their foreign subsidiaries. When used as part of good business practices in a Finance & Accounting Department, a company can improve its analysis of international locations as well as reduce the risk that oversights occur while reviewing results from foreign offices.

Profit & Loss Currency Analysis Report Example

Here is an example of a Profit & Loss Currency Analysis report.

Profit & Loss with Currency Analysis Example

Profit & Loss with Currency 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: CFOs and Group Managers.

Other Reports Often Used in Conjunction with Profit & Loss Currency Analysis Reports

Progressive Finance & Accounting Departments sometimes use several different Profit & Loss Currency Analysis 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

Profit & Loss with Exchange Rate Analysis Report Example

What is a Profit & Loss Report with Exchange Rate Analysis?

Profit & Loss Currency Reports are considered month end consolidation tools and are used by CFOs and Group Managers to determine the impact of actual versus budget exchange rates on results. Some of the key functionality in this type of financial report is that it automatically re-calculates the Budget to use the same rate as the Actual data. Managers can directly compare the regular budget variance (at the budget rate) with the recalculated budget (at the actual rate). Managers can then see how much of their actual to budget variance was purely because of differences in exchange rates and how much was actually due to the company’s performance. You find an example of this type of financial report below.

Purpose of Profit & Loss Currency Analysis Reports

Companies and organizations use Profit & Loss Currency Analysis Reports to easily determine true subsidiary performance versus good (or bad) luck with actual versus budget exchange rates. When used as part of good business practices in a Finance & Accounting Department, a company can improve its ability to see true performance issues versus results caused by external forces such as exchange rates as well as reduce the risk that important problems go undetected.

Profit & Loss Currency Analysis Report Example

Here is an example of a Profit & Loss Currency Analysis report.

Profit & Loss with Exchange Rate Analysis Report Example

Profit & Loss with Exchange Rate Analysis Report Example

You can find hundreds of additional examples here

Who Uses This Type of Financial report?

The typical users of this type of financial report are: CFOs and Group Managers.

Other Financial Reports Often Used in Conjunction with Profit & Loss Currency Analysis Reports

Progressive Finance & Accounting Departments sometimes use several different Profit & Loss Currency Analysis 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

Trial Balance with Currency Analysis Example

What is a Trial Balance with Currency Analysis?

Trial Balance Currency Reports are considered month end control tools and are used by Group Controllers to see subsidiary balances before and after currency conversion. Some of the key functionality in this type of trial balance report is that it displays local (functional) and reporting currency amounts side by side. The report also displays currency translation adjustment (CTA) due to differences in month end average vs month end closing exchange rates. You find an example of this type of trial balance report below.

Purpose of Trial Balance Currency Reports

Companies and organizations use Trial Balance Currency Reports to make it easy for their accounting staff to review subsidiary trial balance data being reported in a foreign currency. When used as part of good business practices in a Finance & Accounting Department, a company can improve its month-end consolidation process as well as reduce the risk that there are errors or exchange rate issues in data reported from foreign subsidiaries.

Trial Balance Currency Report Example

Here is an example of a Trial Balance Currency Analysis report.

Trial Balance with Currency Analysis Example

Trial Balance with Currency Analysis Example

You can find hundreds of additional examples here

Who Uses This Type of Trial Balance Report?

The typical users of this type of trial balance report are: Controllers and Accountants.

Other Trial balance reports Often Used in Conjunction with Trial Balance Currency Reports

Progressive Finance & Accounting Departments sometimes use several different Trial Balance Currency Reports, along with profit & loss, balance sheet 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, 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

Intercompany Matching Report Example

What is a Intercompany Matching Report?

Intercompany Matching reports are considered important month-end close tools for multi-company enterprises and are used by Group Controllers to find and match transactions between subsidiaries. Some of the key functionality in this type of consolidation report is that it automatically finds and displays due-to and due-from transactions. The matching transactions from each company are displayed on the same row and the variance column makes it easy for the controller to see if there is a perfect match or not. You find an example of this type of consolidation report below.

Purpose of Intercompany Matching Reports

Companies and organizations use Intercompany Matching Reports to save time and effort in the month-end close process. The more subsidiaries and internal transactions there are, the more important this type of report is to the accounting team. When used as part of good business practices in a Finance & Accounting Department, a company can improve its month-end consolidation process and speed as well as reduce the risk that there are mistakes that causes erroneous financial statements.

Intercompany Matching Report Example

Here is an example of an Intercompany Report that automatically matches sales, purchases, payables and receivables.

Intercompany Matching Report Example

Intercompany Matching Report Example

You can find hundreds of additional examples here

Who Uses This Type of Consolidation report?

The typical users of this type of consolidation report are: Controllers and Accountants.

Other Consolidation reports Often Used in Conjunction with Intercompany Matching Reports

Progressive Finance & Accounting Departments sometimes use several different Intercompany Matching Reports, along with consolidated profit & loss, balance sheet and 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, 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

Consolidating Trial Balance Example

What is a Consolidating Trial Balance?

Consolidating Trial Balance Reports are considered essential control tools and are used by Group Controllers to ensure that the financial transactions supplied from subsidiaries are in balance. Some of the key functionality in this type of consolidation report is that it lists all financial accounts down the rows with a total that should be zero if everything is correct. Each subsidiary is listed in the columns along with a grand total. The report can be run by each division for their own sub-consolidation as well as for the corporate HQ for its divisions. Drill-down is important so that the controller easily can explore underlying transactions when needed. You find an example of this type of consolidation report below.

Purpose of Consolidating Trial Balance Reports

Companies and organizations use Consolidating Trial Balance Reports to ensure that all subsidiary data are in balance before the rest of the consolidation process continues. When used as part of good business practices in a Finance & Accounting Department, a company can improve its ability to catch problems and improve the closing process as well as reduce the risk that out-of-balance subsidiary data slows down the time to deliver consolidated financials.

Consolidating Trial Balance Report Example

Here is an example of a Consolidating Trial Balance report.

Consolidating Trial Balance Example

Consolidating Trial Balance Example

You can find hundreds of additional examples here

Who Uses This Type of Consolidation report?

The typical users of this type of consolidation report are: Controllers and Accountants.

Other Consolidation reports Often Used in Conjunction with Consolidating Trial Balance Reports

Progressive Finance & Accounting Departments sometimes use several different Consolidating Trial Balance Reports, along with intercompany reports, profit & loss, balance sheet 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, 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 Profit & Loss Forecast Report Example

What is a Monthly Profit & Loss Forecast Report?

Profit & Loss Forecasts are considered one of the most popular type of planning models and are used by CFOs and planning managers to help plan any activity that will be driven by revenues, expenses and profitability. Some of the key functionality in this type of forecast template is that it provides a month by month view of revenues and expenses at a GL account level. In the columns it automatically pulls actual figures year-to-date and then displays forecast for the remaining months. This P&L forecast is typically linked to the Balance Sheet and together these two templates feed the Cash Flow Forecast. You find an example of this type of forecast template below.

Purpose of Profit & Loss Forecast Models

Companies and organizations use Profit & Loss Forecast Models to provide executives and managers with a dynamic planning tool that speeds up and improves decisions related to revenues, expenses and profitability. When used as part of good business practices in a Financial Planning & Analysis (FP&A) and Accounting Department, a company can improve its strategic and operating decisions as well as reduce the risk that lack of profitability and related overspending occur.

Profit & Loss Forecast Model Example

Here is an example of a Monthly Profit & Loss Forecast Report with actual data year-to-date and forecast for the rest of the year.

Monthly Profit & Loss Forecast Report Example

Monthly Profit & Loss Forecast Report Example

You can find hundreds of additional examples here

Who Uses This Type of Forecast template?

The typical users of this type of forecast template are: CFOS, Controllers and Planning Managers.

Other Forecast templates Often Used in Conjunction with Profit & Loss Forecast Models

Progressive Financial Planning & Analysis (FP&A) and Accounting Departments sometimes use several different Profit & Loss Forecast Models, along with balance sheet 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, 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 Forecast Report Example

What is a Monthly Balance Sheet Forecast Report?

Balance Sheet Forecasts are considered key planning tools and are used by CFOs and planning managers to estimate liability and asset components as well as to drive the cash flow forecast. Some of the key functionality in this type of forecast template is that it pulls Net Income and Accumulated Depreciation data from the Profit & Loss forecast and it feeds the Cash Flow forecast. It displays monthly historical data up to the current period and forecast data for the remaining months of the year. Part of the logic is an estimate of the timing for Receivables and Payables. The monthly detail provides managers with insights such as important upward and downward trends. You find an example of this type of forecast template below.

Purpose of Balance Sheet Forecast Models

Companies and organizations use Balance Sheet Forecast Models to drive the Cash Flow forecast and to help managers make timely decisions based on the resulting insights. When used as part of good business practices in a Financial Planning & Analysis (FP&A) and Accounting Department, a company can improve its decisions related to assets, liabilities and cash flow as well as reduce the risk that it cannot meet its financial obligations.

Balance Sheet Forecast Model Example

Here is an example of a Monthly Balance Sheet Forecast Report with actual data year-to-date and forecast for the rest of the year.

Monthly Balance Sheet Forecast Report Example

Monthly Balance Sheet Forecast Report Example

You can find hundreds of additional examples here

Who Uses This Type of Forecast template?

The typical users of this type of forecast template are: CFOS, Controllers and Planning Managers.

Other Forecast templates Often Used in Conjunction with Balance Sheet Forecast Models

Progressive Financial Planning & Analysis (FP&A) and Accounting Departments sometimes use several different Balance Sheet Forecast Models, along with profit & loss 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, 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 Cash Flow Forecast Model Example

What is a Monthly Cash Flow Forecast Model?

Cash Flow Forecast Models are considered essential planning tools and are used by CFOs and planning managers to ensure that its sources and uses of funds provides the necessary liquidity for the coming months’ operations. Some of the key functionality in this type of forecast template is that it pulls data from Profit & Loss and Balance Sheet accounts and displays monthly historical data YTD and forecast for the remaining periods of the year. Part of the logic from underlying asset and liability accounts is a prediction of the timing for Receivables and Payables. The monthly detail provides managers with insights such as upward and downward trends in the cash flow. You find an example of this type of forecast template below.

Purpose of Cash Flow Forecast Models

Companies and organizations use Cash Flow Forecast Models to ensure that the business has the cash required to fund its planned activities for the months ahead. 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 risk that it runs into cash flow issues.

Cash Flow Forecast Model Example

Here is an example of a Monthly Cash Flow Forecast Report with actual data year-to-date and forecast for the rest of the year.

Monthly Cash Flow Forecast Model Example

Monthly Cash Flow Forecast Model Example

You can find hundreds of additional examples here

Who Uses This Type of Forecast template?

The typical users of this type of forecast template are: CFOs and Executives.

Other Forecast templates Often Used in Conjunction with Cash Flow Forecast Models

Progressive Financial Planning & Analysis (FP&A) Departments sometimes use several different Cash Flow Forecast Models, along with profit & loss and balance sheet 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, 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

Personnel Headcount Budget Report Example

What is a Personnel Headcount Budget Report?

Personnel Headcount Budget Reports are considered workforce planning tools and are used by budget managers and department heads to plan full time equivalent (FTE) staff levels for the coming year. Some of the key functionality in this type of personnel budget report is that it integrates with the payroll budget to automatically derive monthly headcount per department. Rows can be expanded to see each employee by department. At the bottom, the report summarizes total Filled and Open positions and grand total headcount. You find an example of this type of personnel budget report below.

Purpose of Personnel Headcount Budget Reports

Companies and organizations use Personnel Headcount Budget Reports to plan for salary and headcount activities. When used as part of good business practices in a Financial Planning & Analysis (FP&A) and HR Department, a company can improve its workforce-related expenses as well as reduce the risk that staffing levels does not match its business plans for the coming year.

Personnel Headcount Budget Report Example

Here is an example of a Personnel Headcount Budget Report.

Personnel Headcount Budget Report Example

Personnel Headcount Budget Report Example

You can find hundreds of additional examples here

Who Uses This Type of Personnel budget report?

The typical users of this type of personnel budget report are: HR, Budget Managers and Department Heads.

Other Personnel budget reports Often Used in Conjunction with Personnel Headcount Budget Reports

Progressive Financial Planning & Analysis (FP&A) and HR Departments sometimes use several different Personnel Headcount Budget Reports, along with payroll reports, dashboards, workforce simulations 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, 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