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Example of a Top Ten Customers by Profitability Report for banks

What is a Top Ten Customers by Profitability Report for Banks?

Top Customer by Profitability Reports are considered customer ranking reports and are used by managers and account executives to get a snapshot of the top most profitable customer by branch. Some of the main functionality in this type of report is that it groups and ranks the top 10 customers by branch location. The columns include: Average account balance, Total revenue, Total expense, and Net profit. The color indicators help the user quickly see important metrics. You find an example of this type of report below.

Purpose of Top Customers by Profitability Reports

Banks use Top Customers by Profitability Reports to at any time be able to identify their most important customers at the branch level and overall. When used as part of good business practices in Executive- and Account Management departments, a bank can improve its customer retention strategies, and it can reduce the chances that top customers are not getting the optimal nurturing.

Example of a Top Customers by Profitability Report

Here is an example of a Top Ten Customer Report that ranks each customer based on profitability and groups them by branch.

Example of a Top Ten Customers by Profitability Report for banks

Example of a Top Ten Customers by Profitability 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: Account executives, production managers, branch managers, analysts.

Other Reports Often Used in Conjunction with Top Customers by Profitability Reports

Progressive Executive- and Account Management departments sometimes use several different Top Customers Reports, along with detailed customer transaction reports, financial statements, annual budgets, KPI dashboards, customer dashboards and other management and control tools.

Where Does the Data for Analysis Originate From?

The Actual (historical transactions) data typically comes from bank 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 Top Ten Members by Profitability Report for credit unions

What is a Top Ten Members by Profitability Report?

Top Members by Profitability Reports are considered customer ranking reports and are used by managers and account executives to get a snapshot of the top most profitable members. Some of the main functionality in this type of report is that it groups the top 10 members by branch location and then ranks them based on profitability. The columns include: Average account balance, Total revenue, Total expense, and Net profit. The color indicators help the user quickly see important metrics. You find an example of this type of report below.

Purpose of Top Members by Profitability Reports

Credit Unions use Top Members by Profitability Reports to at any time be able to identify their most important members at the branch level and overall. When used as part of good business practices in Executive- and Account Management departments, a company can improve its member retention strategies, and it can reduce the chances that top members are not getting the optimal nurturing.

Example of a Top Members by Profitability Report

Here is an example of a Top Ten Member Report that ranks members based on profitability and groups them by branch.

Example of a Top Ten Members by Profitability Report for credit unions

Example of a Top Ten Members by Profitability 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: Account executives, production managers, branch managers, analysts.

Other Reports Often Used in Conjunction with Top Members by Profitability Reports

Progressive Executive- and Account Management departments sometimes use several different  Members Profitability Reports, along with detailed member transaction reports, financial statements, annual budgets, KPI dashboards, Member dashboards and other management and control tools.

Where Does the Data for Analysis Originate From?

The Actual (historical transactions) data typically comes from membership 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 an Agent Sales Ranking Dashboard for Real Estate Companies

What is a Real Estate Agent Sales Ranking Dashboard?

Agent sales ranking dashboards are considered performance benchmarking tools and are used by executives and sales leaders to closely track how each real estate agent is performing. Some of the main functionality in this type of graphical report is that it is parameter driven and displays sales metrics both graphically and as figures (below the chart section seen in the image below). The first chart shows real estate agents ranked by sales amount for the period and with comparison of actual and budget. The second chart shows agents ranked by unit sales. You find an example of this type of graphical report below.

Purpose of a Real Estate Agent Sales Ranking Dashboards

Real Estate companies use Agent Sales Ranking Dashboards to give leaders an easy way to see high-, mid- and low sales performers in real time. When used as part of good business practices in Sales and Financial Planning and Analysis (FP&A) departments, a company can improve its agent strategies and increase revenues, and it can reduce the chances that low performers are left without support or other tactical action.

Example of a Real Estate Agent Sales Ranking Dashboard

Here is an example of a Real Estate Agent Sales Ranking Dashboard with actual to budget variances and agent ranking.

Example of an Agent Sales Ranking Dashboard for Real Estate Companies

Example of an Agent Sales Ranking Dashboard for Real Estate 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: Sales Executives, CFOs, regional sales managers, budget managers and agents.

Other Reports Often Used in Conjunction with Agent Sales Ranking Dashboards

Progressive Sales and Financial Planning and Analysis (FP&A) departments sometimes use several different Agent Sales Ranking Dashboards, along with detailed sales reports, KPI dashboards, financial statements, annual budget models, corporate 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

Top 20 Vendor Accounts Payable (AP) Report Example

What is a Top 20 Vendor Accounts Payable (AP) Report?

Top 20 AP reports are considered operational reports and are used by accountants and AP managers to quickly see the vendors that are owed the most money. Some of the key functionality in this type of report is that it can be run for any period and it will then list the top 20 vendors in ranked order based on the amount owed to them. The top right chart shows the ranked list of vendors and the left chart shows what percent the top 3 vendors makes up out of the AP to the top 20 vendors. You find an example of this type of report below.

Purpose of Top 20 AP Vendor Reports

Companies and organizations use Top 20 AP Vendor Reports to help prioritize payments and assess impact on the company’s cash. When used as part of good business practices in a accounting department, a company can improve its liquidity as well as reduce the chances that large upcoming vendor payments causes issues because they are coming as a surprise.

Top 20 AP Vendor Report Example

Here is an example of a analytical Top 20 AP Report.

Top 20 Vendor Accounts Payable (AP) Report Example

Top 20 Vendor Accounts Payable (AP) Report Example

You can find hundreds of additional examples here

Who Uses This Type of Report?

The typical users of this type of report are: Controllers, accountants, AP managers, purchasing managers.

Other Reports Often Used in Conjunction with Top 20 AP Vendor Reports

Progressive Accounting departments sometimes use several different Top 20 AP Vendor Reports, along with payables reports, purchase order reports, expense reports, expense dashboards and other management and control tools.

Where Does the Data for Analysis Originate From?

The Actual (historical transactions) data 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

Top 20 Customer Accounts Receivable (AR) Aging Report Example

What is a Top 20 Customer Accounts Receivable (AR) Aging Report?

Top 20 AR Aging are considered operational reports and are used by accountants and AR managers to quickly see the customers that owes the most money. Some of the key functionality in this type of report is that it can be run for any period and it will list the top 20 customers in ranked order based on their outstanding debt to the business. The right chart shows the ranked list of customers and the left chart shows what percent the top 3 customers makes up out of the total AR from the top 20 customers. You find an example of this type of report below.

Purpose of Top 20 AR Aging Reports

Companies and organizations use Top 20 AR Aging Reports to make it easy to monitor the customers with the most significant outstanding debt to the business. When used as part of good business practices in a Accounting department, a company can improve its liquidity as well as reduce the chances that significant bad debt occurs.

Top 20 AR Aging Report Example

Here is an example of a analytical Top 20 AR Aging Report.

Top 20 Customer AR Aging Report

You can find hundreds of additional examples here

Who Uses This Type of Report?

The typical users of this type of report are: Controllers, accountants, collection managers.

Other Reports Often Used in Conjunction with Top 20 AR Aging Reports

Progressive accounting departments sometimes use several different Top 20 AR Aging Reports, along with receivables reports, sales reports, receivables and cash dashboards and other management and control tools.

Where Does the Data for Analysis Originate From?

The Actual (historical transactions) data 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 Sales by Sales Person with Ranking and Trend Analysis Report

What is a Sales by Sales Person with Ranking and Trend Analysis Report?

Sales person-focused reports are considered sales analytics tools and are often used by sales executives and their team to determine how each sales person is performing both in terms of volume and sales amounts. Some of the key functionality in this category of analytical report is that it combines chart visualizations with a numerical report section. The top of the report shows sales people ranked by year-to-date (YTD) sales amounts and the second chart shows actual current year YTD sales versus last year. The numerical section at the bottom shows each sales person down the rows and each month up to the current period, last year YTD and variance across the columns. You find an example of this type of report below.

Purpose of Sales person-focused sales reports

Companies and organizations use Sales person-focused sales reports to get a quick snapshot of individual team member performance with drill down to transactional detail for quick answers. When used as part of good business practices in a sales department, a company can improve its comparative analysis and sales person performance tracking as well as reduce the chances that underperforming team members go undetected for longer than necessary.

Sales person-focused sales report Example

Here is an example of a Sales by Sales Person Report with ranking and monthly trend analysis.

Example of Sales by Sales Person with Ranking and Trend Analysis Report

Example of Sales by Sales Person with Ranking and Trend Analysis Report

You can find hundreds of additional examples here

Who Uses This Type of Analytical report?

The typical users of this type of analytical report are: Sales executives, sales team members.

Other Analytical reports Often Used in Conjunction with Sales person-focused sales reports

Progressive sales and product management Departments sometimes use several different Sales person-focused reports, along with sales summary reports, sales dashboards, regional and top sales person 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 Product Sales with Ranking and Trend Analysis Report

What is a Product Sales with Ranking and Trend Analysis Report?

Product-focused sales reports are considered sales analytics tools and are often used by sales executives and product managers to determine how each product is performing both in terms of volume and sales amount. Some of the key functionality in this type of analytical report is that it combines chart visualizations with a numerical report sections. The top of the report shows products ranked by year-to-date (YTD) sales amounts, the second chart shows actual current year YTD sales versus last year. The numerical section at the bottom shows each product down the rows and each month up to the current period, last year YTD and variance across the columns. You find an example of this type of analytical report below.

Purpose of Product-focused sales reports

Companies and organizations use product-focused sales reports to to get a quick snapshot of product performance with drill down to transactional detail for quick answers. When used as part of good business practices in a sales and product management department, a company can improve its comparative analysis and product performance tracking as well as reduce the chances that underperforming products go undetected for longer than necessary.

Product-focused sales report Example

Here is an example of a Product Sales Report with ranking and monthly trend analysis.

Example of Product Sales with Ranking and Trend Analysis Report

Example of Product Sales with Ranking and Trend Analysis Report

You can find hundreds of additional examples here

Who Uses This Type of Analytical report?

The typical users of this type of analytical report are: Sales executives, product managers.

Other Analytical reports Often Used in Conjunction with Product-focused sales reports

Progressive sales and product management Departments sometimes use several different Product-focused sales reports, along with sales summary reports, sales dashboards, regional and sales person 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