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Example of a Product KPI Report for Banks

What is a Product KPI Report for Banks?

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

Purpose of Product Reports

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

Example of a Product Report

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

Example of a Product KPI Report for Banks

Example of a Product KPI Report for Banks

You can find hundreds of additional examples here

Who Uses This Type of KPI report?

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

Other Reports Often Used in Conjunction with Product Reports

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

Where Does the Data for Analysis Originate From?

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

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

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

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

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

Corporate Performance Management (CPM) Cloud Solutions and More Examples

Example of a CFO Dashboard for Banks

What is a CFO Dashboard for Banks?

CFO Dashboards are considered financial analysis tools and are used by CFOs and financial managers to monitor trends and budget variances for key financial metrics. Some of the main functionality in this type of dashboard is that it provides graphical analysis of eight different metrics, including: 1) Actual versus budgeted revenues by product, 2) Monthly revenue trend, 3) Actual and budget revenue comparison for departments, 4) Monthly expense trend, 5) Actual and budget revenue comparison by branch, 6) Monthly profit trend, 7) Top products by revenue, and 8) Bottom products by revenue. You find an example of this type of dashboard below.

Purpose of CFO Dashboards

Banks use CFO Dashboards to enable financial leaders to look beyond classic financial statements in their analysis. When used as part of good business practices in Financial Planning & Analysis (FP&A) departments, a bank can improve its expense control and profitability, and it can reduce the chances that any important outliers or trends are detected too late for corrective decisions.

Example of a CFO Dashboard

Here is an example of a Bank CFO Dashboard for actual and budget comparisons and trend analysis.

Example of a CFO Dashboard for Banks

Example of a CFO Dashboard for Banks

You can find hundreds of additional examples here

Who Uses This Type of Dashboard?

The typical users of this type of dashboard are: CFOs, Analysts, Product Managers, Budget Managers.

Other Reports Often Used in Conjunction with CFO Dashboards

Progressive Financial Planning & Analysis (FP&A) departments sometimes use several different CFO Dashboards, along with profit & loss reports, balance sheets, cash flow statements, budget models, forecasts and other management and control tools.

Where Does the Data for Analysis Originate From?

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

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

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

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

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

Corporate Performance Management (CPM) Cloud Solutions and More Examples

Example of an Executive Dashboard for Banks

What is an Executive Dashboard for Banks?

Executive Dashboards are considered analysis tools and are used by leaders to track financial performance. Some of the main functionality in this type of dashboard is that it provides analysis of revenues, expenses and profit with comparisons to benchmark bank branches. The dashboard enables analysis from nine different perspectives: 1) Actual and budget revenues by branch, 2) Actual and budget expenses by branch, 3) Actual and budget profit by branch, 4) Monthly revenue trend, 5) Monthly expense trend, 6) Monthly profit trend, 7) Top five branches by revenue, 8) Top five branches by expenses, 9) Top five branches by profit. You find an example of this type of dashboard below.

Purpose of Executive Dashboards

Banks use Executive Dashboards to give leaders an easy way to review performance and benchmark financial metrics across their bank branches. When used as part of good business practices in Executive and Financial Planning & Analysis (FP&A) departments, a bank can improve its strategies and profitability, and it can reduce the chances that decision-makers lack real-time understanding of KPIs.

Example of an Executive Dashboard

Here is an example of a Bank Executive Dashboard with revenue, expense and profit comparisons across branches.

Example of an Executive Dashboard for Banks

Example of an Executive Dashboard for Banks

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, Regional Managers, Branch Managers.

Other Reports Often Used in Conjunction with Executive Dashboards

Progressive Executive and Financial Planning & Analysis (FP&A) departments sometimes use several different Executive Dashboards, along with profit & loss reports, balance sheets, cash flow statements, budget models, forecasts and other management and control tools.

Where Does the Data for Analysis Originate From?

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

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

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

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

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

Corporate Performance Management (CPM) Cloud Solutions and More Examples

Example of a CFO Dashboard for Credit Unions

What is a CFO Dashboard?

CFO Dashboards are considered financial analysis tools and are used by CFOs and financial managers to monitor trends and budget variances for key financial metrics. Some of the main functionality in this type of dashboard is that it provides graphical analysis of eight different metrics, including: 1) Actual versus budgeted revenues by product, 2) Monthly revenue trend, 3) Actual and budget revenue comparison for departments, 4) Monthly expense trend, 5) Actual and budget revenue comparison by branch, 6) Monthly profit trend, 7) Top products by revenue, and 8) Bottom products by revenue. You find an example of this type of dashboard below.

Purpose of CFO Dashboards

Credit Unions use CFO Dashboards to enable financial leaders to look beyond classic financial statements in their analysis. When used as part of good business practices in Financial Planning & Analysis (FP&A) departments, a company can improve its expense control and profitability, and it can reduce the chances that any important outliers or trends are detected too late for corrective decisions.

Example of a CFO Dashboard

Here is an example of a Credit Union CFO Dashboard for actual and budget comparisons and trend analysis as well as actual to budget comparisons.

Example of a CFO Dashboard for Credit Unions

Example of a CFO Dashboard for Credit Unions

You can find hundreds of additional examples here

Who Uses This Type of Dashboard?

The typical users of this type of dashboard are: CFOs, Analysts, Product Managers, Budget Managers.

Other Reports Often Used in Conjunction with CFO Dashboards

Progressive Financial Planning & Analysis (FP&A) departments sometimes use several different Financial Dashboards, along with profit & loss reports, balance sheets, cash flow statements, budget models, forecasts and other management and control tools.

Where Does the Data for Analysis Originate From?

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

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

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

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

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

Corporate Performance Management (CPM) Cloud Solutions and More Examples

Example of an Executive Dashboard for Credit Unions

What is an Executive Dashboard for Credit Unions?

Executive Dashboards are considered analysis tools and are used by leaders to track financial performance. Some of the main functionality in this type of dashboard is that it provides analysis of revenues, expenses and profit with comparisons to benchmark credit union branches. The dashboard enables analysis from nine different perspectives: 1) Actual and budget revenues by branch, 2) Actual and budget expenses by branch, 3) Actual and budget profit by branch, 4) Monthly revenue trend, 5) Monthly expense trend, 6) Monthly profit trend, 7) Top five branches by revenue, 8) Top five branches by expenses, 9) Top five branches by profit. You find an example of this type of dashboard below.

Purpose of Executive Dashboards

Credit Unions companies use Executive Dashboards to give leaders an easy way to review performance and benchmark financial metrics across their branches. When used as part of good business practices in Executive and Financial Planning & Analysis (FP&A) departments, a company can improve its strategies and profitability, and it can reduce the chances that decision-makers lack real-time understanding of KPIs.

Example of an Executive Dashboard

Here is an example of an Credit Union Executive Dashboard with trends and revenue, expense and profit comparisons across branches as well as actual to budget comparisons.

Example of an Executive Dashboard for Credit Unions

Example of an Executive Dashboard for Credit Unions

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, Regional Managers, Branch Managers.

Other Reports Often Used in Conjunction with Executive Dashboards

Progressive Executive and Financial Planning & Analysis (FP&A) departments sometimes use several different Executive Dashboards, along with profit & loss reports, balance sheets, cash flow statements, budget models, forecasts and other management and control tools.

Where Does the Data for Analysis Originate From?

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

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

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

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

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

Corporate Performance Management (CPM) Cloud Solutions and More Examples

Example of a Monthly Operating Summary Report for a Hospitality Company

What is a Monthly Operating Summary Report?

Operating Summary Reports are considered business- and departmental analysis tools and are used by financial managers and executives to analyze key metrics, revenues and profitability. Some of the main functionality in this type of report is that it combines KPIs with financial summaries. The top of the report shows charts with Total Occupied Rooms and Revenue for monthly and year-to-date (YTD) figures. The top section with figures shows KPIs with actual, budget, last year and variances. The next two sections show revenue and profitability (not visible in the screenshot below) by department. The bottom of each section shows the company-level total revenue and profit. You find an example of this type of report below.

Purpose of Monthly Operational Summary Reports

Hospitality companies use Operational Summary Reports to provide managers with a combined departmental and summary view of the company’s top metrics. When used as part of good business practices in Executive- and FP&A departments, a company can improve its operational tactics and profitability, and it can reduce the chances that leaders don’t have a convenient way to see the relationship between department and company revenue and profitability.

Example of an Operational Summary Report

Here is an example of an Operational Summary Report with monthly and YTD charts and KPIs.

Example of a Monthly Operating Summary Report for a Hospitality Company

Example of a Monthly Operating Summary Report for a Hospitality Company

You can find hundreds of additional examples here

Who Uses This Type of Report?

The typical users of this type of report are: CFOs, analysts, budget managers, department managers.

Other Reports Often Used in Conjunction with Operational Summary Reports

Progressive Executive- and FP&A departments sometimes use several different Operational Summary Reports, along with company financial statements, department P&L’s, forecast models, budgets, KPI scorecards 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 Department Dashboard for a Hospitality Company

What is a Department Dashboard for a Hospitality Company?

Departmental Dashboards are often considered revenue and expense analysis tools and are used by Finance and Department Managers to review major general ledger (GL) performance metrics and budget variances. Some of the main functionality in this type of report is that it can be filtered by department and it contains both a graphical section as well as figures (not visible in the screenshot below). The report shows three charts and include: 1) Top revenue categories ranked, 2) Top expense categories ranked, and 3) Monthly actual and budget revenue trend. You find an example of this type of report below.

Purpose of Departmental Dashboards

Hospitality companies use Departmental Dashboards to give managers an easily readable and quick snapshot of the key revenue and expense indicators. When used as part of good business practices by FP&A and by Department Managers, a company can improve its cost – and profit center tactics, and it can reduce the chances that over- or under performance in any particular department go undetected.

Example of a Departmental Dashboard

Here is an example of a Departmental Dashboard with revenue and expense analysis.

Example of a Department Dashboard for a Hospitality Company

Example of a Department Dashboard for a Hospitality Company

You can find hundreds of additional examples here

Who Uses This Type of Report?

The typical users of this type of report are: CFOs, analysts, budget managers, department managers.

Other Reports Often Used in Conjunction with Departmental Dashboards

Progressive FP&A and Department Managers departments sometimes use several different Departmental Dashboards, along with detailed F&B reports, financial statements, trail balance reports, forecast models, budgets, KPI scorecards 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 Food & Beverage Revenue Dashboard for Hospitality Companies

What is a Food & Beverage Revenue Dashboard?

Food and Beverage (F&B) Dashboards are considered revenue analysis tools and are used by Finance and restaurant managers to drill into revenues by looking at trends and comparing restaurants and F&B categories. Some of the main functionality in this type of dashboard is that it provides users with graphical analysis from eight different perspectives: 1) Breakfast revenue compared across restaurants, 2) Lunch revenue compared across restaurants, 3) Dinner revenue compared across restaurants, 4) Beverage revenue compared across restaurants, 5) Monthly revenue trend for breakfast revenue, 6) Monthly revenue trend for lunch revenue, 7) Monthly trend for dinner revenue, and 8) Monthly trend for beverage revenue. You find an example of this type of dashboard below.

Purpose of Food & Beverage Revenue Dashboards

Hospitality companies use Food & Beverage Revenue Dashboards to easily find trends and high/low performing F&B categories. When used as part of good business practices in FP&A and Operations departments, a company can improve its revenues by optimizing menu offerings and location strategies, and it can reduce the chances that poor performing F&B categories are not fixed with quick and informed decisions.

Example of a Food & Beverage Revenue Dashboard

Here is an example of a Food & Beverage Revenue Dashboard with restaurant comparisons and monthly trends.

Example of a Food & Beverage Revenue Dashboard for Hospitality Companies

Example of a Food & Beverage Revenue 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: Executives, CFOs, Analysts, Restaurant Managers.

Other Reports Often Used in Conjunction with Food & Beverage Revenue Dashboards

Progressive FP&A and Operations departments sometimes use several different Food & Beverage Dashboards, along with detailed F&B reports, financial statements, corporate dashboards, forecast models, budgets, KPI scorecards 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 Restaurant Performance Dashboard for Hospitality Companies

What is a Restaurant Performance Dashboard?

Restaurant Dashboards are considered performance analysis tools and are used by Finance and restaurant managers to look at essential metrics and trends. Some of the main functionality in this type of dashboard is that it provides analysis from six different perspectives, including: 1) Monthly trend in restaurant covers, 2) Revenue comparison across restaurants, 3) Top expenses, ranked, 4) Trend in food & beverage (F&B) revenues, 5) Beverage revenue ranked by category, and 6) Food revenue for breakfast, lunch and dinner. You find an example of this type of dashboard below.

Purpose of Restaurant Performance Dashboards

Hospitality companies use Restaurant Performance Dashboards to provide a high level snapshot of statistical and revenue trends and comparisons. When used as part of good business practices in FP&A  departments, a company can improve its operational tactics, and it can reduce the chances that low performing areas go under the radar with resulting lack of action.

Example of a Restaurant Performance Dashboard

Here is an example of a Restaurant Dashboard with trends and comparative metrics.

Example of a Restaurant Performance Dashboard for Hospitality Companies

Example of a Restaurant Performance 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: Executives, CFOs, Analysts, Restaurant Managers.

Other Reports Often Used in Conjunction with Restaurant Performance Dashboard

Progressive FP&A and Executive departments sometimes use several different Restaurant Performance Dashboards, along with detailed financial statements, corporate dashboards, forecast models, budgets, KPI scorecards 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 Hotel KPI Dashboard for Hospitality Companies

What is a Hotel KPI Dashboard?

Hotel KPI Dashboards are considered monitoring and analysis tools and are used by hotel managers and executives to get a graphical representation of essential performance metrics. Some of the main functionality in this type of dashboard is that it is parameter driven and it gives the user four different KPI views, including: 1) Monthly trend in room nights, 2) Top revenue categories ranked by amount, 3) Top expense categories ranked by amount, and 4) Monthly trend in revenues. You find an example of this type of dashboard below.

Purpose of Hotel KPI Dashboards

Hospitality companies use Hotel KPI Dashboards to give leaders a quick and easy way to see the big picture for financial metrics and occupancy. When used as part of good business practices in FP&A and Executive departments, a company can improve its strategic decisions, and it can reduce the chances that managers get lost in details and miss major trends in hotel performance.

Example of a Hotel KPI Dashboard

Here is an example of a Hotel KPI Dashboard with trends in room nights and revenue and expense comparisons.

Example of a Hotel KPI Dashboard for Hospitality Companies

Example of a Hotel KPI 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, Hotel Managers, Analysts.

Other Reports Often Used in Conjunction with Hotel KPI Dashboards

Progressive FP&A and Executive departments sometimes use several different Hotel KPI Dashboards, along with detailed financial statements, corporate dashboards, forecast 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