Tag Archive for: Software
How Modern Budgeting and Reporting Software Tools Can Optimize Cash Flow and Reduce Risk for Sage Intacct Users
Sage IntacctAs 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,…
Achieving Revenue Growth and Better Cost Control with Modern Financial Reporting and Analytics Tools for Dynamics 365 Business Central
Microsoft DynamicsIn 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…
How Acumatica-Integrated CPM Software Helps Businesses Achieve Revenue Growth and Cost Control through Streamlined Financial Reporting and Analysis
AcumaticaIn 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…
Maximizing Cash Flow and Minimizing Risk with Dynamics 365 Business Central and Modern CPM Software
Microsoft DynamicsCash 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…
How Acumatica-Integrated CPM Software Can Help Companies Optimize Cash Flow and Reduce Risk
AcumaticaIn 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…
Comparing Solver and Vena: A Comprehensive Review of CPM Solutions for Dynamics 365 Business Central Users
Microsoft DynamicsWhen 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…
Consolidated Statement of Income Call Report for Banks
Report, Budget, Forecast and Dashboard Template GlossaryWhat 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…
Top Ten Customers by Profitability Report for Banks
Report, Budget, Forecast and Dashboard Template GlossaryWhat 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…
New Customer Acquisition Report for Banks
Report, Budget, Forecast and Dashboard Template GlossaryWhat 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.…
Profitability by Customer Report for Banks
Report, Budget, Forecast and Dashboard Template GlossaryWhat 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.…
Profitability by Customer Account Report for Banks
Report, Budget, Forecast and Dashboard Template GlossaryWhat 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…
Term Deposit Profitability Trend Report for Banks
Report, Budget, Forecast and Dashboard Template GlossaryWhat 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…
Loan Profitability Trend Report for Banks
Report, Budget, Forecast and Dashboard Template GlossaryWhat 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…
Balance Sheet Report for Bank Branches
Report, Budget, Forecast and Dashboard Template GlossaryWhat 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…
Income Statement Report for Bank Branches
Report, Budget, Forecast and Dashboard Template GlossaryWhat 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…
Certificates of Deposit Production Trend Report for Banks
Report, Budget, Forecast and Dashboard Template GlossaryWhat 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…
Loan Production Trend Report for Banks
Report, Budget, Forecast and Dashboard Template GlossaryWhat 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…
Yield and Rate Analysis Report by Bank Branch
Report, Budget, Forecast and Dashboard Template GlossaryWhat 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…
Balanced Scorecard Report for Bank Branches
Report, Budget, Forecast and Dashboard Template GlossaryWhat 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…
Securities by Category Report for Banks
Report, Budget, Forecast and Dashboard Template GlossaryWhat 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…
Trended Securities Summary Report for Banks
Report, Budget, Forecast and Dashboard Template GlossaryWhat 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…
Securities Summary Portfolio Report for Banks
Report, Budget, Forecast and Dashboard Template GlossaryWhat 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…
Deposit and GL Reconciliation Report for Banks
Report, Budget, Forecast and Dashboard Template GlossaryWhat 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…
Loan and GL Reconciliation Report for Banks
Report, Budget, Forecast and Dashboard Template GlossaryWhat 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…
Securities and GL Reconciliation Report for Banks
Report, Budget, Forecast and Dashboard Template GlossaryWhat 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…
Expense Variance Report for Banks
Report, Budget, Forecast and Dashboard Template GlossaryWhat 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…
Trended Regulatory Report for Banks
Report, Budget, Forecast and Dashboard Template GlossaryWhat 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…
Trended Balance Sheet Report for Banks
Report, Budget, Forecast and Dashboard Template GlossaryWhat 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…
Trended Income Statement for Banks
Report, Budget, Forecast and Dashboard Template GlossaryWhat 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…
Product KPI Report for Banks
Report, Budget, Forecast and Dashboard Template GlossaryWhat 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…