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Example of a Variable Labor Budget Model for Hospitality Companies

What is a Variable Labor Budget Model?

Variable Labor Budget Models are considered planning and forecasting tools and are used by budget managers and department heads to capture wages by position. Some of the main functionality in this type of input form is that it is uses drivers (typically from an assumptions template) like hourly rates, max/min hours and room occupancy to calculate the labor expenses. You find an example of this type of input form below.

Purpose of Variable Labor Budget Models

Hospitality companies use Variable Labor Budget Models to automate the capturing of detailed labor budgets by department and business unit. When used as part of good business practices in FP&A departments, a company can improve its budget accuracy, and it can reduce the chances that labor expenses are over- or under estimated.

Example of a Variable Labor Budget Model

Here is an example of a departmental input form for Variable Labor Wages.

Example of a Variable Labor Budget Model for Hospitality Companies

Example of a Variable Labor Budget Model for Hospitality Companies

You can find hundreds of additional examples here

Who Uses This Type of Input form?

The typical users of this type of input form are: Budget managers, HR managers, department heads.

Other Reports Often Used in Conjunction with Variable Labor Budget Models

Progressive FP&A departments sometimes use several different Variable Labor Budget Models, along with Employee payroll budgets, human capital planning models, profit & loss budgets, historical financial statements, budget analysis dashboards and other management and control tools.

Where Does the Data for Analysis Originate From?

The Actual (historical transactions) data typically comes from enterprise resource planning (ERP) systems like: Microsoft Dynamics 365 (D365) Finance, Microsoft Dynamics 365 Business Central (D365 BC), Microsoft Dynamics AX, Microsoft Dynamics NAV, Microsoft Dynamics GP, Microsoft Dynamics SL, Sage Intacct, Sage 100, Sage 300, Sage 500, Sage X3, SAP Business One, SAP ByDesign, Acumatica, Netsuite and others.

In analyses where budgets or forecasts are used, the planning data most often originates from in-house Excel spreadsheet models or from professional corporate performance management (CPM/EPM) solutions.

What Tools are Typically used for Reporting, Planning and Dashboards?

Examples of business software used with the data and ERPs mentioned above are:

  • Native ERP report writers and query tools
  • Spreadsheets (for example Microsoft Excel)
  • Corporate Performance Management (CPM) tools (for example Solver)
  • Dashboards (for example Microsoft Power BI and Tableau)

Corporate Performance Management (CPM) Cloud Solutions and More Examples

Example of a Variable Labor Budget Assumptions Model for Hospitality Companies

What is a Variable Labor Budget Assumptions Model?

Variable Labor Models are considered planning and forecasting tools and are used by budget managers and HR leaders to automate employee budgets with drivers for wages and benefits. Some of the main functionality in this type of input form is that it is parameter driven and can be populated by business entity, department and position type. Examples of assumptions that can be entered are: Minimum hours, Wage rates, Timing of annual increase, Increment threshold, Productivity ratio, and Maximum hours. You find an example of this type of input form below.

Purpose of Variable Labor Assumption Models

Hospitality companies use Variable Labor Assumption Models to provide a dynamic way to capture drivers of labor costs and automate human capital modelling. When used as part of good business practices in FP&A departments, a company can improve its budget process and speed, and it can reduce the chances that budgets are inaccurate due to hardcoded wages and assumptions.

Example of a Variable Labor Assumption Model

Here is an example of a Variable Labor Assumption Input Form with various drivers.

Example of a Variable Labor Budget Assumptions Model for Hospitality Companies

Example of a Variable Labor Budget Assumptions Model for Hospitality Companies

You can find hundreds of additional examples here

Who Uses This Type of Input form?

The typical users of this type of input form are: Budget managers, HR managers, department heads.

Other Reports Often Used in Conjunction with Variable Labor Assumption Models

Progressive FP&A departments sometimes use several different Variable Labor Assumption Models, along with Employee payroll budgets, human capital planning models, profit & loss budgets, historical financial statements, budget analysis dashboards and other management and control tools.

Where Does the Data for Analysis Originate From?

The Actual (historical transactions) data typically comes from enterprise resource planning (ERP) systems like: Microsoft Dynamics 365 (D365) Finance, Microsoft Dynamics 365 Business Central (D365 BC), Microsoft Dynamics AX, Microsoft Dynamics NAV, Microsoft Dynamics GP, Microsoft Dynamics SL, Sage Intacct, Sage 100, Sage 300, Sage 500, Sage X3, SAP Business One, SAP ByDesign, Acumatica, Netsuite and others.

In analyses where budgets or forecasts are used, the planning data most often originates from in-house Excel spreadsheet models or from professional corporate performance management (CPM/EPM) solutions.

What Tools are Typically used for Reporting, Planning and Dashboards?

Examples of business software used with the data and ERPs mentioned above are:

  • Native ERP report writers and query tools
  • Spreadsheets (for example Microsoft Excel)
  • Corporate Performance Management (CPM) tools (for example Solver)
  • Dashboards (for example Microsoft Power BI and Tableau)

Corporate Performance Management (CPM) Cloud Solutions and More Examples

Example of a Personnel Budget Report for Public Sector Organizations

What is a Personnel Budget Report?

Employee Compensation Budget Reports are considered human capital planning analysis tools and are used by Budget Officers, HR and Financial Managers to get a clear overview of the total payroll expenses and employees included in the budget. Some of the main functionality in this type of report is that it shows all the employees, planned hires with final budget figures. It is parameter driven and the user can run it with full security for any budget version. The columns include: Job title by department, fund, employee name, FTEs, Current salary, Merit/Bonus amount, Overtime, FICA, Medicare, Retirement funding, Life insurance, Health insurance, Dental benefits, and Total compensation. You find an example of this type of report below.

Purpose of Personnel Budget Reports with Employees and FTE details

Public Sector organizations use Personnel Budget Reports to enable managers with a complete picture of the budget for employees with FTE headcount and compensation expenses by department. When used as part of good business practices in Planning, HR and Accounting departments, a government entity can improve its budget accuracy and HR planning, and it can reduce the chances that there are undetected issues or errors in the personnel budget.

Example of a Personnel Budget Reports with Employees and FTE detail

Here is an example of a Personnel Budget Report with employee metrics by person and department.

Example of a Personnel Budget Report for Public Sector Organizations

Example of a Personnel Budget Report for Public Sector Organizations

You can find hundreds of additional examples here

Who Uses This Type of Report?

The typical users of this type of report are: CFOs, HR managers, budget officers and department heads.

Other Reports Often Used in Conjunction with Personnel Budget Reports

Progressive Planning, HR and Accounting departments sometimes use several different Personnel Budget Reports along with employee budget input forms, capex budget models, line item detail for revenues and expenses, budget dashboards, annual budget report packages, financial dashboards, human capital dashboards and other management and control tools.

Where Does the Data for Analysis Originate From?

The Actual (historical transactions) data typically comes from independent payroll systems as well as 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 Payroll Budget Dashboard for Public Sector

What is a Payroll Budget Dashboard for Public Sector?

Payroll Budget Dashboards are considered annual budget analysis tools and are used by HR managers and budget officers to analyze the completed employee budget. Some of the main functionality in this type of dashboard is that it provides graphical salary analysis from three perspectives: 1) Chart with ranked list of payroll budgets by department, 2) Ranked table with payroll budgets and headcount by department, and 3) Total payroll budget and total headcount. The user can use the drop down boxes on the top of the screen to filter by department and budget year. You find an example of this type of dashboard below.

Purpose of Payroll Budget Dashboards

Government organizations use Payroll Budget Dashboards to enable easy analysis of payroll budgets and planned headcount. When used as part of good business practices in Financial Planning & Analysis (FP&A) and HR departments, an organization can improve its human capital planning process, and it can reduce the chances that employee budgets are not carefully analyzed and understood at the end of the planning process.

Example of a Payroll Budget Dashboard

Here is an example of a Payroll Budget Dashboard with ranked salary expenses and headcount.

Example of a Payroll Budget Dashboard for Public Sector

Example of a Payroll Budget Dashboard for Public Sector

You can find hundreds of additional examples here

Who Uses This Type of Dashboard?

The typical users of this type of dashboard are: Executives, budget officers, CFOs, analysts, HR managers, department heads.

Other Reports Often Used in Conjunction with Payroll Budget Dashboards

Progressive Financial Planning & Analysis (FP&A) and HR departments sometimes use several different Payroll Budget Dashboards, along with financial statements, annual budget reports, budget summary dashboards, detailed payroll budget reports, payroll budget input models 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

Higher Education Reporting - Actual versus Budget Payroll Variance Analysis

What is a Actual versus Budget Payroll Variance Report?

Payroll variance reports are considered monthly analysis tools and are used by finance and HR managers to review potential significant variances in actual employee compensation compared to the budget. Some of the main functionality in this type of report is that it it groups employees in two main categories and presents the actual salaries with a comparison to the budget and displays the difference. The two employee categories are: 1) Classified salaries with subsections for permanent and temporary positions, and 2) Unclassified salaries with subsections for permanent and temporary positions. You find an example of this type of report below.

Purpose of Actual to Budget Payroll Variance Reports

Universities and colleges use Actual to Budget Payroll Variance Reports to easily detect major differences between budgeted and actual compensation. When used as part of good business practices in a Financial Planning & Analysis (FP&A) department, a higher education institution can improve its budget accuracy and it can address any unplanned hiring or compensation discrepancies, and it can reduce the chances that the major variances goes undetected.

Actual to Budget Payroll Variance Report Example

Here is an example of a Actual versus Budget Payroll Variance Report.

Higher Education Reporting - Actual versus Budget Payroll Variance Analysis

Higher Education Reporting – Actual versus Budget Payroll Variance Analysis

You can find hundreds of additional examples here

Who Uses This Type of Report?

The typical users of this type of report are: HR managers, CFOs, budget officers, department managers.

Other Reports Often Used in Conjunction with Actual to Budget Payroll Variance Reports

Progressive Financial Planning & Analysis (FP&A) departments sometimes use several different Actual to Budget Payroll Variance Reports, along with  budget accuracy reports, detailed monthly payroll reports, HR and Payroll dashboards, financial statements 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

Higher Education Budgeting - Salary Request by Fund Example

What is a Salary Request by Fund?

Salary Request input forms with fund details are considered a component of employee expense planning models and are used by budget managers and HR to create budget requests by fund based on the department baseline budget. Some of the main functionality in this type of input form is that it automatically displays last year’s actual results as well as the target adjustment. The users then enter their proposed % and/or amount increase or decrease. The far right amount column shows the total budget request. The rows list funds grouped by GL account. On the right side of the form, the users can enter comments to explain any significant information related to the request. You find an example of this type of input form below.

Purpose of Salary Budget Request by Fund Models

Universities and colleges use Salary Budget Request by Fund models to automate and simplify the budget entry of personnel related expenses with fund details. When used as part of good business practices in a Budgeting and Planning Department, a higher education institution can improve its planning process, and it can reduce the chances that users enter less accurate budgets due to lack of visibility to budget targets and historical information.

Salary Budget Request by Fund Model Example

Here is an example of a Salary Budget Request by Fund input template.

Higher Education Budgeting - Salary Request by Fund Example

Higher Education Budgeting – Salary Request by Fund Example

You can find hundreds of additional examples here

Who Uses This Type of Input form?

The typical users of this type of input form are: HR and Department Managers.

Other Input forms Often Used in Conjunction with Salary Budget Request by Fund Models

Progressive Budgeting and Planning departments sometimes use several different Salary Budget Request by Fund models, along with  payroll budgets, capex budgets, operating expense- and revenue templates 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 Payroll Budget Report by Department for a Healthcare Provider

What is a Payroll Budget Report by Department?

Payroll budget reports are considered powerful budget analysis and staff planning tools and are used by Budget Managers and CFOs to review total budgeted compensation and headcount. Some of the main functionality in this type of personnel report is that it displays all employees and a breakdown of their budgeted compensation. The employees are grouped by department with sub-totals and a grand total for the organization. The columns display the base salary as well as additional compensation for shifts, weekend, overtime, etc. You find an example of this type of personnel report below.

Purpose of Detailed Payroll Budget Reports

Healthcare providers use Detailed Payroll Budget Reports to perform in-depth analysis of personnel expenses at the end of a budget process. When used as part of good business practices in Budgeting and  FP&A departments, an organization can improve its budget approval process and staff-related planning as well as reduce the chances that budgets are not accurate due to oversights in the planning process.

Detailed Payroll Budget Report Example

Here is an example of a Payroll Budget Report with employees and their compensation expenses grouped by department.

Example of a Payroll Budget Report by Department for a Healthcare Provider

Example of a Payroll Budget Report by Department for a Healthcare Provider

You can find hundreds of additional examples here

Who Uses This Type of Personnel Report?

The typical users of this type of personnel report are: Budget managers, CFOs, analysts, department heads.

Other Personnel Reports Often Used in Conjunction with Detailed Payroll Budget Reports

Progressive Budgeting & FP&A departments sometimes use several different Detailed Payroll Budget Reports, along with financial statements with summary budgets, actual payroll reports, staffing plans, budget dashboards 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

Workforce Compensation Report with Payroll Analysis Example

What is a Workforce Compensation Report with Payroll Analysis?

HR and Payroll reports are considered workforce compensation analysis tools and are often used by accountants and payroll managers to review employee hours, rates and salary expenses. Some of the key functionality in this type of report is that it is parameter driven and provides both transaction detail and summary payroll related information. The columns shows General Ledger (GL) account, employee name, hire date, job title, rates, salary and other information. The rows are grouped into major expense categories such as commissions, bonuses, salary, overtime and bonus. Each row can be expanded to see individual employees (not visible in the example below) and their detailed information. At the bottom of the report, is a summary by GL account as well as a chart to visualize the same information. You find an example of this type of report below.

Purpose of Compensation analysis reports

Companies and organizations use compensation analysis reports to analyze payroll expenses using a professional and easy to read web-based report format. When used as part of good business practices in a Financial Planning & Analysis (FP&A) and Payroll department, a company can improve its payroll expense analysis as well as reduce the chances that managers make staffing decisions and budgets without a detailed understanding of actual employee compensation costs.

Compensation analysis report Example

Here is an example of a Workforce Compensation Report with Payroll Analysis.

Workforce Compensation Report with Payroll Analysis Example

Workforce Compensation Report with Payroll 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, accountants, payroll managers, budget managers, human resource (HR) Managers.

Other Reports Often Used in Conjunction with Compensation analysis reports

Progressive Financial Planning & Analysis (FP&A) and Payroll Departments sometimes use several different Compensation analysis reports, along with HR reports, payroll budgets, staffing forecasts and other management and control tools.

Where Does the Data for Analysis Originate From?

The Actual (historical transactions) data typically comes from Payroll and enterprise resource planning (ERP) systems like: Microsoft Dynamics 365 (D365) Finance, Microsoft Dynamics 365 Business Central (D365 BC), Microsoft Dynamics AX, Microsoft Dynamics NAV, Microsoft Dynamics GP, Microsoft Dynamics SL, Sage Intacct, Sage 100, Sage 300, Sage 500, Sage X3, SAP Business One, SAP ByDesign, Acumatica, Netsuite, Workday, ADP, Ceridian, Payroll Now 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

Higher Education Budgeting - Classified Employee Payroll Example

What is a Classified Payroll Budget?

Classified Payroll Budgets are considered employee budget models and are used by budget managers to plan for all classified salary and benefit related personnel expenses. Key functionality in this type of input form automates budgeting for expenses related to permanent and temporary positions. Features include data capture by salary grade, merit changes, insurance, health and retirement benefits and more. Totals by department roll up to the related general ledger expense accounts. You will find an example of this type of input form below.

Purpose of Classified Payroll Forms

Universities and colleges use Classified Payroll Forms to provide the easiest, most secure employee budget model with automated calculations. When used as part of good business practices in a Budgeting and Planning department, a higher education institution can improve its personnel budget process, as well as, reduce the chances that calculation mistakes cause inaccurate expenses.

Classified Payroll Form Example

Here is an example of a University Budget Form for Classified Payroll.

Higher Education Budgeting - Classified Employee Payroll Example

Higher Education Budgeting – Classified Employee Payroll Example

You can find hundreds of additional examples here.

Who Uses This Type of Input Form?

The typical users of this type of input form are: Budget Officers, Department Managers and HR Managers.

Other Input Forms Often Used in Conjunction with Classified Payroll Forms

Progressive Budgeting and Planning Departments sometimes use several different Classified Payroll Forms, along with payroll assumptions, capex, operating expense- and revenue templates 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

Higher Education Budgeting - Unclassified Employee Payroll Example

What is  Unclassified Employee Payroll Budgeting?

Unclassified Payroll Budgets are considered employee budget models and are often used by budget managers to plan for all unclassified salary and benefit related personnel expenses. Key functionality in this type of input form automates budgeting for expenses related to permanent and temporary positions. Features include data capture by salary grade, merit changes, insurance, health and retirement benefits and more. Totals by department roll up to the related general ledger expense accounts. You will find an example of this type of input form below.

Purpose of Unclassified Payroll Templates

Universities and colleges use Unclassified Payroll Templates to provide the easiest, most secure employee budget model with automated calculations. When used as part of good business practices in a Budgeting and Planning department, a higher education institution can improve its employee budget process, as well as, reduce the chances that calculation mistakes causes expense accuracy issues.

Unclassified Payroll Template Example

Here is an example of a University Budget Form for Unclassified Payroll.

Higher Education Budgeting - Unclassified Employee Payroll Example

Higher Education Budgeting – Unclassified Employee Payroll Example

You can find hundreds of additional examples here.

Who Uses This Type of Input Form?

The typical users of this type of input form are: Budget Officers and HR Managers.

Other Input Forms Often Used in Conjunction with Unclassified Payroll Templates

Progressive Budgeting and Planning Departments sometimes use several different Unclassified Payroll Templates, along with payroll assumptions, capex, operating expense and revenue templates 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