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Example of an Executive Dashboard for Hospitality Companies

What is an Executive Dashboard for Hospitality Companies?

Executive Dashboards are considered performance monitoring tools and are used by leaders to analyze revenue variances and trends. Some of the main functionality in this dashboard is that it shows revenue across all the profit centers of a hospitality business. The five charts on the top of the dashboard show actual and budget revenues for hotel, casino restaurant, spa and golf. The same metrics are displayed as monthly trend charts at the bottom of the dashboard. You find an example of this type of dashboard below.

Purpose of Executive Dashboards

Hospitality companies use Executive Dashboards to give leaders an easy way to analyze the top revenue sources of the company. When used as part of good business practices in FP&A and Executive departments, a company can improve its growth strategies and revenues, and it can reduce the chances that leaders miss any key outliers and trends related to the top line.

Example of an Executive Dashboard

Here is an example of an Executive Dashboard with actual to budget variances and trend for revenue metrics across business areas.

Example of an Executive Dashboard for Hospitality Companies

Example of an Executive Dashboard for Hospitality 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, CFOs, VP of Sales and Board Members.

Other Reports Often Used in Conjunction with Executive Dashboards

Progressive FP&A and Executive departments sometimes use several different Executive Dashboards, along with sales dashboards, sales reports, KPI dashboards, profit & loss reports, sales forecasts, 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 Revenue Dashboard for Media Companies

What is a Revenue Dashboard for Media Companies?

Revenue Dashboards are considered financial analysis tools and are used by executives and sales managers to monitor revenues across business units, products and customers. Some of the main functionality in this type of dashboard is that it enables analysis across five different perspectives, including: 1) Total revenue, 2) Actual and budgeted revenue by business unit, 3) Revenue contribution (%) by division, 4) Top ten customers, and 5) Revenue by product (or service). You find an example of this type of dashboard below.

Purpose of Revenue Dashboards

Media companies use Revenue Dashboards to enable leaders with a self-service interface to easily see the main contributors to the company’s top line. When used as part of good business practices in Executive, Sales and Financial Planning & Analysis (FP&A) departments, a company can improve its growth strategies and increase revenues, and it can reduce the chances that lack of good performance insight leads to delayed decisions.

Example of a Revenue Dashboard

Here is an example of a Revenue Dashboard with actual and budget analysis as well as comparisons of top contributors across customers, products and business locations.

Example of a Revenue Dashboard for Media Companies

Example of a Revenue Dashboard for Media Companies

You can find hundreds of additional examples here

Who Uses This Type of Dashboard?

The typical users of this type of dashboard are: Sales managers, executives, analysts, CFOs.

Other Reports Often Used in Conjunction with Revenue Dashboards

Progressive Executive, Sales and Financial Planning & Analysis (FP&A) departments sometimes use several different Revenue Dashboards, along with detailed sales reports, profit & loss reports, financial dashboards, sales forecasts, 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 Revenue Dashboard for Higher Education Institutions

What is a Revenue Dashboard for Higher Education Institutions?

Revenue Dashboard are considered funding analysis tools and are used by executives and CFOs to quickly understand revenue sources and variances. Some of the main functionality in this type of dashboard is that it gives the user a simple way to analyze funding sources from six different perspectives: 1) Top five revenue sources with comparison of actual, actual last year and budget. Sources listed in the example include: Tuition, Web courses, Education sponsor, Consulting fees, Parking fees, 2) Total annual revenue with actual and budget comparison, 3) Table with ranked listing of all revenue sources and comparison of actual figures with actual last year, variance (%), budget and budget variance, 4) Build up of components of actual revenue, 5) Revenue by campus, and 6) Revenue by school. The user can apply filters using the “Filter Menu” on top of the screen. You find an example of this type of dashboard below.

Purpose of Higher Ed Revenue Dashboards

Universities and colleges use Higher Ed Revenue Dashboards to provide executives with different ways to slice and compare revenue streams. When used as part of good business practices in Financial Planning & Analysis (FP&A) departments, an organization can improve its decision speed and revenues, and it can reduce the chances that leaders miss important performance issues.

Example of a Higher Ed Revenue Dashboard

Here is an example of a Revenue Dashboard with comparison of different sources of funds as well as budget variances.

Example of a Revenue Dashboard for Higher Education Institutions

Example of a Revenue Dashboard for Higher Education Institutions

You can find hundreds of additional examples here

Who Uses This Type of Dashboard?

The typical users of this type of dashboard are: Boards, Executives and Office of Finance.

Other Reports Often Used in Conjunction with Higher Ed Revenue Dashboards

Progressive Financial Planning & Analysis (FP&A) departments sometimes use several different Higher Ed Revenue Dashboards, along with Financial statements, detailed funding reports, 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 Revenue Dashboard for Healthcare Providers

What is a Revenue Dashboard?

Revenue Dashboards for healthcare providers are considered performance analysis tools and are used by Executives and CFOs to monitor revenues metrics. Some of the main functionality in this type of dashboard is that it gives users a very easy and clean interface to review: 1) Revenue by patient type, 2) Revenue by facility, and 3) Monthly revenue trend with actual and budget comparison. The filters enable users to slice the visuals into more granular data. You find an example of this type of dashboard below.

Automate Your Healthcare Operations

Purpose of Revenue Dashboards for Healthcare Providers

Healthcare organizations use Revenue Dashboards to analyze trends and comparisons of income by patient type and from different facilities. When used as part of good business practices in a Financial Planning & Analysis (FP&A) department, an organization can improve its revenue generating strategies, and it can reduce the chances that important trends are missed with resulting impact on margins and surplus/deficit.

Example of a Revenue Dashboard for a Healthcare Provider

Here is an example of a Revenue Dashboard for healthcare providers with trends and budget comparison.

Example of a Revenue Dashboard for Healthcare Providers

Example of a Revenue Dashboard for Healthcare Providers

You can find hundreds of additional examples here

Who Uses This Type of Dashboard?

The typical users of this type of dashboard are: Executives, CFOs, analysts.

Other Reports Often Used in Conjunction with Revenue Dashboards

Progressive Financial Planning & Analysis (FP&A) departments sometimes use several different Revenue Dashboards, along with profit & loss reports, balance sheets, cash flow statements, annual budgets and forecasts, billing dashboards, detailed revenue reports and other management and control tools.

Solver for Healthcare Providers

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)

Automate Your Healthcare Operations

Corporate Performance Management (CPM) Cloud Solutions and More Examples

Revenue Dashboard Example for Distributors

What is a Revenue Dashboard for Distributors?

Revenue and Margin Dashboards are considered analysis tools and are used by executives and sales managers analyze revenue-related metrics. Some of the main functionality in this type of dashboard is that it provides six different views of sales and margin KPIs, including: 1) Revenue and gross Margin %, 2) Multiyear revenue trend, 3) Revenue by location, 4) Top 10 customers by sales for current versus prior year, 5) Revenue and margin histogram, and 6) Revenue and gross margin analysis by deal size. The filters in the top right corner enables drill-down into specific business units and periods. You find an example of this type of dashboard below.

Purpose of Revenue and Margin Dashboards

Distributors use Revenue and Margin Dashboards to give managers an easy, single screen interface to monitor key sales-related metrics. When used as part of good business practices in a Financial Planning & Analysis (FP&A) and Sales department, an organization can improve and speed up its revenue tactics and increase profitability, and it can reduce the chances that users miss the most important data that should drive their decisions.

Revenue and Margin Dashboards for Distributors – Example

Here is an example of a Revenue Dashboard for distributors that displays margins and trends from different viewpoints.

Revenue Dashboard Example for Distributors

Revenue Dashboard Example for Distributors

You can find hundreds of additional examples here

Who Uses This Type of Dashboard?

The typical users of this type of dashboard are: Executives, finance officers, sales managers.

Other Reports Often Used in Conjunction with Revenue and Margin Dashboards

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

Higher Education Revenue Dashboard Example

What is a Higher Education Revenue Dashboard?

Revenue dashboards are considered executive analysis tools and are used by financial officers and leaders to analyze trends and budget variances for the institution’s revenues. Some of the main functionality in this type of visualization report is that it provides insight into revenues from five different perspectives: 1) Actual versus budget for the current period, 2) Actual versus budget broken down by major revenue categories such as for Alumni, Tuition and Other, 3) Actual and budget revenue trend, 4) Revenue trend consolidated for all schools and/or campuses, and 5) Revenue for the current period broken down by detail account. You find an example of this type of visualization report below.

Purpose of Revenue Dashboards

Universities and colleges use Revenue Dashboards to provide executives with an easy, self-service method of analyzing essential revenue metrics. When used as part of good business practices in a Financial Planning & Analysis (FP&A) department, a higher education institution can improve its revenue-related strategies, and it can reduce the chances that the decisions are slowed down because managers lack clear and on-demand revenue insights.

Revenue Dashboard Example

Here is an example of a Revenue Dashboard with trends and budget variances.

Higher Education Revenue Dashboard Example

Higher Education Revenue Dashboard Example

You can find hundreds of additional examples here

Who Uses This Type of Visualization report?

The typical users of this type of visualization report are: Financial officers, executives, boards.

Other Visualization and Reports Often Used in Conjunction with Revenue Dashboards

Progressive Financial Planning & Analysis (FP&A) departments sometimes use several different Revenue Dashboards, along with  trial balances, consolidation reports, sources and uses of funds, balance sheets, KPI dashboards, transactional revenue 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

Revenue Dashboard Example for a Nonprofit Organization

What is a Revenue Dashboard for a Nonprofit Organization?

Revenue dashboards are considered important analysis tools and are used by for executives and revenue managers to track trends and variances in their sources of funding. Some of the key functionality in this type of visual report is that it it provides a mix of graphical analysis as well as a report (partially visible at the bottom of the screenshot below). The user can choose filters for department and time period to see the data they are looking for. The report covers revenues from grants, products & services and, when applicable, membership dues. You find an example of this type of visual report below.

Purpose of Nonprofit Revenue Dashboards

Nonprofits and associations use Revenue Dashboards to easily analyze their revenue performance versus budgets and targets. When used as part of good business practices in a Financial Planning & Analysis (FP&A) department, an organization can improve its strategies and reaction time to changing market conditions as well as reduce the chances that managers miss important trends and variances.

Nonprofit Revenue Dashboard Example

Here is an example of a Nonprofit Revenue Dashboard with a report section and dynamic parameters.

Revenue Dashboard Example for a Nonprofit Organization

Revenue Dashboard Example for a Nonprofit Organization

You can find hundreds of additional examples here

Who Uses This Type of Visual report?

The typical users of this type of visual report are: Executives, financial managers and revenue managers.

Other Visual reports Often Used in Conjunction with Nonprofit Revenue Dashboards

Progressive Financial Planning & Analysis (FP&A) departments sometimes use several different Nonprofit Revenue Dashboards, along with financial statements, budget models, grants dashboards, membership dashboards and other management and control tools.

Where Does the Data for Analysis Originate From?

The Actual (historical transactions) data typically comes from dedicated membership 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