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Monthly Profit & Loss Variance Report Example

What is a Monthly Profit & Loss Variance Report?

Profit & Loss (P&L) variance reports are considered essential monthly financial analysis tools and are most often used by financial managers to analyze revenues, expenses and profitability across the business. Some of the key functionality in this type of visual P&L report is that it is parameter driven and enhances analysis with its three different sections. On top of the report, the user can quickly analyze actual versus budget for Revenue, Gross Margin and Profit. The yellow row below the charts is an automatically generated sentence highlighting the current month’s performance. The main portion of the report is a modern P&L layout with variance analysis for current month, year-to-date (YTD) and last year. You find an example of this type of visual P&L report below.

Purpose of Monthly P&L Variance Reports

Companies and organizations use Monthly P&L Variance Reports to closely monitor revenues, expenses and profitability against stated goals as well as prior year. When used as part of good business practices in a Financial Planning & Analysis (FP&A) department, a company can improve its financial analysis capabilities as well as reduce the chances that poor variance insights leads to slow decision-making.

Monthly P&L Variance Report Example

Here is an example of a Monthly Profit & Loss Variance Report with charts and automated narrative.

Monthly Profit & Loss Variance Report Example

Monthly Profit & Loss Variance Report Example

You can find hundreds of additional examples here

Who Uses This Type of Visual P&L report?

The typical users of this type of visual P&L report are: Board Members, Executives, CFOs, Analysts, Accountants.

Other Visual P&L 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 KPI dashboards, revenue and sales reports, balance sheet and cash flow 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

CRM User Activity Report Example

What is a CRM User Activity Report?

Customer relationship management (CRM) user activity reports are considered control and audit tools. They are often used by sales managers and CRM administrators to determine how frequently each user updates different areas of the CRM system. Some of the key functionality in this type of dashboard report is that it shows the number of leads, opportunities and accounts updated by person within a given time period (e.g. the past 4 weeks or year-to-date). The top portion of the report shows this data in charts and the bottom of the report displays all the transactions that were created or updated in the chosen time frame You find an example of this type of dashboard report below.

Purpose of User Activity Reports

Companies and organizations use User Activity Reports to make sure that all CRM users are actively using and updating the CRM system. When used as part of good business practices in a sales and marketing department, a company can improve its sales process automation analysis as well as reduce the chances that sales revenues are lost because certain users (including those that left the organization) never updated the CRM system.

User Activity Report Example

Here is an example of a CRM User Activity Report.

CRM User Activity Report Example

CRM User Activity Report Example

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: Sales and marketing managers, CRM administrators.

Other Dashboard reports Often Used in Conjunction with User Activity Reports

Progressive sales and marketing Departments sometimes use several different User Activity Reports, along with data quality reports for leads, accounts and contacts, pipeline reports, campaign reports, opportunity reports and other management and control tools.

Where Does the Data for Analysis Originate From?

The Actual (historical transactions) data typically comes from CRM and enterprise resource planning (ERP) systems like: Microsoft Dynamics 365 (D365) Finance, Microsoft Dynamics 365 Business Central (D365 BC), Microsoft Dynamics 365 (CRM), 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, Salesforce, Hubspot 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

CRM Data Quality Report Example

What is a CRM Data Quality Report?

Customer relationship management (CRM) data quality reports are considered control and audit tools. They are often used by sales and marketing managers to ensure that data that is manually entered or uploaded to the CRM system is correct and consistent. Some of the key functionality in this type of control report is that it uses yellow colors to highlight fields with missing information. It is also a convenient way to find information that is wrong or incomplete. This type of report can be used for data such as leads, opportunities, contacts and accounts. The example below is showing Opportunity data and the report has many other fields than what is visible in the example. You find an example of this type of control report below.

Purpose of CRM Data Quality Reports

Companies and organizations use CRM Data Quality Reports to help ensure that their sales and marketing teams populate CRM with as complete data as possible so that analysis, dashboards and reports are as correct as possible. When used as part of good business practices in a sales and marketing department, a company can improve its decision-making in areas such as campaign effectiveness and sales pipeline analysis as well as reduce the chances that poor data quality results in bad strategies and tactics.

CRM Data Quality Report Example

Here is an example of a CRM Data Quality Report.

CRM Data Quality Report Example

CRM Data Quality Report Example

You can find hundreds of additional examples here

Who Uses This Type of Control report?

The typical users of this type of control report are: Sales and marketing managers, CRM administrators.

Other Control reports Often Used in Conjunction with CRM Data Quality Reports

Progressive sales and marketing Departments sometimes use several different CRM Data Quality Reports, along with data quality reports for leads, accounts and contacts, pipeline reports, campaign reports, opportunity reports and other management and control tools.

Where Does the Data for Analysis Originate From?

The Actual (historical transactions) data typically comes from CRM systems and enterprise resource planning (ERP) systems like: Microsoft Dynamics 365 (D365) Finance, Microsoft Dynamics 365 Business Central (D365 BC), Microsoft Dynamics 365 (CRM), 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, Salesforce, Hubspot 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

Customer Segmentation and Analysis Report Example

What is a Customer Segmentation and Analysis Report?

Customer segmentation reports are considered essential tactical analysis tools and are often used by managers to optimize products, services, sales and marketing strategies. Some of the key functionality in this type of dashboard report is that it simplifies analysis by combining charts with metrics. The top of the report shows customer count by industry both as figures and as a ranked chart. The second visualization shows a ranked list of countries where customers are located. The bottom of the report (not visible in the screenshot below) lists all the individual transactions for use in drill-down analysis. The report can be filtered by parameters such as customer type and date range. You find an example of this type of dashboard report below.

Purpose of Customer Segmentation Analysis Reports

Companies and organizations use customer segmentation analysis reports to optimize the corporate decisions that is derived from deep customer analysis. When used as part of good business practices, a company can improve its competitiveness as well as reduce the chances that important decisions are not grounded in a deep understanding of existing customer segmentation.

Customer Segmentation Analysis Report Example

Here is an example of a Customer Segmentation Analysis report example.

Customer Segmentation and Analysis Report Example

Customer Segmentation and Analysis Report Example

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: Product and R&D managers, sales managers, marketing managers.

Other Dashboard reports Often Used in Conjunction with Customer segmentation analysis reports

Progressive management teams sometimes use several different customer segmentation analysis reports, along with customer dashboards, sales reports, 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

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

Sales and Opportunity Report Example with Customer Metrics

What is a Sales and Opportunity Report with Customer Metrics?

Graphical reports that combine CRM opportunity pipeline data with actual sales metrics are considered sales dashboards and are often used by sales executives and sales team members to analyze what type of deals the company is doing, where and at what cost. Some of the functionality in this type of dashboard report is that it uses charts to present key sales metrics and it also (not visible in the screenshot below) lists all the transactions used in the analysis so that users can drill down to detail. Some of the answers provided by the report are: Top 20 customers that was invoiced in the period (from the ERP sales order system), Top 20 opportunities (from the CRM system), the Average deal size this year versus last year versus in the pipeline, the cost of acquiring a customer, and top markets for the won deals. You find an example of this type of dashboard report below.

Purpose of Sales and Opportunity Reports with Customer Metrics

Companies and organizations use Sales and Opportunity Reports with Customer Metrics to easily analyze customer data from various angles to find improvement opportunities. When used as part of good business practices in a Sales department, a company can improve its sales revenues and related marketing tactics as well as reduce the chances that important customer trends go undetected.

Sales and Opportunity Reports with Customer Metric Example

Here is an example of a Customer Sales and Opportunity Dashboard Report.

Sales and Opportunity Report Example with Customer Metrics

Sales and Opportunity Report Example with Customer Metrics

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: Sales managers, sales team members, marketing managers.

Other Dashboard reports Often Used in Conjunction with Sales and Opportunity Reports with Customer Metrics

Progressive Sales Departments sometimes use several different Sales and Opportunity Reports with Customer Metrics, along with sales summary reports, sales dashboards, customer acquisition reports, opportunity pipeline reports and 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 CRM and enterprise resource planning (ERP) systems like: Microsoft Dynamics 365 (D365) Finance, Microsoft Dynamics 365 Business Central (D365 BC), Microsoft Dynamics 365 (CRM), 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, Salesforce, Hubspot 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 Order Detail Report Example

What is a Sales Order Detail Report?

Sales order detail reports are considered sales analysis- and data validation tools and are often used by sales managers and accountants to track and review sales transactions. Some of the key functionality in this type of report is that it can be filtered by period and other parameters to show the desired data. The rows are grouped and totaled by customer with each line item showing Document #, Document date, product, sales person, quantity, rate and price. The two charts on the top of the report shows sales by items ranked by amount and item by sales quantity. You find an example of this type of report below.

Purpose of Sales Order Detail Reports

Companies and organizations use Sales Order Detail Reports to analyze transactional sales data. When used as part of good business practices in sales and accounting departments, a company can improve its reconciliation of sales transactions and offer self-service reporting for team members as well as reduce the chances that end users become dependent on accountants to provide sales reports.

Sales Order Detail Report Example

Here is an example of a self-service, web-based Sales Order Detail Report.

Sales Order Detail Report Example

Sales Order Detail 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: Sales managers, sales people, accountants.

Other Reports Often Used in Conjunction with Sales Order Detail Reports

Progressive sales and accounting departments sometimes use several different Sales Order Detail Reports, along with sales summary reports, sales dashboards, open and closed sales order reports, sales commission reports, opportunity pipeline reports, profit & loss reports and other management and control tools.

Where Does the Data for Analysis Originate From?

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

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

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

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

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

Corporate Performance Management (CPM) Cloud Solutions and More Examples

Customer Receivables Aging by Sales Person Report Example

What is a Customer AR Aging Report by Sales Person?

AR Aging reports by sales person are considered sales analysis tools and are often used by sales executives and accountants to analyze customer payments (or lack thereof) by sales person. Some of the key functionality in this type of report is that it shows customer aging data of each sales team member. Each sales person is listed down the rows with their individual sales transactions that have payments outstanding from a customer. The rows have sub-totals by team member and a grand total. On top of the report there is a quick graphical analysis that ranks the receivables amounts by sales person. The columns shows key information such as Customer name, Amount, Invoice date, Due date, Days overdue and Amount due. You find an example of this type of report below.

Purpose of AR Aging Reports by Sales Person

Companies and organizations use AR Aging Reports by Sales Person to quickly detect if there are any anomalies with customer payments as it relates to the sales team. When used as part of good business practices in a sales or accounting department, a company can improve its liquidity and sales process as well as reduce the chances that a sales person, for example, is overpromising features or deliverables and as a result customers are not paying.

AR Aging Reports by Sales Person Example

Here is an example of a Accounts Receivable (AR)  Aging Report by Sales Person.

Customer Receivables Aging by Sales Person Report Example

Customer Receivables Aging by Sales Person 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: Sales managers, accountants.

Other Reports Often Used in Conjunction with AR Aging Reports by Sales Person

Progressive sales or accounting Departments sometimes use several different AR Aging Reports by Sales Person, along with transactional sales reports, sales commission reports, opportunity pipeline 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

Win Loss Dashboard Report Example by Person and Deal and Industry

What is a Win Loss Dashboard Report by Person, Deal and Industry?

Win Loss dashboard reports are considered strategic sales improvement tools and are often used by sales executives and sales team members to analyze why and where deals are won and lost. Some of the key functionality in this type of dashboard report is that it provides both graphical and transactional views of the sales data. The information analyzed is based on the deal status field on the closed opportunity transactions in the CRM system. The report slices the win loss information into three categories: 1) Won/Lost deals by size, 2) Won/Lost deals by sales person, 3) Won/lost deals by industry. Metrics include the number of deals, win/loss ratio per sales person, and the amount of revenue that was won or lost. The bottom of the report (not visible in the screenshot below) contains all the individual transactions for more in-depth drill down. You find an example of this type of dashboard report below.

Purpose of Win Loss Analysis Dashboard Reports

Companies and organizations use Win Loss Reports to understand which type of deals are won or lost and to analyze the ability of the sales team to close deals. When used as part of good business practices in a sales department, a company can improve its sales revenues and win ratio as well as reduce the chances that weak spots in products, teams or sales strategies are not quickly detected and improved upon.

Win Loss Analysis Dashboard Report Example

Here is an example of a Win Loss Report by Deal Size, Sales Person and Industry.

Win Loss Dashboard Report Example by Person and Deal Size and Industry

Win Loss Dashboard Report Example by Person and Deal Size and Industry

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: Sales managers, sales team members.

Other Dashboard reports Often Used in Conjunction with Win Loss Analysis Dashboard Reports

Progressive Sales Departments sometimes use several different Win Loss Analysis Dashboard Reports, along with pipeline funnel reports, marketing and sales KPI reports, opportunity dashboards, sales forecasts and other management and control tools.

Where Does the Data for Analysis Originate From?

The Actual (historical transactions) data typically comes from CRM and enterprise resource planning (ERP) systems like: Microsoft Dynamics 365 (D365) Finance, Microsoft Dynamics 365 Business Central (D365 BC), Microsoft Dynamics 365 (CRM), 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, Salesforce, Hubspot 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