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Example of a Grant Budget Input Model for Public Sector Organizations

What is a Grant Budget Input Model?

Grant Budget Models are considered key building blocks of annual budgets for any organization that receives grants. These models are used by grant managers and budget officers to enter the detailed revenues and expenses associated with each grant. Some of the main functionality in this type of budget input template is that it is parameter driven and can be detailed down to department, function, program and grant. The user can select one or several grants and the form then automatically starts each section with grant ID and grant name. The user can then enter the detailed categories of revenues and expenses by month. On the bottom right the remaining grant balance is automatically calculated and displayed as an a real time guide for the user. You find an example of this type of budget input template below.

Purpose of Grant Budget Models

Public Sector organizations use Grant Budget Models to capture all the important revenue and expense details that is important to plan for the funding and uses of each grant. When used as part of good business practices in Grant and Budgeting & Planning departments, a government entity can increase its grant revenues as well as improve their budget accuracy, and it can reduce the chances that grants are lost or reduced due to lack of detailed and high quality budgets.

Example of a Grant Budget Model

Here is an example of a Grant Budget input form with entry of monthly revenue and expense line items.

Example of a Grant Budget Input Model for Public Sector Organizations

Example of a Grant Budget Input Model for Public Sector Organizations

You can find hundreds of additional examples here

Who Uses This Type of Budget input template?

The typical users of this type of budget input template are: Grant managers, executives, budget managers, department heads.

Other Reports Often Used in Conjunction with Grant Budget Models

Progressive Grant and Budgeting & Planning departments sometimes use several different Grant Budget Models, along with grant reports, grant dashboards, general ledger and line item expense input forms, employee (human capital) and headcount forms, sources of funds input forms, 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 grant management systems 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 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 Capital Project Budget for Public Sector Organizations

What is a Capital Project Budget for Governments?

Capital Project Budgets are considered an essential component of government capital improvement planning (CIP) and annual budgets, and are used by department managers and budget officers to create proposed financial budgets. Some of the main functionality in this type of budget input template is that it is parameter driven and can be detailed down to department, function, program and project. The user can select project and specify fields like project manager (if known), and then enter the budget by expense type and month. On the far right of the template there is a comment field to add any important notes. You find an example of this type of budget input template below.

Purpose of Capital Project Models

Public Sector organizations use Capital Project Models to capture all the important expense details for CIP projects. When used as part of good business practices in Budgeting and Planning departments, a government entity can improve its capital improvement planning and related budget accuracy, and it can reduce the chances that projects are executed and then stalled because of poor financial planning.

Example of a Capital Project Model

Here is an example of a Capital Project Budget input model with text comments and totals.

Example of a Capital Project Budget for Public Sector Organizations

Example of a Capital Project Budget for Public Sector Organizations

You can find hundreds of additional examples here

Who Uses This Type of Budget input template?

The typical users of this type of budget input template are: Executives, Budget Managers, department heads.

Other Reports Often Used in Conjunction with Capital Project Models

Progressive Budgeting and Planning departments sometimes use several different Capital Project Models, along with general ledger and line item expense input forms, employee (human capital) and headcount forms, revenue budget forms, budget analysis dashboards, project dashboards, CIP 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 an Expense Budget Review and Adjustment Model for Government Organizations

What is an Expense Budget Review and Adjustment Model?

Expense Budget Review and Adjustment models are considered a central part of annual budgets and are used by budget managers and reviewers to manage budget requests and historical data and to provide proposed adjustments. Some of the main functionality in this type of budget template is that it displays historical actual and budget expenses and provides input (yellow cells in the provided example) of proposed increases/decreases with commentary. The template shown in the screenshot below has the following information: 1) Two years of actual data, 2) Last year’s adopted budget, 3) Baseline budget (often a copy of last year’s adopted budget) and departmental adjustments which is added up to the department requested expense budget for the current annual budget process, 4) Amount and/or percent adjustments by the Budget Manager’s Office, 5) Adjustments from the Executive office, and 6) Adjustments from the Board. Not visible in the screenshot are also comment input fields for each of the reviewers as well as Line Item Detail, Capex and Payroll input forms where users can enter and document each item that rolls up to a general ledger account. You find an example of this type of budget template below.

Purpose of Expense Budget Review and Adjustment Models

Public Sector organizations use Expense Budget Review and Adjustment Models to enable an efficient budget process with easy audits and automated workflow. When used as part of good business practices in Budgeting and Planning departments, a government entity can improve its expense budget accuracy, and it can reduce the chances that comments and adjustments are poorly communicated or lost during the budget process.

Example of a Expense Budget Review and Adjustment Model

Here is an example of an Expense Approval and Adjustment input form with text comments.

Example of an Expense Budget Review and Adjustment Model for Government Organizations

Example of an Expense Budget Review and Adjustment Model for Government Organizations

You can find hundreds of additional examples here

Who Uses This Type of Budget template?

The typical users of this type of budget template are: Executives, Budget Managers, department heads.

Other Reports Often Used in Conjunction with Expense Budget Review and Adjustment Models

Progressive Budgeting and Planning departments sometimes use several different Expense Budget Review and Adjustment Models, along with revenue input forms, employee (human capital) and headcount forms, capital (Capex) budget forms, 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 Revenue Budget Review and Adjustment model for Public Sector Organizations

What is a Revenue Budget Review and Adjustment model?

Revenue Budget Review and Adjustment input forms are considered a key part of annual budget models used as a best practice by government entities. These templates used by budget managers and reviewers to review budget requests along with historical data and to enter proposed adjustments. Some of the main functionality in this type of budget template is that it displays historical actual and budget data and provides input of proposed increases/decreases with commentary. The example below has the following information: 1) Two years of actual data, 2) Last year’s adopted budget, 3) Baseline budget (can be a copy of last year’s adopted budget) and departmental adjustments which is added up to  departments’ requested budget for the current budget process, 4) Amount and/or percent adjustments by the Budget Manager’s Office, 5) Adjustments from the Executive office, and 6) Adjustments from the Board. Not visible in the screenshot are also comment input fields for each of the reviewers. You find an example of this budget template below.

Purpose of Budget Review and Adjustment Models

Public Sector organizations use Budget Review and Adjustment Models to enable a highly structured budget process with automated documentation and workflow. When used as part of good business practices in Budgeting and Planning departments, a government entity can improve its revenue budget accuracy, and it can reduce the chances that comments and adjustments are poorly communicated or lost during the budget process.

Example of a Budget Review and Adjustment Model

Here is an example of a Revenue Review and Adjustment input form with automatically displayed historical data and input of text comments.

Example of a Revenue Budget Review and Adjustment model for Public Sector Organizations

Example of a Revenue Budget Review and Adjustment model for Public Sector Organizations

You can find hundreds of additional examples here

Who Uses This Type of Budget template?

The typical users of this type of budget template are: Executives, Budget Managers, department heads.

Other Reports Often Used in Conjunction with Budget Review and Adjustment Models

Progressive Budgeting and Planning departments sometimes use several different Budget Review and Adjustment Models, along with general ledger and line items expense input forms, employee (human capital) and headcount forms, capital budget forms, 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

Expense Budget Model for State and Local Government Example

What is an Expense Budget Model for State and Local Government?

Expense Budget input forms are considered a key part of annual budget models and are used by budget managers and department heads to enter planned expenses for the next fiscal year. Key functionality in this type of budget template displays multiple years of history as well as prior year’s adopted expense budget. Department managers can adjust the provided baseline budget up or down by a percent or amount. They can also document any important information using the comment fields on each row, and they can enter detail below the GL account level as seen on the input screen. You will find an example of this type of budget template below.

Purpose of Expense Budget Models

State and local governments use Expense Budget Models to easily capture planned expenses, including at the line item detail level with justifications. When used as part of good business practices in a Budgeting and Planning department, a government can improve its annual budget process, as well as, reduce the chances that users neglect to document important funding requests or that the organization doesn’t have time to provide multiple budget iterations or scenarios.

Expense Budget Model Example

Here is an example of an Expense Budget input form.

Expense Budget Model for State and Local Government Example

Expense Budget Model for State and Local Government Example

You can find hundreds of additional examples here.

Who Uses This Type of Budget Template?

The typical users of this type of budget template are: Budget Managers, department heads.

Other Budget Templates Often Used in Conjunction with Expense Budget Models

Progressive Budgeting and Planning Departments sometimes use several different Expense Budget Models, along with payroll input forms, capital budget forms, revenue 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

Revenue Budget Model for State and Local Government Example

What is a Revenue Budget Model for State and Local Government?

Revenue input forms are considered a key part of annual budget models and are used by budget managers and department heads to capture expected incoming revenue streams for the next fiscal year. Key functionality in this type of budget template displays multiple years of history, as well as, prior year’s adopted revenue budget. Department managers can adjust the provided baseline budget up or down by a percent or an amount. They can also document any important information using the comment fields on each row. You will find an example of this type of budget template below.

Purpose of Revenue Budget Models

State and local governments use Revenue Budget Models to enable users to provide the best possible revenue estimates based on information displayed in the form and minimize questions by providing text comments. When used as part of good business practices in a Budgeting and Planning department, a government can improve its budget accuracy, as well as, reduce the chances that major surprises occur due to missed budget targets.

Revenue Budget Model Example

Here is an example of a Revenue Budget input form.

Revenue Budget Model for State and Local Government Example

Revenue Budget Model for State and Local Government Example

You can find hundreds of additional examples here.

Who Uses This Type of Budget Template?

The typical users of this type of budget template are: Budget Managers and department heads.

Other Budget Templates Often Used in Conjunction with Revenue Budget Models

Progressive Budgeting and Planning Departments sometimes use several different Revenue Budget Models, along with payroll input forms, operating expense budget 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

Multi-year Strategic Planning Model for Nonprofits Example

What is a Multi-year Strategic Planning Model for Nonprofits?

Strategic Planning models are considered planning tools and are often used by budget managers and executives to capture financial metrics to plan the funding of  programs and initiatives for the coming years. Key functionality in this type of template displays history and current year forecast as a guideline, and then provides input columns for the next eight years. The initiatives are grouped by program in the rows. You will find an example of this type of template below.

Purpose of Long Term Strategic Planning Models

Nonprofit organizations use Long Term Strategic Planning Models to have a single web-based template where the essential financial estimates for program funding can be captured. When used as part of good business practices in a Financial Planning & Analysis (FP&A) department, a nonprofit can improve its strategic planning and analysis capabilities, as well as, reduce the chances that managers lack visibility and easy access to long term targets.

Long Term Strategic Planning Model Example

Here is an example of Multi-year Strategic Planning Form for Nonprofit Organizations.

Multi-year Strategic Planning Model for Nonprofits Example

Multi-year Strategic Planning Model for Nonprofits Example

You can find hundreds of additional examples here.

Who Uses This Type of Template?

The typical users of this type of template are: Budget managers, program managers and executives.

Other Templates Often Used in Conjunction with Long Term Strategic Planning Models

Progressive Financial Planning & Analysis (FP&A) Departments sometimes use several different Long Term Strategic Planning Models, along with annual budget models, reports, dashboards and other management and control tools.

Where Does the Data for Analysis Originate From?

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

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

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

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

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

Corporate Performance Management (CPM) Cloud Solutions and More Examples

Event Budgeting and Forecasting Example

What are Event Budgeting and Forecasting Tools?

Event budgeting and forecasting solutions are considered planning tools and are often used by accountants and event managers to estimate attendance, revenues and expenses related to events like games, trade shows, concerts and so on. Key functionality in this type of input form allows the user to enter statistical metrics along with revenue and expense drivers for each event. This includes attendance, ticket prices, sponsorships, equipment rentals, and so on. For repeat events, the form also displays historical data to provide easy actual-to-budget comparison. You will find an example of this type of form below.

Purpose of Event Budget and Forecast Models

Companies and organizations use Event Budget and Forecast Models to get a detailed picture of expected revenues, expenses and profit related to each specific event they put on. When used as part of good business practices in a Financial Planning & Analysis (FP&A) department, a company can improve its event profitability, as well as, reduce the chances of going over budget.

Event Budget and Forecast Model Example

Here is an example of an Event Budget and Forecast input form.

Event Budgeting and Forecasting Example

Event Budgeting and Forecasting Example

 

You can find hundreds of additional examples here.

Who Uses This Type of Form?

The typical users of this type of form are: Event planners and budgeting managers.

Other Forms Often Used in Conjunction with Event Budget and Forecast Models

Progressive Financial Planning & Analysis (FP&A) Departments sometimes use several different Event Budget and Forecast Models, along with a corporate budget model 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

Membership Budget for Nonprofit Organizations Example

What is a Membership Budget for Nonprofit Organizations?

Membership budget forms are considered an important component of an annual budget model and are often used by budgeting and membership managers to budget membership attrition, growth and related revenues. Key functionality in this type of template allows input of rates and retention percentage per membership type. In the lower section of the form, the user enters monthly metrics like expected membership adds, dues and fees. You will find an example of this type of template below.

Purpose of Membership Budget Models

Organizations use Membership Budget Models to plan for expected revenues from this area of the organization. When used as part of good business practices in a Financial Planning & Analysis (FP&A) department, a nonprofit can improve its membership-related strategies, as well as, reduce the chances that cash flows end up over- or under-budget because of a lack of detailed revenue planning.

Membership Budget Model Example

Here is an example of a Membership Budget input form.

Membership Budget for Nonprofit Organizations Example

Membership Budget for Nonprofit Organizations Example

You can find hundreds of additional examples here.

Who Uses This Type of Template?

The typical users of this type of template are: Membership managers and budget managers.

Other Templates Often Used in Conjunction with Membership Budget Models

Progressive Financial Planning & Analysis (FP&A) Departments sometimes use several different Membership Budget Models, along with payroll, capex, operating expense 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

Membership Forecast for Nonprofit Organizations Example

What is a Membership Forecast for Nonprofit Organizations?

Membership forecast forms are considered key parts of a forecast model and are often used by budgeting and membership managers to estimate revenues from membership fees in the coming months. Key functionality in this type of template displays actual year-to-date metrics like renewals, retention and expiration. The user then enters the forecasted figures for the remaining periods of the year. Once the user enters the membership fees, the revenues will automatically calculate. After this, the user enters drivers for the related membership expenses. The end result is a full profit & loss forecast specifically for this area of the organization. You will find an example of this type of template below.

Purpose of Membership Forecast Models

Nonprofit organizations use Membership Forecast Models to get a detailed picture of expected revenues and expenses related to their membership business. When used as part of good business practices in a Financial Planning & Analysis (FP&A) department, they can improve their membership-related strategies, as well as, reduce the chances that planners and executives overlook unexpected membership trends.

Membership Forecast Model Example

Here is an example of a Membership Forecast input form.

Membership Forecast for Nonprofit Organizations Example

Membership Forecast for Nonprofit Organizations Example

 

You can find hundreds of additional examples here.

Who Uses This Type of Template?

The typical users of this type of template are: Membership managers and budget managers.

Other Templates Often Used in Conjunction with Membership Forecast Models

Progressive Financial Planning & Analysis (FP&A) Departments sometimes use several different Membership Forecast Models, along with a complete forecast model 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