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Example of a Sales Trend by Product Class Report for a Retail Company

What is a Sales Trend by Product Class Report?

Sales trend reports are considered critical management tools and are used by sales and product category managers to better understand year-over-year variances and monthly trends. Some of the main functionality in this type of dashboard report is that it combines detailed monthly metrics with powerful analytical charts. The top section of the report shows two years of monthly sales in addition to variances in amounts and percent. The traffic lights helps focus the user’s attention to significant variances. The rows display products by category. The bottom portion of the report provides trend and variance charts. You find an example of this type of dashboard report below.

Purpose of Sales Trend by Product Class Reports

Retail businesses use Sales by Product Class reports to give managers a multi-year overview of sales for each of its product categories. When used as part of good business practices in retail operations, a company can improve its product decisions related to sales performance as well as reduce the chances that important product sales trends go undetected.

Sales Trend by Product Class Report Example

Here is an example of a Sales Trend by Product Class report with detailed monthly figures for current and prior year as well as a section for graphical analysis.

Example of a Sales Trend by Product Class Report for a Retail Company

Example of a Sales Trend by Product Class Report for a Retail Company

You can find hundreds of additional examples here

Who Uses This Type of Dashboard report?

The typical users of this type of dashboard report are: Executives, store and regional managers, category managers.

Other Dashboard and Reports Often Used in Conjunction with Sales by Product Class Reports

Progressive retail operations departments sometimes use several different Sales by Product Class Reports, along with general sales forecasts and budgets, sales dashboards, KPI dashboards and other management and control tools.

Where Does the Data for Analysis Originate From?

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

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

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

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

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

Corporate Performance Management (CPM) Cloud Solutions and More Examples

Example of a Sales Report by Product and Store for a Retail Company

What is a Sales Report by Product and Store?

Product and store sales reports are considered essential operational analysis tools and are used by sales and product category managers to compare performance by store and region. Some of the main functionality in this type of dashboard report is that it combines variance analysis with store benchmarking. The columns display major product categories and within each of these the user finds current month, same period last year and variances. The rows dynamically list the chosen regions and the store locations within each region. You find an example of this type of dashboard report below.

Purpose of Product and Store Sales Reports

Retail businesses use Product and Store Sales Reports to benchmark sales performance across stores and regions. When used as part of good business practices in retail operations, a company can improve its store and territory decisions as well as reduce the chances that to underperformers go undetected for longer periods of time.

Product and Store Sales Report Example

Here is an example of a Sales Report comparing stores and product categories.

Example of a Sales Report by Product and Store for a Retail Company

Example of a Sales Report by Product and Store for a Retail Company

You can find hundreds of additional examples here

Who Uses This Type of Dashboard report?

The typical users of this type of dashboard report are: Executives, store and regional managers, category managers.

Other Dashboard reports Often Used in Conjunction with Product and Store Sales Reports

Progressive retail operations departments sometimes use several different Product and Store Sales Reports, along with general sales forecasts and budgets, sales dashboards, KPI dashboards, consolidation reports and other management and control tools.

Where Does the Data for Analysis Originate From?

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

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

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

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

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

Corporate Performance Management (CPM) Cloud Solutions and More Examples

Example of a Product Dashboard for a Retail Company

What is a Product Dashboard for a Retail Company?

Product dashboards are considered operational reports and are used by product managers and store managers to analyze trends and budget variances. Some of the main functionality in this type of dashboard is that it has seven different KPI charts. These include: Sales and gross margin by product class, monthly sales and gross margin trend, top and bottom products, and product inventory. You find an example of this type of dashboard below.

Purpose of Product Dashboards

Retail businesses use Product Dashboards to provide managers with an easy, self-service solution to monitor product performance. When used as part of good business practices in retail operations, a company can improve its inventory, marketing and sales decisions as well as reduce the chances that to product performance goes under the radar for managers.

Product Dashboard Example

Here is an example of a Product Dashboard with budget variances and trend analysis.

Example of a Product Dashboard for a Retail Company

Example of a Product Dashboard for a Retail Company

You can find hundreds of additional examples here

Who Uses This Type of Dashboard?

The typical users of this type of dashboard are: Product managers, store and regional managers.

Other Dashboards Often Used in Conjunction with Product Dashboards

Progressive retail operations departments sometimes use several different Product Dashboards, along with general sales forecasts and budgets, sales dashboards, inventory 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 management systems or enterprise resource planning (ERP) systems like: Microsoft Dynamics 365 (D365) Finance, Microsoft Dynamics 365 Business Central (D365 BC), Microsoft Dynamics AX, Microsoft Dynamics NAV, Microsoft Dynamics GP, Microsoft Dynamics SL, Sage Intacct, Sage 100, Sage 300, Sage 500, Sage X3, SAP Business One, SAP ByDesign, Acumatica, Netsuite and others.

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

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

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

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

Corporate Performance Management (CPM) Cloud Solutions and More Examples

Example of a Store Performance Dashboard for a Retail Company

What is a Store Performance Dashboard for a Retail Company?

Store performance reports are considered operational dashboards and are used by corporate offices and regional managers to analyze store sales and to benchmark performance. Some of the main functionality in this type of dashboard is that it it compares actual and budget revenues and profit across stores. It also shows the monthly trend for these two metrics. The two pie charts displays the top 5 and bottom 5 store locations. The dashboard also shows square foot per store and revenue per square foot per store. You find an example of this type of dashboard below.

Purpose of Store Performance Dashboards

Retailers use Store Performance Dashboards to make it easy for managers to analyze and benchmark KPIs across a chosen group of store locations. When used as part of good business practices in a retail operations department, a company can improve its decision-making related to store management, products and other performance variables as well as reduce the chances that executives don’t have good visibility to the large variations in store performance as soon as numbers are available.

Store Performance Dashboard Example

Here is an example of a Store Performance Dashboard with budget variance analysis and benchmarking.

Example of a Store Performance Dashboard for a Retail Company

Example of a Store Performance Dashboard for a Retail Company

You can find hundreds of additional examples here

Who Uses This Type of Dashboard?

The typical users of this type of dashboard are: Retail executives, CFOs, regional managers, store managers.

Other Dashboards Often Used in Conjunction with Store Performance Dashboards

Progressive retail operations departments sometimes use several different Store Performance Dashboards, along with general sales forecasts and budgets, sales 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 management systems or enterprise resource planning (ERP) systems like: Microsoft Dynamics 365 (D365) Finance, Microsoft Dynamics 365 Business Central (D365 BC), Microsoft Dynamics AX, Microsoft Dynamics NAV, Microsoft Dynamics GP, Microsoft Dynamics SL, Sage Intacct, Sage 100, Sage 300, Sage 500, Sage X3, SAP Business One, SAP ByDesign, Acumatica, Netsuite and others.

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

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

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

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

Corporate Performance Management (CPM) Cloud Solutions and More Examples

Example of an Executive Dashboard for a Retail Company

What is an Executive Dashboard for a Retail Company?

Executive dashboards are considered essential management tools and are used by senior managers to analyze and monitor the key performance drivers of the company. Some of the main functionality in this type of dashboard is that it can be viewed for any period and retail entity. It contains eight charts that provides analysis of revenue, profit and headcount. These include Revenue by region, by month, by full time employee equivalent (FTE), as well as for the top products and top stores. Other charts display profit by region and monthly profit trend. You find an example of this type of dashboard below.

Purpose of Executive Dashboards for Retailers

Retailers use Executive Dashboards to make it easy for top management to analyze key performance indicators (KPIs) for the retail business. When used as part of good business practices in a Financial Planning & Analysis (FP&A) and Executive Department, a company can improve its speed and agility of decision-making as well as reduce the chances that executives operate in the dark because of lack of real-time, self-service analysis.

Executive Dashboards for a Retailer – Example

Here is an example of a Dashboard for Retail Executives with comparative and trend analysis.

Example of an Executive Dashboard for a Retail Company

Example of an Executive Dashboard for a Retail Company

You can find hundreds of additional examples here

Who Uses This Type of Dashboard?

The typical users of this type of dashboard are: Retail executives, board members, regional managers.

Other Dashboards Often Used in Conjunction with Executive Dashboards for Retailers

Progressive Financial Planning & Analysis (FP&A) and Executive departments sometimes use several different Executive Dashboards for Retailers, along with general sales forecasts and budgets, balance sheets, cash flow statements and other management and control tools.

Where Does the Data for Analysis Originate From?

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

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

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

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

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

Corporate Performance Management (CPM) Cloud Solutions and More Examples

Profit & Loss Variance Report Example for a Retail Company

What is a Profit & Loss Variance Report ?

Profit & Loss (P&L) reports are considered perhaps the most popular monthly financial statement format and are used by executives and financial managers to review monthly results as well as variances against budget and prior year. Some of the main functionality in this type of report is that it is a dynamic, web-based report where users pick the month and entity to run the report for. The format below shows traffic lights to highlight significant variances. The rows expand dynamically based on filters that determine which accounts to include. Users can drill down on any number to explore the underlying transaction detail to quickly answer their questions.. You find an example of this type of report below.

Purpose of Monthly P&L Variance Reports

Retailer companies use Monthly P&L Variance Reports to provide professional, self-service financial results to their managers. When used as part of good business practices in a Financial Planning & Analysis (FP&A) department, a company can improve its focus on variances and profit analysis capabilities as well as reduce the chances that managers do not properly analyze reports because of old, hard-to-read legacy formats.

Monthly P&L Variance Report Example

Here is an example of a Monthly Profit & Loss Report with budget and prior year variances.

Retail – P&L Variance Report

You can find hundreds of additional examples here

Who Uses This Type of Report?

The typical users of this type of report are: Corporate executives, controllers, store managers, regional managers.

Other Reports Often Used in Conjunction with Monthly P&L Variance Reports

Progressive Financial Planning & Analysis (FP&A) departments sometimes use several different Monthly P&L Variance Reports, along with general sales forecasts and budgets, balance sheets, cash flow statements and other management and control tools.

Where Does the Data for Analysis Originate From?

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

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

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

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

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

Corporate Performance Management (CPM) Cloud Solutions and More Examples

Example of a Sales Report by Store and Region for a Retail Company

What is a Sales Report by Store and Region?

Retail sales reports by location are considered revenue analysis tools and are often used by corporate, regional and store managers to track sales performance for each store and the regions they roll up to. Some of the key functionality in this type of report is that it compares actual to last year and actual to budget for store- and regional sales. The year-to-date columns can be expanded to see each individual month. The traffic lights highlight important variances. You find an example of this type of report below.

Purpose of Sales Reports by Store and Region

Retail companies use Sales Reports by Store and Region to make it easy for managers to quickly get a complete picture of sales performance across all locations and geographies. When used as part of good business practices in a Financial Planning & Analysis (FP&A) department, a company can improve its corporate revenue analysis and decision-making as well as reduce the chances that poor performance goes undetected for a longer time than necessary.

Sales Reports by Store and Region Example

Here is an example of a self-service, web-based Retail Sales Report by store and region.

Example of a Sales Report by Store and Region for a Retail Company

Example of a Sales Report by Store and Region for a Retail Company

You can find hundreds of additional examples here

Who Uses This Type of Report?

The typical users of this type of report are: Corporate executives, store managers, regional managers.

Other Reports Often Used in Conjunction with Sales Reports by Store and Region

Progressive Financial Planning & Analysis (FP&A) Departments sometimes use several different Sales Reports by Store and Region, along with sales forecasts and budgets, sales 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

Example of a Consolidating Profit & Loss Report for a Retail Company

What is a Consolidating Profit & Loss Report for a Retail Company?

Consolidation reports are considered essential financial statements and are often used by accountants and controllers to show financial performance for individual stores and consolidated for the company. Some of the key functionality in this type of report is that it dynamically lists selected stores or regions across the columns with a consolidated total. The charts on the top of the reports provides easy comparisons. The report can be produced both for actual data as well as budgets and forecasts. The rows show a typical revenue and expense layout for a retail P&L report. The user can drill down on any figure to see the underlying detail. You find an example of this type of report below.

Purpose of Consolidating Profit & Loss Reports

Retail companies use Consolidating Profit & Loss Reports to give corporate managers a quick and easy monthly snapshot of profitability across all retail locations as well as in total. When used as part of good business practices in a Financial Planning & Analysis (FP&A) department, a company can improve its performance analysis and speed up decision-making as well as reduce the chances that weak profitability goes undetected for a longer time than necessary.

Consolidating Retail Profit & Loss Report Example

Here is an example of a Consolidating Profit & Loss Report with store locations across the columns.

Example of a Consolidating Profit & Loss Report for a Retail Company

Example of a Consolidating Profit & Loss Report for a Retail Company

You can find hundreds of additional examples here

Who Uses This Type of Report?

The typical users of this type of report are: Corporate executives, controllers, store managers, regional managers.

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

Progressive Financial Planning & Analysis (FP&A) Departments sometimes use several different Consolidating Profit & Loss Reports, along with sales forecasts and budgets, balance sheets, cash flow statements 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

Weekly Sales Budget for a Retail Company - Example

What is a Weekly Sales Budget?

Detailed price and quantity sales estimates are considered a critical part of a retail company’s budget and forecast processes, and are often used by regional sales executives and store managers to capture expected product sales in future weeks and months. Key functionality in this type of model automatically pulls up the item price and cost (entered in a different template) and then multiplies it with the quantity figures entered in the form seen below. This drives the expected sales amount per product, per store and in total for the company. As seen below, the input forms allows for 4-4-5 breakdown of weeks. You will find an example of this type of model below.

Purpose of Sales Planning by Week

Retail companies use Sales Planning by Week to simplify the data capture of volume estimates from regional or store managers, and to get a detailed view of expected sales quantities and revenues by product. When used as part of good business practices in a Financial Planning & Analysis (FP&A) department, a company can improve its sales forecast accuracy which helps to budget for expenses and investments, as well as, reduce the chances that sales revenues become sub-optimized due to poor inventory planning.

Sales Planning by Week Example

Here is an example of Sales Planning input form that captures expected sales quantities by week.

Weekly Sales Budget for a Retail Company - Example

Weekly Sales Budget for a Retail Company – Example

You can find hundreds of additional examples here.

Who Uses This Type of Model?

The typical users of this type of model are: Budget managers, regional sales managers, product managers.

Other Models Often Used in Conjunction with Sales Planning 

Progressive Financial Planning & Analysis (FP&A) Departments sometimes use several different Sales Planning templates, along with product price and cost budgets, capex, operating expenses, cash flow plans 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

Sales Price and Cost Budget per Product for a Retail Company

What is a Sales Price and Cost Budget per Product?

Product price and cost budget templates are considered an essential component of a retail sales budget or forecast and are used by regional sales executives and store managers to plan for weekly or monthly sales. Key functionality in this type of input form displays items by product group down the rows and Price and Cost in the columns. Using budget versioning, multiple price and cost scenarios can be created. The resulting figures are pulled up in a Quantity input template and used to calculate the total expected sales revenue per item. While a corporate user often enters the price and cost in this template, it is typical that regional managers or store managers later capture the forecasted sales quantities. You will find an example of this type of input form below.

Purpose of Product Price and Cost Models

Retail companies use Product Price and Cost Models to easily capture detailed estimates per item that is then multiplied with sales quantity forecasts to drive the total sales revenue per product, store, region and when consolidated. When used as part of good business practices in a Financial Planning & Analysis (FP&A) department, a retail corporation can improve its sales forecast accuracy which helps to budget for expenses and investments, as well as, reduce the chances that inventories end up too high or too low.

Product Price and Cost Budget Model Example

Here is an example of Retail planning template for Product Price and Cost.

Sales Price and Cost Budget per Product for a Retail Company

Sales Price and Cost Budget per Product for a Retail Company

You can find hundreds of additional examples here.

Who Uses This Type of Input Form?

The typical users of this type of input form are: Budget managers, regional sales managers, product managers.

Other Input Forms Often Used in Conjunction with Product Price and Cost Models

Progressive Financial Planning & Analysis (FP&A) Departments sometimes use several different Product Price and Cost Models, along with sales quantity budgets, capex, operating expenses, cash flow plans 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