Posts

Example of a 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 is that it presents a total score per bank branch based on a series of strategic KPIs. These include: Loan measures, Deposit measures, Profitability measures, FTE measures, and Customer measures. You find an example of this type of strategic report below.

Purpose of Balanced Scorecard Reports

Banks use Scorecard Reports to give leaders a tool to measure the success of their branches in executing on the company’s strategies. When used as part of good business practices in Executive- and FP&A Departments, a bank can improve its branch manager’s alignment with the corporate strategy and increase performance, and it can reduce the chances that branch leaders invest time and resources in areas outside of corporate plans and goals.

Example of a Balanced Scorecard Report

Here is an example of a Branch Balance Scorecard Report with strategic measures and values and scores.

Example of a Balanced Scorecard Report for Bank Branches

Example of a Balanced Scorecard Report for Bank Branches

You can find hundreds of additional examples here

Who Uses This Type of Strategic report?

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

Other Reports Often Used in Conjunction with Balanced Scorecard Reports

Progressive Executive- and FP&A departments sometimes use several different Balanced Scorecard Reports, along with profit & loss reports, balance sheets, cash flow statements, KPI reports, executive dashboards, budget models and forecasts and other management and control tools.

Where Does the Data for Analysis Originate From?

The Actual (historical transactions) data typically comes from various bank software 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 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 the main functionality in this type of report is that it is parameter driven and for any select group of securities it displays book- and market values as well as variances between these. The security categories are listed in the rows. Across the columns you find: Book value and its yield- and life metrics, market value with yield and life metrics, and variances between book and life metrics. You find an example of this type of report below.

Purpose of Securities by Category Reports

Banks use Securities by Category Reports to analyze book- and market value KPIs and variances. When used as part of good business practices in Investment- and Finance Departments, a bank can improve its securities strategies and profitability, and it can reduce the chances that lack of easy on-demand reports reduces the ability to make faster and better decisions.

Example of a Securities by Category Report

Here is an example of a Securities by Category Report with value and yield metrics and variances.

Example of a Securities by Category Report for Banks

Example of a Securities by Category 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: Investment managers, securities portfolio managers, analysts.

Other Reports Often Used in Conjunction with Securities by Category Reports

Progressive Investment- and Finance departments sometimes use several different Securities by Category Reports, along with securities transaction reports, investment dashboards, KPI dashboards, securities dashboards and other management and control tools.

Where Does the Data for Analysis Originate From?

The Actual (historical transactions) data typically comes from securities management software 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 Trended Securities Summary Portfolio 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 the main functionality in this type of monthly trend report is that it dynamically lists months up to the current period across the columns with market yield in percent and amount figures down the rows. The top section (not visible in the screenshot below) shows the current market value of each security type. Color coding at the cell level helps the user quickly see high and low performing months and securities. You find an example of this type of monthly trend report below.

Purpose of Trended Securities Portfolio Reports

Banks use Trended Securities Portfolio Reports to easily discover trends and compare security values and yields. When used as part of good business practices in Investment- and Finance Departments, a bank can improve its securities strategies and profitability, and it can reduce the chances that important trends and outliers are discovered later than necessary.

Example of a Trended Securities Portfolio Report

Here is an example of a Trended Securities Summary Report with monthly values and yields by security category.

Example of a Trended Securities Summary Portfolio Report for Banks

Example of a Trended Securities Summary Portfolio Report for Banks

You can find hundreds of additional examples here

Who Uses This Type of Monthly Trend Report?

The typical users of this type of monthly trend report are: Investment managers, securities portfolio managers, analysts.

Other Reports Often Used in Conjunction with Trended Securities Portfolio Reports

Progressive Investment- and Finance departments sometimes use several different Securities Portfolio Reports, along with securities transaction reports, investment dashboards, KPI dashboards, securities dashboards and other management and control tools.

Where Does the Data for Analysis Originate From?

The Actual (historical transactions) data typically comes from securities management software 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 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 the main functionality in this type of dashboard report is that it combines charts, figures and exception highlighting to optimize analysis. The top left chart shows book value of securities on the left axis and yield on the right axis. The top right chart shows market value of securities on the left axis and yield on the right axis. The body of the report lists securities down the rows. The columns include: Book value, Gross Yield, Gross Life, Book Value Yield, Book Value Life, Market Value, Gross Yield, Gross Life, Market Yield, Market Life, Market versus Book Value Variance, Yield Variance, and Life Variance. You find an example of this type of dashboard report below.

Purpose of Security Summary Portfolio Reports

Banks use Security Summary Portfolio Reports to give managers an easy way to compare book value with market value and analyze the variances. When used as part of good business practices in Investment departments, a bank can improve its securities strategies and profitability, and it can reduce the chances that managers react slowly to significant book to market value variances.

Example of a Security Summary Portfolio Report

Here is an example of a graphical securities portfolio summary report with details for book and market value metrics.

Example of a Securities Summary Portfolio Report for Banks

Example of a Securities Summary Portfolio Report for Banks

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: Investment managers, securities portfolio managers, analysts.

Other Reports Often Used in Conjunction with Security Summary Portfolio Reports

Progressive Investment departments sometimes use several different Security Portfolio Reports, along with securities transactions reports, investment dashboards, KPI dashboards, securities dashboards and other management and control tools.

Where Does the Data for Analysis Originate From?

The Actual (historical transactions) data typically comes from securities 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 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 in this type of report is that it for any given GL account chosen by the user will list and match with the related deposit transactions. In the columns display months up to the current period to make it easy to track historical balances. You find an example of this type of report below.

Purpose of Deposit and GL Reconciliation Reports

Banks use Deposit and GL Reconciliation Reports to automate and speed up the monthly close process and to ensure that data from deposit transactions match with the related GL postings. When used as part of good business practices in Accounting departments, a bank can improve its accounting staff efficiency, and it can reduce the chances that mistakes carry through to financial reports.

Example of a Deposit and GL Reconciliation Report

Here is an example of a Deposit and GL Reconciliation Report with user-defined parameters for Entity and Account.

Example of a Deposit and GL Reconciliation Report for Banks

Example of a Deposit and GL Reconciliation 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: Controllers and Accountants.

Other Reports Often Used in Conjunction with Deposit and GL Reconciliation Reports

Progressive Accounting departments sometimes use several different Deposit and GL Reconciliation Reports, along with detailed deposit reports, profit & loss reports, balance sheets, cash flow statements and other management and control tools.

Where Does the Data for Analysis Originate From?

The Actual (historical transactions) data typically comes from deposit management systems for retail banks 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 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 in this type of report is that it for any given GL account chosen by the user will list and match with the related loan transactions. The columns list months up to the current period to make it easy to track historical balances. You find an example of this type of report below.

Purpose of Loan and GL Reconciliation Reports

Banks use Loan and GL Reconciliation Reports to automate and speed up the monthly close process and to ensure that data from loan transactions match with the related GL postings. When used as part of good business practices in Accounting departments, a bank can improve its accounting staff efficiency, and it can reduce the chances that mistakes carry through to financial reports.

Example of a Loan and GL Reconciliation Report

Here is an example of a Loan and GL Reconciliation Report with user-defined parameters for Entity and Account.

Example of a Loan and GL Reconciliation Report for Banks

Example of a Loan and GL Reconciliation 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: Controllers and Accountants.

Other Reports Often Used in Conjunction with Loan and GL Reconciliation Reports

Progressive Accounting departments sometimes use several different Loan and GL Reconciliation Reports, along with Detailed loan reports, profit & loss reports, balance sheets, cash flow statements and other management and control tools.

Where Does the Data for Analysis Originate From?

The Actual (historical transactions) data typically comes from loan 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 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 of the main functionality in this type of report is that it for any given GL account chosen by the user will list and match with the related securities transactions. Months up to the current period are listed across the columns to track historical balances. You find an example of this type of report below.

Purpose of Securities and GL Reconciliation Reports

Banks use Securities and GL Reconciliation Reports to automate and speed up the monthly close process and to ensure that data from sub-ledgers match with the related GL postings. When used as part of good business practices in Accounting departments, a bank can improve its accounting staff efficiency, and it can reduce the chances that mistakes carry through to financial reports.

Example of a Securities and GL Reconciliation Report

Here is an example of a Securities and GL Reconciliation Report with user-defined parameters for Entity and Account.

Example of a Securities and GL Reconciliation Report for Banks

Example of a Securities and GL Reconciliation 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: Controllers and Accountants.

Other Reports Often Used in Conjunction with Securities and GL Reconciliation Reports

Progressive Accounting departments sometimes use several different Securities and GL Reconciliation Reports, along with profit & loss reports, balance sheets, cash flow statements, KPI reports, budget models, 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 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 in this type of control report is that it dynamically expands expense accounts down the rows and summarize them to sub-totals and a grand total. The three columns show: 1) Actual expenses for the month, 2) Budget, and 3) Variance in percent. You find an example of this type of control report below.

Purpose of Expense Variance Reports

Banks use Expense Variance Reports to give managers an easy way to monitor their department’s expenses and to catch major budget variances. When used as part of good business practices in Accounting departments, a bank can improve its cost control and related decisions, and it can reduce the chances that major budget overruns occur.

Example of an Expense Variance Report

Here is an example of an Expense Variance Report with actual and budget figures.

Example of an Expense Variance Report for Banks

Example of an Expense Variance Report for Banks

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: CFOs, Analysts, Controllers, Cost Accountants, Department Managers.

Other Reports Often Used in Conjunction with Expense Variance Reports

Progressive Accounting departments sometimes use several different Expense Variance Reports, along with profit & loss reports, balance sheets, cash flow statements, KPI reports, expense dashboards, budget models, 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 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 format. Some of the main functionality in this type of compliance report is that it is a standard format that populates automatically based on the period.  It dynamically expands months across the columns based on the period you run the report for. The rows in the reports show a typical regulatory report layout with interest income, specifications of loans and advances, and more rolling up to sub-totals. You find an example of this type of compliance report below.

Purpose of Trended Regulatory Reports

Banks use Trended Regulatory Reports to minimize labor and cost by automating the production of compliance reports. When used as part of good business practices in Accounting departments, a bank can improve its regulatory reporting processes, and it can reduce the chances that there are mistakes in reported figures due to manual errors.

Example of a Trended Regulatory Report

Here is an example of a Regulatory Report with monthly figures in the columns.

Example of a Trended Regulatory Report for Banks

Example of a Trended Regulatory Report for Banks

You can find hundreds of additional examples here

Who Uses This Type of Compliance report?

The typical users of this type of compliance report are: Regulatory Reporting Managers, CFOs, Controllers, Accountants.

Other Reports Often Used in Conjunction with Trended Regulatory Reports

Progressive Accounting departments sometimes use several different Trended Regulatory Reports, along with internal financial statements, trial balances, control reports, loan 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 a 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 in this type of report is that it dynamically expands months across the columns based on the period you run the report for. The rows in the reports show a typical balance sheet layout with Assets, Liabilities and Equity sections and account balance details rolling up to sub-totals. The user can get further detail by drilling down on individual cells to see transaction-level information. You find an example of this type of report below.

Purpose of Trended Balance Sheet Reports

Banks use Trended Balance Sheet Reports to give executives both detailed and summarized views of assets and liabilities for each month up to the current period. When used as part of good business practices in Executive- and Financial Planning & Analysis (FP&A) departments, a bank can improve its strategies and profitability, and it can reduce the chances that leaders make poor decisions because they don’t see if a figure is a trend or an outlier.

Example of a Trended Balance Sheet Report

Here is an example of Trended Balance Sheet Report with dynamic listing of year-to-date months and rows that can expand/collapse to simplify analysis.

Example of a Trended Balance Sheet Report for Banks

Example of a Trended Balance Sheet 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, Regional Managers, Branch Managers, CFOs, Analysts.

Other Reports Often Used in Conjunction with Trended Balance Sheet Reports

Progressive Executive- and Financial Planning & Analysis (FP&A) departments sometimes use several different Balance Sheet Reports, along with income statement variance and trend reports, cash flow statements, financial dashboards, KPI dashboards, budget 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