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Example of a Drug Project Cost Budget for Pharma Companies

What is a Drug Project Cost Budget?

Drug Project Cost Budgets are considered financial planning tools and are used by R&D department heads and budget managers to allocate expected R&D and overhead expenses to each drug under development. Some of the main functionality in this type of forecast and budget model is that it shows the actual figures from the prior period and provides input (yellow cells in the image below) for the common year. Each drug under development is listed down the rows and there is a grand total at the bottom. The user can run the form for any budget or forecast version. You find an example of this type of planning model below.

Purpose of Drug Development Cost Budgets

Pharmaceutical companies use Drug Development Cost Budgets to enable managers to allocate expected expenses to various drug projects, typically with the goal of producing fully loaded expense budgets and reports for each drug under development. When used as part of good business practices in FP&A and R&D departments, a company can improve its financial plans and funding decisions, and it can reduce the chances that there are unexpected cost overruns.

Example of a Drug Project Budget

Here is an example of a Drug Development Cost Budget Model with input of expenses by month and by drug.

Example of a Drug Project Cost Budget for Pharma Companies

Example of a Drug Project Cost Budget for Pharma Companies

You can find hundreds of additional examples here

Who Uses This Type of Planning Model?

The typical users of this type of forecast and budget model are: R&D managers, budget managers, CFOs, analysts.

Other Reports Often Used in Conjunction with Drug Development Cost Budget

Progressive FP&A and R&D departments sometimes use several different Drug Development Cost Budgets, along with payroll budgets, capital expense budgets, forecasts, profit & loss reports, 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 Profit & Loss Variance Report for Pharmaceutical Companies

What is a Profit & Loss Variance Report?

Profit & Loss (P&L) Reports are considered monthly financial reporting tools and are used by CFOs and Executives to get a clear picture of profitability and variances. Some of the main functionality in this type of report is that it is parameter driven and combines a classic P&L layout with charts that highlight the KPIs in the report. The top of the report shows graphics with actual versus budget comparisons for Revenues, Profit, Profit Margin and Revenue per Employee. The columns on the left side of the report display Actual, Actual Last Year, Budget and Variances for the current month. The columns on the right side include: Year-to-date (YTD) actuals, YTD actuals for the prior year and variance. The traffic lights in the variance columns drives attention to major variances. You find an example of this type of report below.

Purpose of Profit & Loss Variance Reports

Pharmaceutical companies use Profit & Loss Variance Reports to provide leaders with a modern and easy-to-read format that makes it easy to capture key elements of the financial statement. When used as part of good business practices in finance and accounting departments, a company can improve its profitability with smarter and quicker revenue and cost decisions, and it can reduce the chances that managers miss important details in financial metrics.

Example of a Profit & Loss Variance Report

Here is an example of a Profit & Loss Report with charts, traffic light indicators and a modern layout.

Example of a Profit & Loss Variance Report for Pharmaceutical Companies

Example of a Profit & Loss Variance Report for Pharmaceutical Companies

You can find hundreds of additional examples here

Who Uses This Type of Report?

The typical users of this type of report are: CEOs, COOs, CFO’s, board members, financial analysts.

Other Reports Often Used in Conjunction with Profit & Loss Variance Reports

Progressive FP&A departments sometimes use several different Profit & Loss Variance Reports, along with balance sheets, cash flow statements, financial dashboards, 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

Example of a Clinical Trials Analysis Report for Pharmaceutical Companies

What is a Clinical Trials Analysis Report?

Clinical Trials Reports are considered operational monitoring tools and are used by product and trial managers to analyze expenses and statistical KPIs related to their drug trial programs. Some of the main functionality in this type of graphical report is that it offers comparative analysis for four different metrics, including: 1) Target versus actual cost by drug trial, 2) Target versus actual hours by drug trial, 3) Target versus actual participants by drug trial, and 4) Target versus actual cost by status. Below the charts (not visible in the image) is a report section with figures. You find an example of this type of graphical report below.

Purpose of Clinical Trials Analysis Reports

Pharmaceutical companies use Clinical Trials Analysis Reports to give managers an easy and graphical way to keep an eye on essential product trial metrics. When used as part of good business practices in Product and Clinical Trials departments, a company can improve its program planning, and it can reduce the chances that there are cost overruns or issues with trial participation.

Example of a Clinical Trials Analysis Report

Here is an example of a Clinical Trials Analysis Report with cost, hours and participant analysis.

Example of a Clinical Trials Analysis Report for Pharmaceutical Companies

Example of a Clinical Trials Analysis Report for Pharmaceutical Companies

You can find hundreds of additional examples here

Who Uses This Type of Graphical report?

The typical users of this type of graphical report are: Program managers, R&D managers, controllers, analysts, executives.

Other Reports Often Used in Conjunction with Clinical Trials Analysis Reports

Progressive Product and Clinical Trials departments sometimes use several different Clinical Trials Analysis Reports, along with clinical trial KPI dashboards, clinical trial reports, profit & loss reports, budget models and other management and control tools.

Where Does the Data for Analysis Originate From?

The Actual (historical transactions) data typically comes from clinical trial software 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 Reimbursement Analysis Dashboard for Pharma Companies

What is a Reimbursement Analysis Dashboard?

Reimbursement Dashboards are considered operational analysis tools and are used by program and product managers to review expenses and other metrics related to the company’s drug reimbursement program. Some of the main functionality in this type of report is that it provides graphical analysis of five key performance indicators (KPIs), including: 1) Year-to-date (YTD) costs of reimbursement requests, 2) Reimbursements by channel (hospitals, physicians, retail pharmacies, etc.) YTD, 3) Number of claims by reimbursement status (in process, paid, pending, to pay), 4) Top five claimants (hospital, patients, health plans, government, social workers), and 5) Reimbursement cost by product. You find an example of this type of dashboard below.

Purpose of Reimbursement Analysis Dashboards

Pharmaceutical companies use Reimbursement Analysis Dashboards to give managers self-service analysis that enables them to closely monitor expenses and other metrics related to the reimbursement program. When used as part of good business practices in Finance and Product departments, a company can improve its profitability and policies, and it can reduce the chances that managers miss trends and outliers that could have been used to improve program strategies.

Example of a Reimbursement Analysis Dashboard

Here is an example of a Reimbursement Dashboard with costs, top claimants and refunds by product.

Example of a Reimbursement Analysis Dashboard for Pharma Companies

Example of a Reimbursement Analysis Dashboard for Pharma Companies

You can find hundreds of additional examples here

Who Uses This Type of Report?

The typical users of this type of report are: Program managers, controllers, analysts, executives.

Other Reports Often Used in Conjunction with Reimbursement Analysis Dashboards

Progressive Finance and Product departments sometimes use several different Reimbursement Analysis Dashboards, along with reimbursement reports, profit & loss reports, KPI dashboards, annual budgets 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 Patient Assistance Dashboard for Pharmaceutical Companies

What is a Patient Assistance Dashboard?

Patient Assistance Dashboards are considered program analysis tools and are used by managers of patient initiatives and researchers to monitor performance and results of patient assistance programs. Some of the main functionality in this type of report is that it provides analysis from eight different perspectives, including: 1) Patient requests by status, 2) Medical advisory inquiries, 3) YTD enrollees by product, 4) Medical advisory inquiries by product, 5) Enrollees by eligibility criteria, and 6) Medical advisory inquiries by method. You find an example of this type of report below.

Purpose of Patient Advisory Dashboards

Pharmaceutical companies use Patient Advisory Dashboards to give managers a good understanding of results of active patient programs. When used as part of best practices in Product and Patient Program Departments, a company can improve its initiatives and service level, and it can reduce the chances that managers lack good field data when making their decisions.

Example of a Patient Advisory Dashboard

Here is an example of a Patient Assistance Dashboard with inquiries and enrollment metrics.

Example of a Patient Assistance Dashboard for Pharmaceutical Companies

Example of a Patient Assistance Dashboard for Pharmaceutical Companies

You can find hundreds of additional examples here

Who Uses This Type of Report?

The typical users of this type of report are: customer service leaders, researchers, product managers.

Other Reports Often Used in Conjunction with Patient Advisory Dashboards

Progressive Product and Patient Program departments sometimes use several different Patient Advisory Dashboards, along with detailed patient program reports, KPI 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 Sales Dashboard for Pharmaceutical Companies

What is a Sales Dashboard for Pharmaceutical Companies?

Sales Dashboards are considered revenue analysis tools and are used by sales managers and executives to compare sales performance and monitor monthly trends. Some of the main functionality in this type of report is that it provides analysis from eight different perspectives, including: 1) Products rankes by Net Sales and compared to Gross Sales, 2) Monthly trend for Net Sales and Gross Sales, 3) Sales compared by channel, 4) Reach by product, 5) Gross Sales and Net Sales by business unit, 6) Monthly trend in Gross Sales, 7) Product ranked by units sold, and 8) Samples given by product. You find an example of this type of report below.

Purpose of Sales Dashboards

Pharmaceutical companies use Sales Dashboards to provide sales leaders with an easy way to track product performance. When used as part of good business practices in sales and Financial Planning & Analysis (FP&A) departments, a company can improve its revenue strategies and it can reduce the chances that managers react slow to sales issues because of lack of information.

Example of a Sales Dashboard

Here is an example of a Sales Dashboard with comparisons and monthly trends.

Example of a Sales Dashboard for Pharmaceutical Companies

Example of a Sales Dashboard for Pharmaceutical Companies

You can find hundreds of additional examples here

Who Uses This Type of Report?

The typical users of this type of report are: Executives, Sales Leaders.

Other Reports Often Used in Conjunction with Sales Dashboards

Progressive sales and Financial Planning & Analysis (FP&A) departments sometimes use several different Sales Dashboards, along with sales forecasts, annual budgets, detailed sales reports, 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

Example of an Executive Dashboard for Pharma Companies

What is an Executive Dashboard?

Executive Dashboards are considered decision support tools and are used by leaders to monitor corporate KPIs. Some of the main functionality in this type of dashboard is that it provides analysis from five different perspectives, including: 1) Top sales producers with ranked gross sales and net sales, 2) Top sales channels, 3) Products ranked by volume, 4) Top payers ranked by net sales, 5) Monthly trend gross sales and net sales. You find an example of this type of dashboard below.

Purpose of Executive Dashboards

Pharmaceutical companies use Executive Dashboards to give senior leaders an easy way to watch performance and trends in core business areas. When used as part of good business practices in Executive departments, a company can improve its strategic decisions, and it can reduce the chances that discussions and related execution are slowed down by lack of available data.

Example of an Executive Dashboard

Here is an example of an Executive Dashboard with KPI rankings and monthly sales trends.

Example of an Executive Dashboard for Pharma Companies

Example of an Executive Dashboard for Pharma Companies

You can find hundreds of additional examples here

Who Uses This Type of Dashboard?

The typical users of this type of dashboard are: CEOs, COOs, CFO’s, board members.

Other Reports Often Used in Conjunction with Executive Dashboards

Progressive Executive departments sometimes use several different Executive Dashboards, along with financial statements, annual budgets, KPI 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 Weekly Project Status Report for Professional Services Organizations

What is a Weekly Project Status Report?

Weekly Project Status Reports are considered status tracking tools and are used by Project Managers (PMs) and Consulting Managers to display a quick status on each active project to give leaders internal dashboards and reports to show the overall health (e.g. green, yellow, red) across projects. Some of the main functionality in this type of report is that it can reduce or eliminate the need for other, manual project status tracking to give managers a quick health check on the company’s active projects. The report displays the status as a color (seen as the background color in the first columns) along with key project data. Fields to display can include: Client, Project status, Consulting, Light (status), PMO assigned, Consultant, Priority, Start date, and Last update. You find an example of this type of report below.

Purpose of Weekly Project Status Reports

Professional Services organizations use Weekly Project Status Reports to give service leaders a clear picture of the health of their delivery services. When used as part of good business practices in PMO and Consulting departments, a company can improve its ability to easily inform managers about project statuses across all clients to speed up tactical decisions, and it can reduce the chances that managers don’t notice important issues as early as possible.

Example of a Weekly Project Status Report

Here is an example of a Weekly Project Status Report with color coding and comments.

Example of a Weekly Project Status Report for Professional Services Organizations

You can find hundreds of additional examples here

Who Uses This Type of Report?

The typical users of this type of report are: Service Leaders, Project Managers, Consultants.

Other Reports Often Used in Conjunction with Weekly Project Status Report

Progressive PMO and Consulting departments sometimes use several different Weekly Project Status Report, along with Consultant billing reports, billing revenue dashboards, project dashboards, detailed project and summary reports, revenue forecast models, annual 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

Example of a Time and Expense Summary Report by Client for Professional Services Companies

What is a Time and Expense Summary Report?

Time and Expense Summary Reports are considered operational analysis tools and are used by Project Managers (PMs) and Consulting Managers to get clear insight to both hours and client billing amount details. Some of the main functionality in this type of report is that it can be run for any date range and for one or many clients. In the latter case, each client report is dynamically generated on a separate tab in the report. The rows (not all are visible in the example below) include both out-of-pocket expenses as well as hours and billing amounts, all adding up to a summary at the bottom of the report. Each row section is sub-grouped by consultant working for the client. The columns include: Dates, descriptions, tasks, hours/quantity, rate and amount. You find an example of this type of report below.

Purpose of Time and Expense Summary by Client Reports

Professional Services organizations use Time and Expense Summary by Client Reports to enable clear analysis of hours and expenses associated with each client for the selected date range. When used as part of good business practices in PMO and Consulting departments, a company can improve its client strategies and planning, and it can reduce the chances that poor decisions are made because of lack of good and clear client reports.

Example of a Time and Expense Summary by Client Reports

Here is an example of a multi-tab Client Time & Expense Report with project expenses, hours and billable amounts.

Example of a Time and Expense Summary Report by Client for Professional Services Companies

Example of a Time and Expense Summary Report by Client for Professional Services Companies

You can find hundreds of additional examples here

Who Uses This Type of Report?

The typical users of this type of report are: Service Leaders, Project Managers, Consultants.

Other Reports Often Used in Conjunction with Time and Expense Summary by Client Reports

Progressive PMO and Consulting departments sometimes use several different Time and Expense Summary by Client Reports, along with consultant billing reports, client dashboards, detailed project and summary reports, project forecast models, annual 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

Example of a Project Hours by Consultant Report for Professional Service Companies

What is a Project Hours by Consultant Report?

Project Hours Reports are considered operational analysis tools and are used by Consulting Managers to get a detailed picture of hours delivered by week by consultant and project. Some of the main functionality in this type of report is that it dynamically displays hours by week across the columns and consultants grouped by project down the rows. Filters on the report include: Starting week of the report, year, and project managers. The report can include thresholds and if the number of hours pass these then the applicable cells will switch to a red color. The far right of the report (not visible in the example below) shows Total Hours and the bottom of the report shows total hours across all projects per employee. If the report is run for multiple project managers (PMs) these will each have their projects on a separate tab (see bottom of the report). The first tab shows the summary across all PMs. On a separate tab, the report also shows all projects that are on hold. You find an example of this type of report below.

Purpose of Project Hours Reports by Consultant Reports

Professional Services organizations use Project Hours Reports by Consultant Reports to get an exact idea of all delivered project hours both per PM and in aggregate. When used as part of good business practices in PMO and Consulting departments, a company can improve its resource and planning decisions because it can track and analyze delivery hours on a week by week basis both at the most granular level as well as in aggregate, and it can reduce the chances that potential issues go undetected due to lack of visibility to delivered hours.

Example of a Project Hours Reports by Consultant Report

Here is an example of a Project Hours Report with separate tabs for summary, projects by PM and projects on hold.

Example of a Project Hours by Consultant Report for Professional Service Companies

Example of a Project Hours by Consultant Report for Professional Service Companies

You can find hundreds of additional examples here

Who Uses This Type of Report?

The typical users of this type of report are: Service Leaders, Project Managers, Budget Managers.

Other Reports Often Used in Conjunction with Project Hours Reports by Consultant Reports

Progressive PMO and Consulting departments sometimes use several different Project Hours Reports by Consultant, along with KPI dashboards, consultant billing reports, client dashboards, project detailed and summary reports, project forecast models, annual 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