Posts

Example of a Certificates of Deposit Production Trend Report for Banks

What is a Certificates of Deposit Production Trend Report for Banks?

Certificates of Deposit (CDs) Trend Reports are considered production analysis tools and are used by executives and branch managers to monitor trends and anomalies in sales of CDs. Some of the main functionality in this type of report is that it displays all the months of the year across the columns and loan metrics with totals down the rows. The far right column shows the year-to-date (YTD) figures and the bottom of the report (not visible in the screenshot below) shows grand totals for all CD types. Key figures for each CD category are: Average balance, FTP income, Interest expense, FTP income (%), Interest rate, Net interest margin, and Doc fees. For user convenience the first three of these metrics and hidden rows and can be expanded by clicking the “+” button on the rows. Examples of CD types in this report are: Retail CD (<6 months), Retail CD (6 Mo’s to 1 Yr), Retail CD (> 1 Year), Jumbo CD, and IRA. You find an example of this type of report below.

Purpose of CD Production Trend Reports

Banks use CD Production Trend Reports to give leaders and branch managers a clear picture of trends and anomalies in the CD production figures for each branch. When used as part of good business practices in Production- and Finance departments, a bank can improve its CD sales and marketing strategies, and it can reduce the chances that decision-makers lack key monthly trend insights when they create or modify CD products and terms.

Example of a CD Production Trend Report

Here is an example of a CD Production Trend Report with KPIs per CD category.

Example of a Certificates of Deposit (CD) Production Trend Report for Banks

Example of a Certificates of Deposit Production (CD) Trend Report for Banks

You can find hundreds of additional examples here

Who Uses This Type of Report?

The typical users of this type of report are: Executives, branch managers, product managers, finance leaders, risk managers, analysts.

Other Reports Often Used in Conjunction with CD Production Trend Reports

Progressive Production- and Finance departments sometimes use several different CD Production Trend Reports, along with detailed CD reports, CD portfolio dashboards, KPI dashboards, branch benchmarking reports, annual budgets, profit & loss trend reports, balance sheets and other management and control tools.

Where Does the Data for Analysis Originate From?

The Actual (historical transactions) data typically comes from bank CD 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 Product KPI Report for Banks

What is a Product KPI Report for Banks?

Product KPI Reports are considered operational analysis tools and are used by executives and product managers to track key production metrics by product offering and branch. Some of the main functionality in this type of KPI report is that it can be filtered by any region and period, and it provides both detailed and summarized figures. The three charts on the top of the report show: 1) New and approved applications, 2) Declined applications and customer defaults, 3) Approved amount and default amount. The main body of the report contains the same six metrics as in the charts, and the rows show product figures by bank branch. You find an example of this type of KPI report below.

Purpose of Product Reports

Banks use Product Reports to give leaders a detailed and summary view of pipeline and performance across product offerings and branches. When used as part of good business practices in Executive-, Loan- and Financial Planning & Analysis (FP&A) departments, a bank can improve its product strategies and profitability, and it can reduce the chances that decisions are being made without a near real-time picture of key product performance metrics.

Example of a Product Report

Here is an example of a Product KPI Report with metrics for applications, approvals, declined customers and defaults.

Example of a Product KPI Report for Banks

Example of a Product KPI Report for Banks

You can find hundreds of additional examples here

Who Uses This Type of KPI report?

The typical users of this type of KPI report are: Executives, Loan Managers, Product Managers, Analysts, Regional Managers, Branch Managers.

Other Reports Often Used in Conjunction with Product Reports

Progressive Executive-, Loan- and Financial Planning & Analysis (FP&A) departments sometimes use several different Product Reports, along with product dashboards, detailed and summary loan and credit card reports, profit & loss reports, balance sheets, cash flow statements, budget models, forecasts and other management and control tools.

Where Does the Data for Analysis Originate From?

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

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

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

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

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

Corporate Performance Management (CPM) Cloud Solutions and More Examples

Example of a Certificates of Deposit Sales Trend Report for Credit Unions

What is a Certificates of Deposit Sales Trend Report?

Certificates of Deposit (CDs) Sales Trend Reports are considered production analysis tools and are used by executives and branch managers to monitor trends and anomalies in sales of CDs. Some of the main functionality in this type of report is that it displays all the months of the year across the columns and loan metrics with totals down the rows. The far right column shows the year-to-date (YTD) figures and the bottom of the report (not visible in the screenshot below) shows grand totals for all CD types. Key figures for each CD category are: Average balance, FTP income, Interest expense, FTP income (%), Interest rate, Net interest margin, and Doc fees. For user convenience the first three of these metrics and hidden rows and can be expanded by clicking the “+” button on the rows. Examples of CD types in this report are: Retail CD (<6 months), Retail CD (6 Mo’s to 1 Yr), Retail CD (> 1 Year), Jumbo CD, and IRA. You find an example of this type of report below.

Purpose of CD Production Trend Reports

Credit Unions use CD Production Trend Reports to give leaders and branch managers a clear picture of trends and anomalies in the CD production figures for each branch. When used as part of good business practices in Production- and Finance departments, a company can improve its CD sales and marketing strategies, and it can reduce the chances that decision-makes lack key monthly trend insights when they create or modify CD products and terms.

Example of a CD Production Trend Report

Here is an example of a CD Production Trend Report with KPIs per CD category.

Example of a Certificates of Deposit Sales Trend Report for Credit Unions

Example of a Certificates of Deposit Sales Trend Report for Credit Unions

You can find hundreds of additional examples here

Who Uses This Type of Report?

The typical users of this type of report are: Executives, branch managers, asset managers, product managers, finance leaders, risk managers, analysts.

Other Reports Often Used in Conjunction with CD Production Trend Reports

Progressive Production- and Finance departments sometimes use several different CD Production Reports, along with detailed CD reports, CD portfolio dashboards, KPI dashboards, branch benchmarking reports, annual budgets, profit & loss trend reports, balance sheets and other management and control tools.

Where Does the Data for Analysis Originate From?

The Actual (historical transactions) data typically comes from asset 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 Materials Usage Variance Report for a Manufacturing Company

What is a Materials Usage Variance Report for a Manufacturing Company?

Materials usage reports are considered production analysis reports and are used by production- and plant managers to review actual versus standard costs and quantities for core products that their plants produce. Some of the main functionality in this type of report is that it displays a summary with comparison charts for all plants on the top of the report and then it shows details by individual plant and core products below. The columns shows Standard Cost, Actual Cost and Variance. Following that you see Standard Quantity, Actual Quantity and Variance You find an example of this type of report below.

Purpose of Materials Variance Reports

Manufacturers use Materials Variance Reports to improve product decisions by easily analyzing and comparing actual and standard materials costs and quantities across products as well as plants. When used as part of good business practices in a Production department, an organization can improve its production efficiency and data collection as well as reduce the chances that a lack of benchmarking and analysis leads to competitive disadvantages.

Materials Variance Report Example

Here is an example of a Materials Variance Report with costing and quantity comparisons by product and plant.

Example of a Materials Usage Variance Report for a Manufacturing Company

Example of a Materials Usage Variance Report for a Manufacturing Company

You can find hundreds of additional examples here

Who Uses This Type of Report?

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

Other Reports Often Used in Conjunction with Materials Variance Reports

Progressive Production departments sometimes use several different Materials Variance Reports, along with production dashboards, inventory reports, costing reports, benchmark 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

Work Order Management Report for Manufacturing Plants Example

What is a Work Order Management Report for Manufacturing Plants?

Work Order Management reports are considered essential production planning reports and are often used by production managers to determine the priority and sequence of the products they manufacture. Key functionality in this type of report shows work orders by plant, customer and item. It also displays production sequence, inventory and capacity statuses. You will find an example of this type of report below.

Purpose of Work Order Management Reports

Manufacturing plants use Work Order Management Reports to manage manufacturing priorities. When used as part of good business practices in a Production department, a company can improve its ability to meet customer orders in a timely manner, as well as, reduce the chances that line managers don’t see an upcoming issue related to inventory shortage or manufacturing capacity.

Work Order Management Report Example

Here is an example of detailed Work Order Management report.

Work Order Management Report for Manufacturing Plants Example

Work Order Management Report for Manufacturing Plants Example

You can find hundreds of additional examples here.

Who Uses This Type of Report?

The typical users of this type of report are: Production and Fulfillment Managers.

Other Reports Often Used in Conjunction with Work Order Management Reports

Progressive Production Departments sometimes use several different Work Order Management Reports, along with production dashboards, inventory reports, sales forecast, sales reports and other management and control tools.

Where Does the Data for Analysis Originate From?

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

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

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

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

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

Corporate Performance Management (CPM) Cloud Solutions and More Examples

Open Orders by Item Report for Manufacturing Plants Example

What is an Open Orders by Item Report for Manufacturing Plants?

Open Orders Reports are considered operational reports and are often used by production and plant managers to determine the plant’s ability to fulfill customer orders. Key functionality in this type of report shows actual, production forecast and variance down the rows and key order metrics across the columns. Each report section covers one item (product). Metrics include quantity on hand, customer orders, quantity available, backlog quantity, and quality. You will find an example of this type of report below.

Purpose of Open Order Reports

Manufacturing plants use Open Order Reports to quickly gauge the plant’s ability to satisfy customer demand, as well as, plan production and delivery times based on backlog. When used as part of good business practices in a Production department, a company can improve its manufacturing forecast and inventory planning, as well as, reduce the chances that major backlogs impact customer satisfaction issues and sub-optimal revenues.

Open Order Report Example

Here is an example of a modern Open Orders report by Item.

Open Orders by Item Report for Manufacturing Plants Example

Open Orders by Item Report for Manufacturing Plants Example

You can find hundreds of additional examples here.

Who Uses This Type of Report?

The typical users of this type of report are: COOs, plant and production managers.

Other Reports Often Used in Conjunction with Open Order Reports

Progressive Production Departments sometimes use several different Open Order Reports, along with production dashboards, inventory reports, sales forecast, sales reports and other management and control tools.

Where Does the Data for Analysis Originate From?

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

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

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

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

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

Corporate Performance Management (CPM) Cloud Solutions and More Examples

Direct Labor Cost by Manufacturing Process Example

What is a Report for Direct Labor Cost by Manufacturing Process?

Direct Labor Cost reports are considered important production reports and are often used by production and plant managers to determine actual versus forecasted labor expenses for each manufacturing process. Key functionality in this type of report shows day rates and average utilization per team member. Figures are shown both for each month as well as year-to-date. On the top of the report, actual is compared to forecast at the plant level. You will find an example of this type of report below.

Purpose of Manufacturing Process Labor Cost Reports

Manufacturing companies use Labor Cost Reports to easily get both an employee and a plant level view of utilization and labor costs per process. When used as part of good business practices in a Financial Planning & Analysis (FP&A) department, a company can improve its labor and process analysis, as well as, reduce the chances that managers don’t easily see the employee expense component of a manufacturing process.

Manufacturing Process Labor Cost Report Example

Here is an example of a Direct Labor Cost by Manufacturing Process report.

Direct Labor Cost by Manufacturing Process Example

Direct Labor Cost by Manufacturing Process 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, plant and production managers.

Other Reports Often Used in Conjunction with Manufacturing Process Labor Cost Reports

Progressive Financial Planning & Analysis (FP&A) Departments sometimes use several different Manufacturing Process Labor Cost Reports, along with production dashboards, profit & loss reports and other management and control tools.

Where Does the Data for Analysis Originate From?

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

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

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

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

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

Corporate Performance Management (CPM) Cloud Solutions and More Examples

Production Forecast for a Manufacturing Plant Example

What is a Production Forecast for a Manufacturing Plant?

Production Forecasts are considered planning models and are often used by production and plant managers to estimate a plant’s production for the remaining months of the year. Key functionality in this type of planning template automatically displays actual amounts by item for the year-to-date periods. These figures are driven from price and quantity figures. Each tab in the template represents a different plant. The chart on top compares each plant side-by-side for actual and forecasted figures. You will find an example of this type of planning template below.

Purpose of Plant Production Forecasts

Manufacturing companies use Plant Production Forecasts to get a continuous view of expected revenues from each product delivered by a plant. When used as part of good business practices in a Financial Planning & Analysis (FP&A) department, a company can improve its revenue and profit visibility, as well as, reduce the chances that managers make inferior decisions because they lack insight into the expected product revenue from forecasted production.

Plant Production Forecast Example

Here is an example of a Production Forecast input form by product and plant.

Production Forecast for a Manufacturing Plant Example

Production Forecast for a Manufacturing Plant Example

Production Forecast for a Manufacturing Plant ExampleYou can find hundreds of additional examples here.

Who Uses This Type of Planning Template?

The typical users of this type of planning template are: CFOs, plant and production managers, budget managers.

Other Planning Templates Often Used in Conjunction with Plant Production Forecasts

Progressive Financial Planning & Analysis (FP&A) Departments sometimes use several different Plant Production Forecasts, along with labor forms, capex, other operating expense forms 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