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Example of a Certificates of Deposit Production Trend Report for Banks

What is a Certificates of Deposit Production Trend Report for Banks?

Certificates of Deposit (CDs) Trend Reports are considered production analysis tools and are used by executives and branch managers to monitor trends and anomalies in sales of CDs. Some of the main functionality in this type of report is that it displays all the months of the year across the columns and loan metrics with totals down the rows. The far right column shows the year-to-date (YTD) figures and the bottom of the report (not visible in the screenshot below) shows grand totals for all CD types. Key figures for each CD category are: Average balance, FTP income, Interest expense, FTP income (%), Interest rate, Net interest margin, and Doc fees. For user convenience the first three of these metrics and hidden rows and can be expanded by clicking the “+” button on the rows. Examples of CD types in this report are: Retail CD (<6 months), Retail CD (6 Mo’s to 1 Yr), Retail CD (> 1 Year), Jumbo CD, and IRA. You find an example of this type of report below.

Purpose of CD Production Trend Reports

Banks use CD Production Trend Reports to give leaders and branch managers a clear picture of trends and anomalies in the CD production figures for each branch. When used as part of good business practices in Production- and Finance departments, a bank can improve its CD sales and marketing strategies, and it can reduce the chances that decision-makers lack key monthly trend insights when they create or modify CD products and terms.

Example of a CD Production Trend Report

Here is an example of a CD Production Trend Report with KPIs per CD category.

Example of a Certificates of Deposit (CD) Production Trend Report for Banks

Example of a Certificates of Deposit Production (CD) Trend Report for Banks

You can find hundreds of additional examples here

Who Uses This Type of Report?

The typical users of this type of report are: Executives, branch managers, product managers, finance leaders, risk managers, analysts.

Other Reports Often Used in Conjunction with CD Production Trend Reports

Progressive Production- and Finance departments sometimes use several different CD Production Trend Reports, along with detailed CD reports, CD portfolio dashboards, KPI dashboards, branch benchmarking reports, annual budgets, profit & loss trend reports, balance sheets and other management and control tools.

Where Does the Data for Analysis Originate From?

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

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

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

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

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

Corporate Performance Management (CPM) Cloud Solutions and More Examples

Example of a Certificates of Deposit Sales Trend Report for Credit Unions

What is a Certificates of Deposit Sales Trend Report?

Certificates of Deposit (CDs) Sales Trend Reports are considered production analysis tools and are used by executives and branch managers to monitor trends and anomalies in sales of CDs. Some of the main functionality in this type of report is that it displays all the months of the year across the columns and loan metrics with totals down the rows. The far right column shows the year-to-date (YTD) figures and the bottom of the report (not visible in the screenshot below) shows grand totals for all CD types. Key figures for each CD category are: Average balance, FTP income, Interest expense, FTP income (%), Interest rate, Net interest margin, and Doc fees. For user convenience the first three of these metrics and hidden rows and can be expanded by clicking the “+” button on the rows. Examples of CD types in this report are: Retail CD (<6 months), Retail CD (6 Mo’s to 1 Yr), Retail CD (> 1 Year), Jumbo CD, and IRA. You find an example of this type of report below.

Purpose of CD Production Trend Reports

Credit Unions use CD Production Trend Reports to give leaders and branch managers a clear picture of trends and anomalies in the CD production figures for each branch. When used as part of good business practices in Production- and Finance departments, a company can improve its CD sales and marketing strategies, and it can reduce the chances that decision-makes lack key monthly trend insights when they create or modify CD products and terms.

Example of a CD Production Trend Report

Here is an example of a CD Production Trend Report with KPIs per CD category.

Example of a Certificates of Deposit Sales Trend Report for Credit Unions

Example of a Certificates of Deposit Sales Trend Report for Credit Unions

You can find hundreds of additional examples here

Who Uses This Type of Report?

The typical users of this type of report are: Executives, branch managers, asset managers, product managers, finance leaders, risk managers, analysts.

Other Reports Often Used in Conjunction with CD Production Trend Reports

Progressive Production- and Finance departments sometimes use several different CD Production Reports, along with detailed CD reports, CD portfolio dashboards, KPI dashboards, branch benchmarking reports, annual budgets, profit & loss trend reports, balance sheets and other management and control tools.

Where Does the Data for Analysis Originate From?

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

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

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

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

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

Corporate Performance Management (CPM) Cloud Solutions and More Examples

Example of a Sales Dashboard for Pharmaceutical Companies

What is a Sales Dashboard for Pharmaceutical Companies?

Sales Dashboards are considered revenue analysis tools and are used by sales managers and executives to compare sales performance and monitor monthly trends. Some of the main functionality in this type of report is that it provides analysis from eight different perspectives, including: 1) Products rankes by Net Sales and compared to Gross Sales, 2) Monthly trend for Net Sales and Gross Sales, 3) Sales compared by channel, 4) Reach by product, 5) Gross Sales and Net Sales by business unit, 6) Monthly trend in Gross Sales, 7) Product ranked by units sold, and 8) Samples given by product. You find an example of this type of report below.

Purpose of Sales Dashboards

Pharmaceutical companies use Sales Dashboards to provide sales leaders with an easy way to track product performance. When used as part of good business practices in sales and Financial Planning & Analysis (FP&A) departments, a company can improve its revenue strategies and it can reduce the chances that managers react slow to sales issues because of lack of information.

Example of a Sales Dashboard

Here is an example of a Sales Dashboard with comparisons and monthly trends.

Example of a Sales Dashboard for Pharmaceutical Companies

Example of a Sales Dashboard for Pharmaceutical Companies

You can find hundreds of additional examples here

Who Uses This Type of Report?

The typical users of this type of report are: Executives, Sales Leaders.

Other Reports Often Used in Conjunction with Sales Dashboards

Progressive sales and Financial Planning & Analysis (FP&A) departments sometimes use several different Sales Dashboards, along with sales forecasts, annual budgets, detailed sales 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

Example of an Executive Dashboard for Pharma Companies

What is an Executive Dashboard?

Executive Dashboards are considered decision support tools and are used by leaders to monitor corporate KPIs. Some of the main functionality in this type of dashboard is that it provides analysis from five different perspectives, including: 1) Top sales producers with ranked gross sales and net sales, 2) Top sales channels, 3) Products ranked by volume, 4) Top payers ranked by net sales, 5) Monthly trend gross sales and net sales. You find an example of this type of dashboard below.

Purpose of Executive Dashboards

Pharmaceutical companies use Executive Dashboards to give senior leaders an easy way to watch performance and trends in core business areas. When used as part of good business practices in Executive departments, a company can improve its strategic decisions, and it can reduce the chances that discussions and related execution are slowed down by lack of available data.

Example of an Executive Dashboard

Here is an example of an Executive Dashboard with KPI rankings and monthly sales trends.

Example of an Executive Dashboard for Pharma Companies

Example of an Executive Dashboard for Pharma 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, CFO’s, board members.

Other Reports Often Used in Conjunction with Executive Dashboards

Progressive Executive departments sometimes use several different Executive Dashboards, along with financial statements, 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 Brand Analysis Sales Dashboard for Media Companies

What is a Brand Analysis Sales Dashboard?

Brand Analysis Dashboards are considered sales and marketing monitoring tools and are used by managers to compare different perspectives of sales performance to historical data. Some of the main functionality in this type of report is that it displays metrics graphically from for different perspectives: 1) Current year (CY) versus prior year (PY) revenue by company, 2) CY versus PY revenue by media service, 3) CY versus PY revenue by offering type, and 4) CY versus PY quantity (e.g. subscriptions) sold. You find an example of this type of report below.

Purpose of Brand Analysis Sales Dashboards

Media companies use Brand Analysis Sales Dashboards to easily review sales performance from a product offering viewpoint. When used as part of good business practices in Sales and Financial Planning & Analysis (FP&A) departments, a company can improve its revenue growth strategies, and it can reduce the chances that managers’ brand-and product-related decision-making is slowed down because of lack of metrics.

Example of a Brand Analysis Sales Dashboard

Here is an example of a Brand Analysis Sales Dashboard with year-over-year comparative data.

Example of a Brand Analysis Sales Dashboard for Media Companies

Example of a Brand Analysis Sales Dashboard for Media Companies

You can find hundreds of additional examples here

Who Uses This Type of Report?

The typical users of this type of report are: Executives, VP of Sales, Product Managers, Marketing Managers, Sales Managers, Budget Managers.

Other Reports Often Used in Conjunction with Brand Analysis Sales Dashboards

Progressive Sales and Financial Planning & Analysis (FP&A) departments sometimes use several different Brand Analysis Sales Dashboards, along with sales dashboards, sales forecasts, consolidating profit & loss reports, annual budgets, financial 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 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 Comparison Dashboard for Media Companies

What is a Revenue Comparison Dashboard?

Revenue Comparison Dashboards are considered benchmarking tools and are used by executives to compare revenues and sales across their media companies. Some of the main functionality in this type of report is that it provides sales comparisons from two different perspectives: 1) Actual and budget benchmark across the company’s subsidiaries, 2) Revenue trend for each subsidiary with actual and budget comparison. You find an example of dashboard report below.

Purpose of Revenue Comparison Dashboards

Media companies use Revenue Comparison Dashboards to benchmark sales performance and analyze monthly trends with budget variances. When used as part of good business practices in Executive and Financial Planning & Analysis (FP&A) departments, a company can improve its revenue growth strategies, and it can reduce the chances that managers don’t see important under- or over-performers with resulting delays in decision-making.

Example of a Revenue Comparison Dashboard

Here is an example of a Revenue Dashboard with subsidiary comparison, budget to actual and trend analysis.

Example of a Revenue Comparison Dashboard for Media Companies

Example of a Revenue Comparison Dashboard for Media Companies

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, VP of Sales, Sales Managers, Budget Managers.

Other Reports Often Used in Conjunction with Revenue Comparison Dashboards

Progressive Executive and Financial Planning & Analysis (FP&A) departments sometimes use several different Revenue Comparison Tools, along with sales dashboards, sales forecasts, consolidating profit & loss reports, annual budgets, financial 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 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 and Inventory Dashboard for Real Estate Companies

What is a Sales and Inventory Dashboard?

Sales and Inventory Dashboards are considered analysis tools and are often used by executives and sales leaders to track and compare sales and available stock of properties across regions. Some of the main functionality in this type of dashboard is that it provides four analytical perspectives with real estate KPIs, including: 1) Monthly metrics by state with measures for: Available stock (inventory), Sold units year-to-date (YTD), monthly average sales velocity (speed”), Months of inventory, 2) Available inventory ranked by state, 3) Sold units by state, and 4) Monthly average sales velocity (“speed”) by state. You find an example of this type of dashboard below.

Purpose of Real Estate Sales and Inventory Dashboards

Real Estate companies use Sales and Inventory Dashboards to give managers a clear monthly picture of regional sales versus the available stock of properties. When used as part of good business practices in Sales and Financial Planning and Analysis (FP&A) departments, a company can improve its sales and marketing strategies, and it can reduce the chances that revenues are sub-optimized because of lack of real time insight to property inventory versus sales comparisons.

Example of a Sales and Inventory Dashboard

Here is an example of a Sales and Inventory Dashboard with regional comparisons and KPIs.

Example of a Sales and Inventory Dashboard for Real Estate Companies

Example of a Sales and Inventory Dashboard for Real Estate 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 Executives, CFOs, budget managers and executives.

Other Reports Often Used in Conjunction with Sales and Inventory Dashboards

Progressive Sales and Financial Planning and Analysis (FP&A) departments sometimes use several different Sales and Inventory Dashboards, along with sales reports, property inventory reports, KPI dashboards, financial statements, annual budget models, sales 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 Regional Sales Report for Real Estate Companies

What is a Regional Sales Report for Real Estate Companies?

Sales Reports are considered revenue analysis tools and are used by sales executives and project development managers to track sales across  territories. Some of the main functionality in this type of dashboard report is that it can be run for any year and period and will display various sales metrics by state/region. Elements of the report include: 1) Year-to-date (YTD) and Quarter-to-date (QTD) unit sales compared to prior year and with a percent variance, 2) YTD and QTD sales amounts by territory compared to prior year and with a percent variance, 3) Chart for sold units by state, 4) Chart for sales amount by state, and (not visible in the screenshot below; 5) Charts with percent unit and amount sales by state shown as variances vs prior year. You find an example of this type of dashboard report below.

Purpose of Regional Sales Reports

Real Estate companies use Regional Sales Reports to enable clear, real-time analysis that compares sales performance over historical periods and benchmarked against other states/regions/territories. When used as part of good business practices in Sales and Financial Planning and Analysis (FP&A) departments, a company can improve its project planning and sales strategies, and it can reduce the chances that managers react slow to regional performance issues (or opportunities) to due lack of comparative data.

Example of a Regional Sales Report

Here is an example of a Regional Sales Report with variance analysis and territory comparisons.

Example of a Regional Sales Report for Real Estate Companies

Example of a Regional Sales Report for Real Estate Companies

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 Executives, CFOs, budget managers and executives.

Other Reports Often Used in Conjunction with Regional Sales Reports

Progressive Sales and Financial Planning and Analysis (FP&A) departments sometimes use several different Regional Sales Reports, along with sales dashboards, KPI dashboards, financial statements, annual budget models, corporate forecasts and other management and control tools.

Where Does the Data for Analysis Originate From?

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

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

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

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

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

Corporate Performance Management (CPM) Cloud Solutions and More Examples

Example of a Bank Financing Dashboard for Real Estate Companies

What is a Bank Financing Dashboard?

Bank Financing Dashboards are considered bank analysis tools and are used by real estate finance teams and managers of developments projects to look at sales data and related bank financing. Some of the main functionality in this type of dashboard is that it is run on a monthly basis and includes analysis from four different perspectives: 1) Monthly sales trend with actual compared to budget, 2) Top 5 banks used, 3) Units sold trend, and 4) Bank financed sales with current year compared to prior year. You find an example of this type of dashboard below.

Purpose of Bank Financing Dashboards

Real Estate companies use Bank Financing Dashboards to give their leaders an easy way to analyze how much they work with various banks in the projects development and/or sales process. When used as part of good business practices in Sales and Financial Planning and Analysis (FP&A) departments, a company can improve its financing and sales strategies, and it can reduce the chances that the most important bank relationships are not getting the attention they should have.

Example of a Bank Financing Dashboard

Here is an example of a Bank Financing Dashboard with comparison to prior year as well as views of monthly property/unit sales.

Example of a Bank Financing Dashboard for Real Estate Companies

Example of a Bank Financing Dashboard for Real Estate 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 Executives, CFOs, budget managers and agents.

Other Reports Often Used in Conjunction with Bank Financing Dashboards

Progressive Sales and Financial Planning and Analysis (FP&A) departments sometimes use several different Bank Financing Dashboards, along with detailed sales reports, bank financing reports, KPI dashboards, financial statements, annual budget models, corporate forecasts and other management and control tools.

Where Does the Data for Analysis Originate From?

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

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

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

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

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

Corporate Performance Management (CPM) Cloud Solutions and More Examples

Example of an Agent Sales Ranking Dashboard for Real Estate Companies

What is a Real Estate Agent Sales Ranking Dashboard?

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

Purpose of a Real Estate Agent Sales Ranking Dashboards

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

Example of a Real Estate Agent Sales Ranking Dashboard

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

Example of an Agent Sales Ranking Dashboard for Real Estate Companies

Example of an Agent Sales Ranking Dashboard for Real Estate Companies

You can find hundreds of additional examples here

Who Uses This Type of Graphical report?

The typical users of this type of graphical report are: Sales Executives, CFOs, regional sales managers, budget managers and agents.

Other Reports Often Used in Conjunction with Agent Sales Ranking Dashboards

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

Where Does the Data for Analysis Originate From?

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

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

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

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

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

Corporate Performance Management (CPM) Cloud Solutions and More Examples