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Example of an Opening Balance Roll Forward Balance Sheet Report to Streamline the Year-end Close Process

How can Reconciliation Reports Drive Faster and Better Decisions?

As Controllers increasingly become key innovators in the Month-end and Year-end Close Processes, they must rely on modern self-service corporate performance management (CPM) and business intelligence (BI) tools. Using interactive Reconciliation Reports like the Opening Balance Roll Forward Balance Sheet Report template shown below enables them and users from the accounting and FP&A teams to experience near real time balance checks and controls that help drive faster and better closes.

Who uses Opening Balance Roll Forward Balance Sheet Reports and What are Some Key Analytical Features?

In today’s fast-paced business environment, Controllers are under high pressure to supply end users like accountants and reporting managers with timely and concise Reconciliation Reports. Companies use key features like the ones below to support their users with effective analysis that helps drive more accurate data and a quicker close:

  • Columns for Prior Year Actual, Prior Year Opening Balance (OBA), Prior Year OBA + Current Period Actual, and Current Year OBA
  • Calculated column that automatically shows if there is any Difference in Prior Year OBA + Actual balances versus Current Year OBA
  • Grand total that summarizes all potential differences

The Opening Balance Roll Forward Balance Sheet Report template can be used as a key element of the Year-end Close process:

Example of an Opening Balance Roll Forward Balance Sheet Report to Streamline the Year-end Close Process

The Opening Balance Roll Forward Balance Sheet Report is a ready-to-use Reconciliation Report from the Solver Marketplace.

A Brief Description of the Opening Balance Roll Forward Balance Sheet Report Template

Reconciliation Reports like the one seen in the image above are interactive and parameter driven and typically contain sections with. One of the important features that aid the user in the analysis process is to use this template along with an Opening Balance Roll Forward P&L report to verify the retained earnings on the balance sheet. Opening Balance Roll Forward Balance Sheet Reports are often used in conjunction with inter-company reconciliation reports, GL to AR/AP matching reports, trial balances, profit & loss variance reports, balance sheets, and cash flow statements.

Data Integration to Transaction Systems

Most organizations these days want automated and streamlined planning, reporting and analysis. However, many of the benefits described earlier rely on best of breed Corporate Performance Management (CPM) tools and/or Business Intelligence (BI) capabilities as well as data marts or data warehouses that use pre-built integrations to the organization’s ERP system. Oftentimes, they also need integrations to other key data sources like CRM, subscription systems, payroll tools, etc.

Modern, cloud-based ERPs like Microsoft Dynamics 365 Finance (D365 Finance), Microsoft Dynamics 365 Business Central (D365 BC), Sage Intacct, Acumatica, Netsuite and SAP have robust APIs which allow for dynamic integrations to CPM and BI tools that are fully automated and flexible to run on a schedule or on-demand.

Additional Resources to Aid with Research of Templates, CPM and BI Tools

Example of an 8 Quarter Rolling Profit & Loss Report to Streamline the Monthly Reporting Process

How can Trended Financial Statements Drive Faster and Better Decisions?

As CFOs increasingly become key advisors in the Monthly Reporting Process, they must rely on modern self-service corporate performance management (CPM) and business intelligence (BI) tools. Using interactive Financial Statements like the 8 Quarter Rolling Profit & Loss Report template shown below enables them and users from the executive teams to experience near real time quarterly P&L trend analysis that help drive faster and better decisions.

Who uses 8 Quarter Rolling Profit & Loss Reports and What are Some Key Analytical Features?

In today’s fast-paced business environment, CFOs are under high pressure to supply end users like board members and executive leaders with timely and concise Financial Statements. Companies use key features like the ones below to support their users with effective analysis that helps drive faster and smarter decisions:

  • Rolling quarterly columns that dynamically display the past 7 quarters as well as quarter-to-date (QTD) data for the most current periods
  • Parameter-driven execution where the user can select year/period and company
  • Automated row-layout based on account categories

The 8 Quarter Rolling Profit & Loss Report template can be used as a key element of the Monthly Reporting process:

Example of an 8 Quarter Rolling Profit & Loss Report to Streamline the Monthly Reporting Process

Example of an 8 Quarter Rolling Profit & Loss Report to Streamline the Monthly Reporting Process

The 8 Quarter Rolling Profit & Loss Report is a ready-to-use Financial Statement from the Solver Marketplace.

A Brief Description of the 8 Quarter Rolling Profit & Loss Report Template

Financial Statements like the one seen in the image above are interactive and parameter driven and typically contain a presentation quality trended Profit & Loss layout. One of the important features that aid the user in the analysis process is the ability to easily compare revenues, expenses and profit margin trends for the most recent quarters. 8 Quarter Rolling Profit & Loss Reports are often used in conjunction with balance sheet and cash flow trend reports, 13 month rolling P&L reports, KPI dashboards and multi-year budget models.

Data Integration to Transaction Systems

Most organizations these days want automated and streamlined planning, reporting and analysis. However, many of the benefits described earlier rely on best of breed Corporate Performance Management (CPM) tools and/or Business Intelligence (BI) capabilities as well as data marts or data warehouses that use pre-built integrations to the organization’s ERP system. Oftentimes, they also need integrations to other key data sources like CRM, subscription systems, payroll tools, etc.

Modern, cloud-based ERPs like Microsoft Dynamics 365 Finance (D365 Finance), Microsoft Dynamics 365 Business Central (D365 BC), Sage Intacct, Acumatica, Netsuite and SAP have robust APIs which allow for dynamic integrations to CPM and BI tools that are fully automated and flexible to run on a schedule or on-demand.

Additional Resources to Aid with Research of Templates, CPM and BI Tools

Example of an Accounts Receivable (AR) Detail Report to Streamline the AR Aging Analysis Process

How can Accounts Receivable Reports Drive Faster and Better Decisions?

As Accounting and Collections Managers increasingly become key innovators in the AR Aging Analysis and Collections Process, they must rely on modern self-service corporate performance management (CPM) and business intelligence (BI) tools. Using interactive Accounts Receivable Reports like the Accounts Receivable (AR) Detail Report template shown below enables them and users from the finance and receivables teams to experience near real time customer AR aging analysis that help drive faster and better decisions.

Who uses Accounts Receivable (AR) Detail Reports and What are Some Key Analytical Features?

In today’s fast-paced business environment, Accounting and Collections Managers are under high pressure to supply end users like collections staff and accountants with timely and concise Accounts Receivable Reports. Companies use key features like the ones below to support their users with effective analysis that helps drive improved cash flow and AR aging visibility:

  • Receivables detail by customer, including invoice numbers, invoice dates, invoice amounts and categorized aging of outstanding invoices
  • The detail list in the lower portion of the report has the option to include only open items, closed items, or all items
  • Graphical view of total AR balances, Top 5 customers by amount due, and oldest overdue invoices

The Accounts Receivable (AR) Detail Report template can be used as a key element of the AR Aging Analysis process:

Example of an Accounts Receivable (AR) Detail Report to Streamline the AR Aging Analysis Process

The Accounts Receivable (AR) Detail Report is a ready-to-use AR Report from the Solver Marketplace.

A Brief Description of the Accounts Receivable (AR) Detail Report Template

Accounts Receivable Reports like the one seen in the image above are interactive and parameter driven and typically contain sections with Accounts Receivable information in both graphical and list format. One of the important features that aid the user in the analysis process is the ability to view detailed accounts receivable transactions by document number summarized by customer and with grand totals. Accounts Receivable (AR) Detail Reports are often used in conjunction with AR summary reports, sales reports, Accounts Receivable and customer analysis dashboards, balance sheets, and profit & loss variance reports.

Data Integration to Transaction Systems

Most organizations these days want automated and streamlined planning, reporting and analysis. However, many of the benefits described earlier rely on best of breed Corporate Performance Management (CPM) tools and/or Business Intelligence (BI) capabilities as well as data marts or data warehouses that use pre-built integrations to the organization’s ERP system. Oftentimes, they also need integrations to other key data sources like CRM, subscription systems, payroll tools, etc.

Modern, cloud-based ERPs like Microsoft Dynamics 365 Finance (D365 Finance), Microsoft Dynamics 365 Business Central (D365 BC), Sage Intacct, Acumatica, Netsuite and SAP have robust APIs which allow for dynamic integrations to CPM and BI tools that are fully automated and flexible to run on a schedule or on-demand.

Additional Resources to Aid with Research of Templates, CPM and BI Tools

Example of a AP Detail Report with Drill-down to Gorilla Expense to Streamline the Vendor Expense Analysis Process

How can Accounts Payable Reports with Drill-down Drive Faster and Better Decisions?

As Accounting Managers increasingly become key innovators in the Vendor Expense Analysis Process, they must rely on modern self-service corporate performance management (CPM) and business intelligence (BI) tools. Using interactive Accounts Payable Reports like the AP Detail Report with Drill-down to Gorilla Expense example shown below enables them and end users from departments, finance and accounting teams to experience near real time vendor expense trend analysis that help drive faster and better decisions.

Who uses AP Detail Reports with Drill-down to Gorilla Expense and What are Some Key Analytical Features?

In today’s fast-paced business environment, Accounting Managers are under high pressure to supply end users like controllers, AP managers and department heads with timely and concise Accounts Payable Reports. Companies use key features like the ones below to support their users with effective analysis that helps drive more informed purchase planning and quicker expense analysis:

  • Vendor Expense transactions with hyperlinks for one-click access to the underlying document or image receipt in Gorilla Expense
  • Detailed vendor expenses with dates and invoice amounts
  • Parameter-driven report where the user can choose dates and which business unit to run the report for

The AP Detail Report with Drill-down to the Gorilla Expense application can be used as a key element of the Vendor Expense Analysis process:

Example of a AP Detail Report with Drill-down to Gorilla Expense to Streamline the Vendor Expense Analysis Process

The AP Detail Report with Drill-down to Gorilla Expense is a ready-to-use Accounts Payable Report from the Solver Marketplace.

A Brief Description of the AP Detail Report with Drill-down to Gorilla Expense

Accounts Payable Reports like the one seen in the image above are interactive and parameter driven and typically contain sections with Vendor Number, Vendor Name, Document Number, Invoice Number, Document Type, Invoice Date, Invoice Posting Date, Invoice Due Date, Invoice Amount, and Link that opens Gorilla Expense. One of the important features that aid the user in the analysis process is the ability to provide a web-based, self-service vendor report that can be run on demand or that can be scheduled to be distributed to any user in the organization. AP Detail Report with Drill-down to Gorilla Expense are often used in conjunction with AP summary reports, Top vendor reports, Accounts payable and vendor analysis dashboards, balance sheets, and profit & loss variance reports.

Data Integration to Transaction Systems

Most organizations these days want automated and streamlined planning, reporting and analysis. However, many of the benefits described earlier rely on best of breed Corporate Performance Management (CPM) tools and/or Business Intelligence (BI) capabilities as well as data marts or data warehouses that use pre-built integrations to the organization’s ERP system. Oftentimes, they also need integrations to other key data sources like CRM, subscription systems, payroll tools, etc.

Modern, cloud-based ERPs like Microsoft Dynamics 365 Finance (D365 Finance), Microsoft Dynamics 365 Business Central (D365 BC), Sage Intacct, Acumatica, Netsuite and SAP have robust APIs which allow for dynamic integrations to CPM and BI tools that are fully automated and flexible to run on a schedule or on-demand.

Additional Resources to Aid with Research of Templates, CPM and BI Tools

Example of an AP Trend Report by Vendor to Streamline the Vendor Expense Analysis Process

How can Accounts Payable Reports Drive Faster and Better Decisions?

As Accounting Managers increasingly become key innovator in the Vendor Expense Analysis Process, they must rely on modern self-service corporate performance management (CPM) and business intelligence (BI) tools. Using interactive Accounts Payable Reports like the AP Trend Report by Vendor template shown below enables them and users from the finance and payables teams to experience near real time vendor expense trend analysis that help drive faster and better decisions.

Who uses AP Trend Reports by Vendor and What are Some Key Analytical Features?

In today’s fast-paced business environment, Accounting Managers are under high pressure to supply end users like controllers and AP managers with timely and concise Accounts Payable Reports. Companies use key features like the ones below to support their users with effective analysis that helps drive better and more informed purchase planning, rate negotiations, or department forecasting:

  • Dynamic 13 month rolling view of vendor expenses
  • Expenses summarized by vendor and month
  • Total vendor expense amounts trended

The AP Trend Report by Vendor template can be used as a key element of the Vendor Expense Analysis process:

Example of an AP Trend Report by Vendor to Streamline the Vendor Expense Analysis Process

Example of an AP Trend Report by Vendor to Streamline the Vendor Expense Analysis Process

The AP Trend Report by Vendor is a ready-to-use Accounts Payable Reports from the Solver Marketplace.

A Brief Description of the AP Trend Report by Vendor Template

Accounts Payable Reports like the one seen in the image above are interactive and parameter driven and typically contain sections with monthly summarized payables data with monthly totals. One of the important features that aid the user in the analysis process is the ability to rolling monthly vendor expense view that helps discover anomalies and trends. AP Trend Reports by Vendor are often used in conjunction with AP detail reports, Top vendor reports, Accounts Payable and vendor analysis dashboards, balance sheets, and profit & loss variance reports.

Data Integration to Transaction Systems

Most organizations these days want automated and streamlined planning, reporting and analysis. However, many of the benefits described earlier rely on best of breed Corporate Performance Management (CPM) tools and/or Business Intelligence (BI) capabilities as well as data marts or data warehouses that use pre-built integrations to the organization’s ERP system. Oftentimes, they also need integrations to other key data sources like CRM, subscription systems, payroll tools, etc.

Modern, cloud-based ERPs like Microsoft Dynamics 365 Finance (D365 Finance), Microsoft Dynamics 365 Business Central (D365 BC), Sage Intacct, Acumatica, Netsuite and SAP have robust APIs which allow for dynamic integrations to CPM and BI tools that are fully automated and flexible to run on a schedule or on-demand.

Additional Resources to Aid with Research of Templates, CPM and BI Tools

Reporting and Analysis

Example of an AP Detail Report by Vendor to Streamline the Vendor Expense Analysis Process

How can Accounts Payable Reports Drive Faster and Better Decisions?

As Accounting Managers increasingly become key advisors to streamline vendor expense analysis, they must rely on modern self-service corporate performance management (CPM) and business intelligence (BI) tools. Using interactive Accounts Payable Reports like the AP Detail by Vendor report template shown below enables them and users from the finance and payables teams to experience near real time vendor payables analysis with aging buckets that help drive faster and better decisions.

Who uses AP Detail Reports by Vendor and What are Some Key Analytical Features?

In today’s fast-paced business environment, Accounting Managers are under high pressure to supply end users like controllers and AP managers with timely and concise Accounts Payable Reports. Companies use key features like the ones below to support their users with effective analysis that helps drive better expense control and vendor management:

  • Graphical analysis to highlight Top 5 Vendors, Oldest Payables due, and Overdue vs Current Balances
  • AP detailed information grouped by vendor
  • Analysis of payments due by aging bucket

The AP Detail Report by Vendor template can be used as a key element of the Vendor Expense Analysis process:

Example of an AP Detail Report by Vendor to Streamline the Vendor Expense Analysis Process

Example of an AP Detail Report by Vendor to Streamline the Vendor Expense Analysis Process

The AP Detail Report by Vendor is a ready-to-use Accounts Payable Reports from the Solver Marketplace.

A Brief Description of the AP Detail Report by Vendor Template

Accounts Payable Reports like the one seen in the image above are interactive and parameter driven and often contain sections with graphical analysis, auto narrative to highlight key information, and payables by vendor. One of the important features that aid the user in the analysis process is the ability to enable easy self-service for managers that need to get a quick picture of the top AP metrics. AP Detail Reports by Vendor are often used in conjunction with AP summary reports, AP spending trend reports, AP dashboards, balance sheets, and profit & loss variance reports.

Data Integration to Transaction Systems

Most organizations these days want automated and streamlined planning, reporting and analysis. However, many of the benefits described earlier rely on best of breed Corporate Performance Management (CPM) tools and/or Business Intelligence (BI) capabilities as well as data marts or data warehouses that use pre-built integrations to the organization’s ERP system. Oftentimes, they also need integrations to other key data sources like CRM, subscription systems, payroll tools, etc.

Modern, cloud-based ERPs like Microsoft Dynamics 365 Finance (D365 Finance), Microsoft Dynamics 365 Business Central (D365 BC), Sage Intacct, Acumatica, Netsuite and SAP have robust APIs which allow for dynamic integrations to CPM and BI tools that are fully automated and flexible to run on a schedule or on-demand.

Additional Resources to Aid with Research of Templates, CPM and BI Tools

Example of a Top 20 Vendor Payables Report to Streamline the Vendor Expense Analysis Process

How can Accounts Payable Reports Drive Faster and Better Decisions?

As Accounting Managers increasingly become  in the Vendor Expense Analysis Process, they must rely on modern self-service corporate performance management (CPM) and business intelligence (BI) tools. Using interactive Accounts Payable Reports like the Top 20 Vendor Payables Report template shown below enables them and users from the finance and accounting teams to experience near real time vendor payables analysis that help drive faster and better decisions.

Who uses Top 20 Vendor Payables Reports and What are Some Key Analytical Features?

In today’s fast-paced business environment, Accounting Managers are under high pressure to supply end users like controllers and AP managers with timely and concise Accounts Payable Reports. Companies use key features like the ones below to support their users with effective analysis that helps drive better expense control and cash management:

  • Automatic ranking of the top 20 vendors based on the amount owed to them
  • Analysis (and risk assessment) of how much the top three AP amounts are as a percent of the top 20 payables
  • Useful data such as date of last payment, balance due and grand total owed

The Top 20 Vendor Payables Report template can be used as a key element of the Vendor Expense Analysis process:

Example of a Top 20 Vendor Payables Report to Streamline the Vendor Expense Analysis Process

Example of a Top 20 Vendor Payables Report to Streamline the Vendor Expense Analysis Process

The Top 20 Vendor Payables Report is a ready-to-use Accounts Payable template from the Solver Marketplace.

A Brief Description of the Top 20 Vendor Payables Report Template

Accounts Payable Reports like the one seen in the image above are interactive and parameter driven and typically contain sections with graphical analysis, auto narrative to highlight key information, and details for each vendor ranked by amount due. One of the important features that aid the user in the analysis process is the ability to easily access web-based, self-service vendor reports that can be run on demand or that can be scheduled with distribution to any user in the organization. Top 20 Vendor Payables Reports are often used in conjunction with AP detail reports, AP spending trend reports, profit & loss reports with budget- and last year variances, and vendor payables dashboards.

Data Integration to Transaction Systems

Most organizations these days want automated and streamlined planning, reporting and analysis. However, many of the benefits described earlier rely on best of breed Corporate Performance Management (CPM) tools and/or Business Intelligence (BI) capabilities as well as data marts or data warehouses that use pre-built integrations to the organization’s ERP system. Oftentimes, they also need integrations to other key data sources like CRM, subscription systems, payroll tools, etc.

Modern, cloud-based ERPs like Microsoft Dynamics 365 Finance (D365 Finance), Microsoft Dynamics 365 Business Central (D365 BC), Sage Intacct, Acumatica, Netsuite and SAP have robust APIs which allow for dynamic integrations to CPM and BI tools that are fully automated and flexible to run on a schedule or on-demand.

Additional Resources to Aid with Research of Templates, CPM and BI Tools

Example of a P&L Budget Input Form to Streamline the Annual Budgeting Process

How can Budget Input Forms Drive Faster and Better Decisions?

As Budget Managers increasingly become key advisors in the Annual Budgeting Process, they must rely on modern self-service corporate performance management (CPM) and business intelligence (BI) tools. Using interactive Budget Input Templates like the P&L Budget Input Form shown below enables them and users from the finance and leadership teams to experience near real time budgeting that help drive faster and better decisions.

Who uses P&L Budget Input Forms and What are Some Key Analytical Features?

In today’s fast-paced business environment, Budget Managers are under high pressure to supply end users like executives and department heads with timely and concise Budgets. Companies use key features like the ones below to support their users with effective analysis that helps drive faster and more accurate financial planning:

  • Automatic presentation of last year and current year-to-date actuals as part of input forms
  • Easy web-based budget data entry (see green input cells in example)
  • Immediate display of variances between current and last year budgets and option to add variance to current year actuals

The P&L Budget Input Form template can be used as a key element of the Annual Budgeting process:

Example of a P&L Budget Input Form to Streamline the Annual Budgeting Process

Example of a P&L Budget Input Form to Streamline the Annual Budgeting Process

The P&L Budget Input Form is a ready-to-use Budget Input Form from the Solver Marketplace.

A Brief Description of the P&L Budget Input Template

Budget Input Forms like the one seen in the image above are interactive and parameter driven and typically contain sections with historical actuals and budgets as well as an input section. One of the important features that aid the user in the budget process is the ability to perform real time budgeting with immediate use of associated budget reports and dashboards to analyze final budget. P&L Budget Input Forms are often used in conjunction with top-down forecast and annual budget templates, payroll and capex input forms, P&L, balance sheet and and cash flow reports, and budget/forecast analysis dashboards.

Data Integration to Transaction Systems

Most organizations these days want automated and streamlined planning, reporting and analysis. However, many of the benefits described earlier rely on best of breed Corporate Performance Management (CPM) tools and/or Business Intelligence (BI) capabilities as well as data marts or data warehouses that use pre-built integrations to the organization’s ERP system. Oftentimes, they also need integrations to other key data sources like CRM, subscription systems, payroll tools, etc.

Modern, cloud-based ERPs like Microsoft Dynamics 365 Finance (D365 Finance), Microsoft Dynamics 365 Business Central (D365 BC), Sage Intacct, Acumatica, Netsuite and SAP have robust APIs which allow for dynamic integrations to CPM and BI tools that are fully automated and flexible to run on a schedule or on-demand.

Additional Resources to Aid with Research of Templates, CPM and BI Tools

Example of a Profit & Loss Forecast Input Template to Streamline the Forecasting Process

How can Automated Forecast Input Forms Drive Faster and Better Decisions?

As Budget Managers increasingly become key advisors in the Forecasting Process, they must rely on modern self-service corporate performance management (CPM) and business intelligence (BI) tools. Using interactive Forecast Input Forms like the Profit & Loss Forecast Template shown below enables them and users from the leadership teams to experience near real time forecasts and estimates that help drive faster and better decisions.

Who uses Profit & Loss Forecast Templates and What are Some Key Analytical Features?

In today’s fast-paced business environment, Budget Managers are under high pressure to supply end users like executives and department managers with timely and concise Forecasts. Companies use key features like the ones below to support their users with effective analysis that helps drive faster and better decisions:

  • Automatic annualization of the current year actuals to provide guidelines for the forecast
  • Easy comparison to the annual budget with variance analysis
  • Option to reforecast every month or a few times a year and store each version to a separate forecast

The Profit & Loss Forecast Template can be used as a key element of the Forecasting process:

Example of a Profit & Loss Forecast Input Template to Streamline the Forecasting Process

Example of a Profit & Loss Forecast Input Template to Streamline the Forecasting Process

The Profit & Loss Forecast Template is a ready-to-use Forecast Input Form from the Solver Marketplace.

A Brief Description of the Profit & Loss Forecast Template

Forecast Input Forms like the one seen in the image above are interactive and parameter driven and typically contain sections with revenues and expenses and with full security and professional formatting. One of the important features that aid the user in the analysis process is the ability to support a larger number of users with a web-based, parameter driven input form(s) accessible from any browser. Profit & Loss Forecast Templates are often used in conjunction with top-down forecast and annual budget templates, payroll and capex input forms, P&L-, balance sheet- and and cash flow reports, and budget/forecast analysis dashboards.

Data Integration to Transaction Systems

Most organizations these days want automated and streamlined planning, reporting and analysis. However, many of the benefits described earlier rely on best of breed Corporate Performance Management (CPM) tools and/or Business Intelligence (BI) capabilities as well as data marts or data warehouses that use pre-built integrations to the organization’s ERP system. Oftentimes, they also need integrations to other key data sources like CRM, subscription systems, payroll tools, etc.

Modern, cloud-based ERPs like Microsoft Dynamics 365 Finance (D365 Finance), Microsoft Dynamics 365 Business Central (D365 BC), Sage Intacct, Acumatica, Netsuite and SAP have robust APIs which allow for dynamic integrations to CPM and BI tools that are fully automated and flexible to run on a schedule or on-demand.

Additional Resources to Aid with Research of Templates, CPM and BI Tools

Example of a Profit & Loss Top Down Driver-based Forecast Template to Streamline the Planning Process

How can Forecast Input Forms Drive Faster and Better Decisions?

As Budget Managers increasingly become innovators in the Planning Process, they must rely on modern self-service corporate performance management (CPM) and business intelligence (BI) tools. Using interactive forecast input forms like the Profit & Loss Top Down Driver-based Forecast Template shown below enables them and users from the leadership teams to experience near real time planning that help drive faster and better decisions.

Who uses Profit & Loss Top Down Driver-based Forecasts and What are Some Key Analytical Features?

In today’s fast-paced business environment, Budget Manager are under high pressure to supply end users like executives with timely and concise forecasts, often on a quarterly or monthly basis. Companies use key features like the ones below to support their users with effective analysis that helps drive more informed and quicker decisions:

  • Input of drivers like Target Net Income and adjustments that automatically generate forecast figures for the remaining periods of the year
  • Conveniently available actual year-to-date figures with automated annualization
  • Expandable (seen collapsed in the image below) columns and rows to view individual periods and GL accounts

The Profit & Loss Top Down Driver-based Forecast template can be used as a key element of the Planning process:

Example of a Profit & Loss Top Down Driver-based Forecast Template to Streamline the Planning Process

Example of a Profit & Loss Top Down Driver-based Forecast Template to Streamline the Planning Process

The Profit & Loss Top Down Driver-based Forecast is a ready-to-use forecast input form from the Solver Marketplace.

A Brief Description of the Profit & Loss Top Down Driver-based Forecast Template

Forecast input forms like the one seen in the image above are interactive and parameter driven and typically contain sections with revenues, expenses, sub-totals and totals. One of the important features that aid the user in the analysis process is the ability to automatically generate monthly forecast figures. Profit & Loss Top Down Driver-based Forecasts are often used in conjunction with bottom-up forecast- and annual budget templates, P&L reports, balance sheets, cash flow reports, and budget/forecast analysis dashboards.

Data Integration to Transaction Systems

Most organizations these days want automated and streamlined planning, reporting and analysis. However, many of the benefits described earlier rely on best of breed Corporate Performance Management (CPM) tools and/or Business Intelligence (BI) capabilities as well as data marts or data warehouses that use pre-built integrations to the organization’s ERP system. Oftentimes, they also need integrations to other key data sources like CRM, subscription systems, payroll tools, etc.

Modern, cloud-based ERPs like Microsoft Dynamics 365 Finance (D365 Finance), Microsoft Dynamics 365 Business Central (D365 BC), Sage Intacct, Acumatica, Netsuite and SAP have robust APIs which allow for dynamic integrations to CPM and BI tools that are fully automated and flexible to run on a schedule or on-demand.

Additional Resources to Aid with Research of Templates, CPM and BI Tools