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Salary Budget Allocation to Grants for Nonprofits - Example

What is a Salary Budget Allocation to Grants?

Salary allocation models for grant budgets are considered planning tools and are often used by budget managers and grant managers to allocate agreed upon employee expenses to applicable grants. Some of the key functionality in this type of input template is that it automatically retrieves the payroll budget by employee and lets the user allocate percentages to grants chosen from a drop down list. The total above each input area shows if 100% of a salary has been allocated or not. The form then calculates and stores the exact amount to each grant by month. You find an example of this type of input template below.

Purpose of Salary Allocation Models

Nonprofit organizations use Salary Allocation Models to easily calculate how much of a budgeted payroll expense should be allocated to each grant. When used as part of good business practices in a Financial Planning & Analysis (FP&A) department, an organization can improve its grant budgeting, reporting and analysis as well as reduce the chances that budgets are inaccurate due to manual calculations.

Salary Allocation Model Example

Here is an example of a Salary Allocation Budgeting Input Form that allocates salaries to grants.

Salary Budget Allocation to Grants for Nonprofits - Example

Salary Budget Allocation to Grants for Nonprofits – Example

You can find hundreds of additional examples here

Who Uses This Type of Input template?

The typical users of this type of input template are: Budget managers, grant- and program managers.

Other Input templates Often Used in Conjunction with Salary Allocation Models

Progressive Financial Planning & Analysis (FP&A) Departments sometimes use several different Salary Allocation Models, along with annual budget models with payroll detail, reports, 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

Budget Analysis and Review Dashboard Example

What is a Budget Analysis and Review Dashboard?

Budget dashboards are considered planning and analysis tools and are often used by budgeting managers and executives to review the proposed annual budget once users have completed the data entry process. Some of the key functionality in this type of dashboard is that it displays trend charts for the budget as well as actual last year. The visualizations are broken into three major areas: Revenues, Profitability and Liquidity. The latter assumes a balance sheet budget in order to display cash, receivables and payables. The many links at the bottom of the screen take the user to supporting, detailed reports and dashboards. You find an example of this type of dashboard below.

Purpose of Budget Dashboards

Companies and organizations use Budget Dashboards to analyze and review the proposed or approved budget. When used as part of good business practices in a Financial Planning & Analysis (FP&A) or budgeting department, a company can improve its planning process as well as reduce the chances that managers and board members don’t fully see the forecasted trends in the budget figures.

Budget Dashboard Example

Here is an example of a interactive Budget Summary Dashboard.

Budget Analysis and Review Dashboard Example

Budget Analysis and Review Dashboard Example

You can find hundreds of additional examples here

Who Uses This Type of Dashboard?

The typical users of this type of dashboard are: Executives, board members and budgeting managers.

Other Dashboards Often Used in Conjunction with Budget Dashboards

Progressive Financial Planning & Analysis (FP&A) or budgeting Departments sometimes use several different Budget Dashboards, along with budget input models, detailed budget dashboards, financial statements with trended budget figures 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

Cash Flow Simulation Dashboard Example

What is a Cash Flow Simulation Dashboard?

Cash Flow simulations are considered liquidity planning tools and are often used by CFOs and controllers to plan and predict the company’s cash flow. Some of the key functionality in this type of dashboard is that it is completely interactive and each component on the screen has a slider that the user can move to increase or decrease that metric and instantly see how that affects the total cash flow shown on the right side of the screen. The simulation results in an increase or decrease in cash balance which is then added to the beginning cash balance to display the ending cash balance (lower right hand corner of the screen). Once the simulation has been completed, the user clicks the links in the lower left corner of the screen to open the balance sheet and cash flow budget input forms where adjustments are made to come up with a new budget or forecast scenario. You find an example of this type of dashboard below.

Purpose of Cash Flow Simulations

Companies and organizations use Cash Flow Simulations to quickly and easily perform what-if scenarios that results in increases or decreases in cash flow. When used as part of good business practices in a Financial Planning & Analysis (FP&A) department, a company can improve its liquidity as well as reduce the chances that a lack of scenario planning results in cash flow issues.

Cash Flow Simulation Example

Here is an example of a Cash Flow Simulation Dashboard.

Cash Flow Simulation Dashboard Example

Cash Flow Simulation Dashboard Example

You can find hundreds of additional examples here

Who Uses This Type of Dashboard?

The typical users of this type of dashboard are: CFOs and financial managers.

Other Dashboards Often Used in Conjunction with Cash Flow Simulations

Progressive Financial Planning & Analysis (FP&A) Departments sometimes use several different Cash Flow Simulations, along with budget input models for profit & loss, balance sheet, cash flow 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

Liquidity Analysis Dashboard Example

What is a Liquidity Analysis Dashboard?

Liquidity visualization tools are considered financial dashboards and are often used by CFOs, controllers and treasurers to monitor and predict the company’s liquidity. Some of the key functionality in this type of dashboard is that it shows trends in important metrics such as current ratio, debt to asset ratio, debt to equity ratio, receivables, payables and cash. It also displays rankings of top payables by vendor and top receivables by customer. The two charts on the right side show how each of the company’s divisions contribute to the total consolidated AR and AP figures. The links in the lower left corner open supporting cash flow and balance sheet financial statements as well as a cash flow simulation. You find an example of this type of dashboard below.

Purpose of Liquidity Dashboards

Companies and organizations use Liquidity Dashboards to provide their financial managers with an easy way to monitor and predict the items that contribute to liquidity. When used as part of good business practices in a Financial Planning & Analysis (FP&A) department, a company can improve its liquidity as well as reduce the chances that the business runs into a situation where it has to scramble to seek additional funding.

Liquidity Dashboard Example

Here is an example of a Liquidity Analysis Dashboard.

Liquidity Analysis Dashboard Example

Liquidity Analysis Dashboard Example

You can find hundreds of additional examples here

Who Uses This Type of Dashboard?

The typical users of this type of dashboard are: CFOs and financial managers.

Other Dashboards Often Used in Conjunction with Liquidity Dashboards

Progressive Financial Planning & Analysis (FP&A) Departments sometimes use several different Liquidity Dashboards, along with balance sheets and cash flow reports, detailed AR and AP reports and other management and control tools.

Where Does the Data for Analysis Originate From?

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

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

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

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

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

Corporate Performance Management (CPM) Cloud Solutions and More Examples

Revenue Analysis Dashboard Example

What is a Revenue Analysis Dashboard?

Revenue Dashboards are considered financial dashboards and are often used by executives and CFOs to easily track trends and variances in the company’s income. Some of the key functionality in this type of dashboard is that it shows the trend in total revenue as well as the breakdown into major revenue categories such as product sales and services. The column charts on the top of the screen compare actual, budget and last year figures. The table in the upper right hand corner provides a numerical revenue breakdown for monthly and year-to-date variances. The links in the lower left corner take the user to detailed sales reports as well as a sales simulation dashboard. You find an example of this type of dashboard below.

Purpose of Revenue Dashboards

Companies and organizations use Revenue Dashboards to help executives monitor and analyze high level revenue performance. When used as part of good business practices in a Financial Planning & Analysis (FP&A) department, a company can improve its executives’ insights as well as reduce the chances that managers miss important trends if they only study revenues through financial statements.

Revenue Dashboard Example

Here is an example of a Revenue Analysis Dashboard.

Revenue Analysis Dashboard Example

Revenue Analysis Dashboard Example

You can find hundreds of additional examples here

Who Uses This Type of Dashboard?

The typical users of this type of dashboard are: Executives, board members and financial managers.

Other Dashboards Often Used in Conjunction with Revenue Dashboards

Progressive Financial Planning & Analysis (FP&A) Departments sometimes use several different Revenue Dashboards, along with profit & loss reports, KPI dashboards, sales dashboards, sales 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 Dashboard Example

What is a Sales Dashboard?

Sales visualization tools are considered operational dashboards and are often used by sales managers to analyze trends and performance rankings related to the company’s sales. Some of the key functionality in this type of dashboard is that it shows the overtall sales trend by month and with comparison of actual this year versus budget and actual last year. It also breaks down and ranks sales by sales person, customer and product. The map displays where customer concentrations are geographically. The entire dashboard is interactive, including the filters on the left side. You find an example of this type of dashboard below.

Purpose of Sales Dashboards

Companies and organizations use Sales Dashboards to provide sales managers with an easy, web-based interface to keep track of their key performance metrics. When used as part of good business practices in a sales department department, a company can improve its sales monitoring capabilities as well as reduce the chances that performance issues are discovered late and thus cost more to resolve.

Sales Dashboard Example

Here is an example of a Sales Dashboard with performance rankings and trend analysis.

Sales Dashboard Example

Sales Dashboard Example

You can find hundreds of additional examples here

Who Uses This Type of Dashboard?

The typical users of this type of dashboard are: Chief Revenue Officers and sales managers.

Other Dashboards Often Used in Conjunction with Sales Dashboards

Progressive sales department Departments sometimes use several different Sales Dashboards, along with KPI dashboards, detailed sales 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

Profitability Dashboard Example

What is a Profitability Dashboard?

Profit-focused dashboards are considered financial visualization tools and are often used by executives and board members to analyze budget variances and trends related to profitability. Some of the key functionality in this type of dashboard is that it displays column charts to compare actual gross and net profit to budget and last year. The matrix on the top right shows all the key components that drive profitability both for the month and year-to-date. The two charts at the bottom displays year-to-date profit trends. Using the filters on the left side, the user can quickly choose to consolidate one or many companies or change periods. You find an example of this type of dashboard below.

Purpose of Profitability Dashboards

Companies and organizations use Profitability Dashboards to give executives a quick and easy way to analyze gross margin and net profit metrics. When used as part of good business practices in a Financial Planning & Analysis (FP&A) department, a company can improve its executives’ ability to always keep an eye on these essential KPIs as well as reduce the chances that important decisions are delayed because executives don’t have easy, self-service insight to performance.

Profitability Dashboard Example

Here is an example of a Profitability Dashboard with interactive charts and figures.

Profitability Dashboard Example

Profitability Dashboard Example

You can find hundreds of additional examples here

Who Uses This Type of Dashboard?

The typical users of this type of dashboard are: Executives, board members and financial managers.

Other Dashboards Often Used in Conjunction with Profitability Dashboards

Progressive Financial Planning & Analysis (FP&A) Departments sometimes use several different Profitability Dashboards, along with operational dashboards, detailed financial 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

Financial KPI Dashboard Example

What is a Financial KPI Dashboard?

Financial Key Performance Indicator (KPI) Dashboards are considered corporate dashboards and are often used by executives and board members to analyze the big picture of the organization’s monthly performance. Some of the key functionality in this type of dashboard is that it provides a view of the top 3 KPIs for Revenue, Profitability and Liquidity. Each visualization shows the metric as a figure in addition to the KPI target with the variance and the multi-month trend. The bottom of the dashboard provides covenient links to other, more detailed dashbaords as well as to formatted financial reports. You find an example of this type of dashboard below.

Purpose of Financial KPI Dashboards

Companies and organizations use Financial KPI Dashboards to provide executives with a single, convenient screen to see vital financial metrics. When used as part of good business practices in a Financial Planning & Analysis (FP&A) department, a company can improve its executives’ ability to frequently and easily monitor performance as well as reduce the chances that significant financial issues goes under the radar until decisions can be made to correct them.

Financial KPI Dashboard Example

Here is an example of a modern Financial KPI Dashboard with metrics, variances and trends.

Financial KPI Dashboard Example

Financial KPI Dashboard Example

You can find hundreds of additional examples here

Who Uses This Type of Dashboard?

The typical users of this type of dashboard are: Executives, board members and financial managers.

Other Dashboards Often Used in Conjunction with Financial KPI Dashboards

Progressive Financial Planning & Analysis (FP&A) Departments sometimes use several different Financial KPI Dashboards, along with operational dashboards, detailed financial 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

Expense Budget Model for State and Local Government Example

What is an Expense Budget Model for State and Local Government?

Expense Budget input forms are considered a key part of annual budget models and are used by budget managers and department heads to enter planned expenses for the next fiscal year. Some of the key functionality in this type of budget template is that it displays multiple years of history as well as prior year’s adopted expense budget. Department managers can adjust the provided baseline budget up or down by a percent or amount. They can also document any important information using the comment fields on each row, and they can enter detail below the GL account level seen on the input screen. You find an example of this type of budget template below.

Purpose of Expense Budget Models

State and local governments use Expense Budget Models to easily capture planned expenses, including at the line item detail level with justifications. When used as part of good business practices in a Budgeting and Planning department, a government can improve its annual budget process as well as reduce the chances that users don’t document important funding requests or that the organization don’t have time to provide multiple budget iterations or scenarios.

Expense Budget Model Example

Here is an example of an Expense Budget input form.

Expense Budget Model for State and Local Government Example

Expense Budget Model for State and Local Government Example

You can find hundreds of additional examples here

Who Uses This Type of Budget template?

The typical users of this type of budget template are: Budget Managers, department heads.

Other Budget templates Often Used in Conjunction with Expense Budget Models

Progressive Budgeting and Planning Departments sometimes use several different Expense Budget Models, along with payroll input forms, capital budget forms, revenue 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