Tag Archive for: Software

Example of a Product KPI Report for Banks

How Modern Budgeting and Reporting Software Tools Can Optimize Cash Flow and Reduce Risk for Sage Intacct Users

As businesses continue to navigate economic turbulence, effective cash flow management has become a crucial component for survival and success. Modern corporate performance management (CPM) software, integrated with Sage Intacct ERP systems,…
Example of a Product KPI Report for Banks

Achieving Revenue Growth and Better Cost Control with Modern Financial Reporting and Analytics Tools for Dynamics 365 Business Central

In today's fast-paced business environment, decision-makers need accurate and timely financial information to achieve revenue growth and better cost control. Unfortunately, many companies still rely on inflexible report writers and homegrown…
Example of a Product KPI Report for Banks

How Acumatica-Integrated CPM Software Helps Businesses Achieve Revenue Growth and Cost Control through Streamlined Financial Reporting and Analysis

In today's fast-paced business environment, companies need to make informed decisions quickly to stay competitive. Financial reporting and analysis are crucial components of the decision-making process, as they provide insights into a company's…
Example of a Product KPI Report for Banks

Maximizing Cash Flow and Minimizing Risk with Dynamics 365 Business Central and Modern CPM Software

Cash flow management is one of the most critical components of running a successful business. Even well-managed companies can find themselves in challenging financial situations if they lack the proper tools and processes to optimize their cash…
Example of a Product KPI Report for Banks

How Acumatica-Integrated CPM Software Can Help Companies Optimize Cash Flow and Reduce Risk

In today's unpredictable economy, businesses must be prepared to weather economic turbulence and be equipped with the right tools to make smart financial decisions. For many businesses, managing cash flow is a major challenge. A lack of visibility…
Example of a Product KPI Report for Banks

Comparing Solver and Vena: A Comprehensive Review of CPM Solutions for Dynamics 365 Business Central Users

When it comes to financial management and performance reporting, two popular solutions for Microsoft Dynamics 365 Business Central users are Solver (www.solverglobal.com) and Vena (www.venasolutions.com). Both solutions offer robust features…
Example of a Consolidated Statement of Income Call Report

Consolidated Statement of Income Call Report for Banks

What is a Consolidated Statement of Income Call Report? The Consolidated Statement of Income is considered a Call Report and is used by accountants and compliance managers to submit quarterly data as per Office of the Comptroller of the…
Example of a Top Ten Customers by Profitability Report for banks

Top Ten Customers by Profitability Report for Banks

What is a Top Ten Customers by Profitability Report for Banks? Top Customer by Profitability Reports are considered customer ranking reports and are used by managers and account executives to get a snapshot of the top most profitable customer…
Example of a New Customer Acquisition Report for Banks

New Customer Acquisition Report for Banks

What is a New Customer Acquisition Report for Banks? New Customer Acquisition Reports are considered growth and profitability analysis tools and are used by sales managers and leaders to monitor new customer growth and profitability metrics.…
Example of a Profitability by Customer Report for Banks

Profitability by Customer Report for Banks

What is a Profitability by Customer Report for Banks? Customer Profitability Reports are considered operational reports and are used by account executives and analysts to review income, expenses and profitability for individual customers.…
Example of a Profitability by Customer Account Report for Banks

Profitability by Customer Account Report for Banks

What is a Profitability by Customer Account Report for Banks? Customer Account Profitability Reports are considered operational reports and are used by account executives and analysts to review income, expenses and profitability for individual…
Example of a Term Deposit Profitability Trend Report for Banks

Term Deposit Profitability Trend Report for Banks

What is a Term Deposit Profitability Trend Report for Banks? Term Deposit Profitability Trend Reports are considered operational reports and are used by executives and managers to analyze monthly trends in term deposit metrics. Some of the…
Example of a Loan Profitability Trend Report for Banks

Loan Profitability Trend Report for Banks

What is a Loan Profitability Trend Report for Banks? Loan Profitability Trend Reports are considered operational reports and are used by executives and loan managers to analyze monthly trends in loan KPIs. Some of the main functionality…
Example of a Balance Sheet Report for Bank Branches

Balance Sheet Report for Bank Branches

What is a Balance Sheet Report for Bank Branches? Branch-level Balance Sheets are considered essential month-end reports and are used by corporate executives and branch managers to track actual balances and variances for assets, liabilities…
Example of an Income Statement Report for bank branches

Income Statement Report for Bank Branches

What is a Income Statement Report for Bank Branches? Branch-level Income Statements are considered essential month-end reports and are used by corporate executives and branch managers to track revenues, expenses and profitability. Some of…
Example of a Certificates of Deposit Production Trend Report for Banks

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…
Example of a Loan Production Trend Report for Banks

Loan Production Trend Report for Banks

What is a Loan Production Trend Report for Banks? Loan Production Trend Reports are considered operational analysis tools and are used by executives and loan managers to monitor trends and anomalies in branch-level and consolidated loan…
Example of a Yield and Rate Analysis Report by Bank Branch

Yield and Rate Analysis Report by Bank Branch

What is a Yield and Rate Analysis Report by Bank Branch? Yield and Interest Rate Reports are considered analysis tools and are used by Executives and CFOs to analyze actual and budgeted rates and yields by branch. Some of the main functionality…
Example of a Balanced Scorecard Report for Bank Branches

Balanced Scorecard Report for Bank Branches

What is a Balanced Scorecard for Bank Branches? Balanced Scorecard Reports are considered KPI tools and are used by bank executives and managers to measure branch performance. Some of the main functionality in this type of strategic report…
Example of a Securities by Category Report for Banks

Securities by Category Report for Banks

What is a Securities by Category Report for Banks? Securities Reports are considered portfolio analysis tools and are used by investment managers and analysts to monitor market- and book values of different security categories. Some of…
Example of a Trended Securities Summary Portfolio Report for Banks

Trended Securities Summary Report for Banks

What is a Trended Securities Summary Report for Banks? Trended Securities Summary Reports are considered monthly trend analysis tools and are used by investment managers and analysts to monitor monthly trends in their portfolio. Some of…
Example of a Securities Summary Portfolio Report for Banks

Securities Summary Portfolio Report for Banks

What is a Securities Summary Portfolio Report for Banks? Securities Portfolio Reports are considered analysis tools and are used by investment managers and analysts to monitor the market- and book values of different securities. Some of…
Example of a Deposit and GL Reconciliation Report for Banks

Deposit and GL Reconciliation Report for Banks

What is a Deposit and GL Reconciliation Report for Banks? Reconciliation Reports are considered data control tools and are used by accountants to help ensure that loan-related transactions tie to the General Ledger. Some of the main functionality…
Example of a Loan and GL Reconciliation Report for Banks

Loan and GL Reconciliation Report for Banks

What is a Loan and GL Reconciliation Report for Banks? Reconciliation Reports are considered data control tools and are used by accountants to help ensure that loan-related transactions tie to the General Ledger. Some of the main functionality…
Example of a Securities and GL Reconciliation Report for Banks

Securities and GL Reconciliation Report for Banks

What is a Securities and GL Reconciliation Report for Banks? Reconciliation Reports are considered monthly data control tools and are used by accountants to help ensure that securities-related transactions tie to the General Ledger. Some…
Example of an Expense Variance Report for Banks

Expense Variance Report for Banks

What is an Expense Variance Report for Banks? Expense Variance Reports are considered financial control reports and are used by controllers and department managers to monitor actual expenditures compared to the budget. Some of the main functionality…
Example of a Trended Regulatory Report for Banks

Trended Regulatory Report for Banks

What is a Trended Regulatory Report for Banks? Trended Regulatory Reports are considered government compliance reports and are used by CFOs, Controllers and Compliance Reporting Managers to provide key financial metrics in a specific reporting…
Example of a Trended Balance Sheet Report for Banks

Trended Balance Sheet Report for Banks

What is a Trended Balance Sheet Report for Banks? Trended Balance Sheets are considered analytical financial reports and are used by executives and CFOs to track monthly trends in assets, liabilities and equity. Some of the main functionality…
Example of a Trended Income Statement for Banks

Trended Income Statement for Banks

What is a Trended Income Statement for Banks? Trended Income Statements are considered core financial reports and are used by executives and branch managers to track monthly trends in revenues, expenses and profitability. Some of the main…
Example of a Product KPI Report for Banks

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…