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Example of a Consolidating Profit & Loss Report for Events and Venues

What is a Consolidating Profit & Loss Report for Events and Venues?

Consolidating Profit & Loss (P&L) reports are considered key performance analysis tools and are used by CFOs and executives to compare and benchmark profitability across events and to see the consolidated results for all events. Some of the main functionality in this type of roll-up report is that it dynamically lists all chosen event categories across the columns with a consolidated total in the far right column. The user can click on any of the tabs at the bottom of the report and see how each individual event consolidate up to the category they belong to on the main report page. Based on the event categories the user selects when running the report, both the summary page and the detailed tabs dynamically adapt. You find an example of this type of roll-up report below.

Purpose of Consolidating Profit & Loss Event Reports

Venues and sports organizations use Consolidating Profit & Loss Event Reports to give managers a clear picture of margins and profitability across all events in one or multiple venues. When used as part of good business practices in Executive and Financial Planning & Analysis (FP&A) departments, a company can improve its strategic decisions and related profitability, and it can reduce the chances that leaders make slow or inferior decisions due to lack of a complete financial picture.

Example of a Consolidating Profit & Loss Event Report

Here is an example of a Consolidating Profit & Loss Report with a summary tab (seen below) by event category and detailed tabs showing individual events within each category.

Example of a Consolidating Profit & Loss Report for Events and Venues

Example of a Consolidating Profit & Loss Report for Events and Venues

 

You can find hundreds of additional examples here

Who Uses This Type of Roll-up report?

The typical users of this type of roll-up report are: financial executives, board members, management teams.

Other Reports Often Used in Conjunction with Consolidating Profit & Loss Event Reports

Progressive Executive and Financial Planning & Analysis (FP&A) departments sometimes use several different Consolidating Profit & Loss Event Reports, along with balance sheets, cash flow statements, KPI reports, financial dashboards, annual budgets and forecasts, benchmarking 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 Profit & Loss Variance Report for Professional Sports Teams

What is a Profit & Loss Variance Report?

Profit & Loss (P&L) variance reports are considered essential monthly financial tools and are used by CFOs and executives to analyze monthly and year-to-date (YTD) results. Some of the main functionality in this type of report is that it can be run for any given period and will dynamically list year-to-date and monthly figures with actual and prior year with variances. Exception highlights shows high and low variances. The YTD columns can be expanded to see each individual period with its revenues and expenses. You find an example of this type of report below.

Purpose of P&L Variance Reports

Sports organizations use P&L Variance Reports to have a clear picture of revenues, expenses, margins and profitability at any time during the year. When used as part of good business practices in Executive and Financial Planning & Analysis (FP&A) departments, an organization can improve its performance analysis and speed up decision-making, and it can reduce the chances that managers lack real-time financial insight to drive their planning and decision processes.

Example of a P&L Variance Report

Here is an example of a P&L Variance Report with current period and year-to-date results with variances.

Example of a Profit & Loss Variance Report for Professional Sports Teams

Example of a Profit & Loss Variance Report for Professional Sports Teams

You can find hundreds of additional examples here

Who Uses This Type of Report?

The typical users of this type of report are: financial executives, board members, management teams.

Other Reports Often Used in Conjunction with P&L Variance Reports

Progressive Executive and Financial Planning & Analysis (FP&A) departments sometimes use several different P&L Variance Reports, along with balance sheets, cash flow statements, KPI reports, financial dashboards, annual budgets and 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 Broadcast Revenue Report for Professional Sports Teams

What is a Broadcast Revenue Report?

Broadcast Revenue Reports are considered revenue and media analysis tools and are used by media- and revenue managers to analyze and compare detailed broadcast revenue metrics. Some of the main functionality in this type of report is that it shows detailed revenue and viewer figures per broadcaster and game. For each broadcaster (seen in the columns in the sample below) there are three columns: 1) Viewers, 2) Revenue and 3) Revenue per viewer. Games display down the rows with sub-totals by season. On the far right the report calculates the averages across all broadcasters. You find an example of this type of report below.

Purpose of Broadcast Revenue Reports

Sports organizations use Broadcast Revenue Reports to give their managers a detailed picture of income and performance of each media partner. When used as part of good business practices in Broadcast Sales and FP&A departments, an organization can improve its media strategies and related broadcasting revenues, and it can reduce the chances that performance issues with underperforming media partners are not addressed in a timely manner.

Example of a Broadcast Revenue Report

Here is an example of a Broadcast Revenue Report with detailed viewer and revenue metrics per game and broadcaster.

Example of a Broadcast Revenue Report for Professional Sports Teams

Example of a Broadcast Revenue Report for Professional Sports Teams

You can find hundreds of additional examples here

Who Uses This Type of Report?

The typical users of this type of report are: financial executives, accountants, media managers, sales managers.

Other Reports Often Used in Conjunction with Broadcast Revenue Report

Progressive Broadcast Sales and FP&A departments sometimes use several different Broadcast Revenue Reports, along with detailed transaction-level media revenue reports, reconciliation reports, media revenue budgets and forecasts, 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 a Broadcasting KPI Dashboard for Professional Sports Teams

What is a Broadcasting KPI Dashboard?

Broadcasting Dashboards are considered analysis tools and are used by media and sales managers to monitor broadcast revenues and viewer metrics. Some of the main functionality in this type of dashboard is that it provides graphical analysis from five different perspectives, including: 1) Viewer share by broadcaster, 2) Revenue share by broadcaster, 3) Broadcasters ranked by revenues, 4) Viewer count by broadcaster, and 5) Revenue by game day. You find an example of this type of dashboard below.

Purpose of Broadcasting KPI Dashboards

Sports organizations use Broadcasting KPI Dashboards to give managers an easy way to monitor revenues from their media partners. When used as part of good business practices in Media Sales and FP&A departments, a company can improve its media strategies and related broadcasting revenues, and it can reduce the chances that performance issues with underperforming media partners are not addressed in a timely manner.

Example of a Broadcasting KPI Dashboard

Here is an example of a Broadcasting KPI Dashboard with revenue and viewer metrics.

Example of a Broadcasting KPI Dashboard for Professional Sports Teams

Example of a Broadcasting KPI Dashboard for Professional Sports Teams

You can find hundreds of additional examples here

Who Uses This Type of Dashboard?

The typical users of this type of dashboard are: financial executives, media managers, sales managers.

Other Reports Often Used in Conjunction with Broadcasting KPI Dashboards

Progressive Media Sales and FP&A departments sometimes use several different Broadcasting KPI Dashboards, along with detailed broadcast revenue reports, media revenue budgets and forecasts, 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 a Food & Beverage Sales Report by Location for Venues and Professional Sports Teams

What is a Food & Beverage Sales Report by Location?

Food & Beverage (F&B) Sales Reports are considered essential performance analysis tools and are used by venue managers and financial managers to monitor key sales metrics related to F&B revenues from events/games. Some of the main functionality in this type of report is that it starts with a summary of F&B sales by category and in the main body of the report, the columns dynamically list all the games/events for the chosen time range. In the rows you find each F&B category with a roll-up to the concession/restaurant that sold them. Every row can be expanded to drill down into each F&B item. On the far right it provides a total for all the games/events as well a column (not visible in the screenshot) that displays each F&B item as a percent of total sales for that location. You find an example of this type of report below.

Purpose of Food and Beverage Sales Reports by Concession Location

Sports organizations use Food and Beverage Sales Reports by Concession to easily see the sales performance of F&B items by location in the venue. When used as part of good business practices in Financial Planning & Analysis (FP&A) departments, a company can improve its revenues and speed up decisions related to food and beverage items, and it can reduce the chances that poor performing vendors and F&B categories lead to sub-optimized sales.

Example of a Food and Beverage Sales Report by Concession

Here is an example of a Food & Beverage report with sales per game, per item/category and restaurant/concession.

Example of a Food & Beverage Sales Report by Location for Venues and Professional Sports Teams

Example of a Food & Beverage Sales Report by Location for Venues and Professional Sports Teams

You can find hundreds of additional examples here

Who Uses This Type of Report?

The typical users of this type of report are: Revenue managers, financial executives, venue managers, F&B managers.

Other Reports Often Used in Conjunction with Food and Beverage Sales Reports

Progressive Financial Planning & Analysis (FP&A) departments sometimes use several different Food and Beverage Sales Reports by Concession Location, along with detailed F&B sales reports, profit & loss reports, KPI dashboards, sales budgets and 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 Food and Beverage Sales Dashboard for Venues and professional sports teams

What is a Food and Beverage Sales Dashboard?

Food & Beverage (F&B) Sales Dashboards are considered revenue analysis tools and are used by venue managers and financial managers to monitor key sales metrics related to F&B revenues from venues and events/games. Some of the main functionality in this type of dashboard is that it displays charts focused on vendors, food and beverage categories, payments and service level. Information includes: 1) Each vendor’s percent of total F&B sales, 2) Time to serve versus quantity sold, 3) Payment methods used, 4) Sales ranked by vendors, 5) Revenue ranked by F&B category, and 6) F&B sales by event/game. You find an example of this type of dashboard below.

Purpose of Food and Beverage Sales Dashboards

Sports organizations use Food and Beverage Sales Dashboards to give managers a clear view of F&B performance metrics. When used as part of good business practices in Financial Planning & Analysis (FP&A) departments, a company can improve its revenues and optimize decisions related to venue restaurants, and it can reduce the chances that poor performing vendors and F&B categories lead to sub-optimized sales.

Example of a Food and Beverage Sales Dashboard

Here is an example of a F&B sales dashboard with vendor, item and payment analysis.

Example of a Food and Beverage Sales Dashboard for Venues and professional sports teams

Example of a Food and Beverage Sales Dashboard for Venues and professional sports teams

You can find hundreds of additional examples here

Who Uses This Type of Dashboard?

The typical users of this type of dashboard are: Revenue managers, financial executives, venue managers, F&B managers.

Other Reports Often Used in Conjunction with Food and Beverage Sales Dashboards

Progressive Financial Planning & Analysis (FP&A) departments sometimes use several different Food and Beverage Sales Dashboards, along with detailed F&B sales reports, profit & loss reports, KPI dashboards, sales budgets and 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 Ticket Sales by Seat Type Report for Sports Organizations and Venues

What is a Ticket Sales by Seat Type Report?

Ticket Sales by Seat Type Reports are considered revenue analysis tools and are used by sales and venue executives and ticket managers to analyze seat revenue metrics. Some of the main functionality in this type of report is that it shows stadium seat revenue parched up into key categories. The report starts with a summary of total revenue by seat category with variances versus prior year. Down the rows, it shows details by game grouped by pre-season, regular season and post season. Seat Types are dynamically listed across the columns. The background colors highlights high (green) and low (red) revenues. You find an example of this type of report below.

Purpose of Revenue by Seat Type Reports

Sports organizations and venues use Revenue by Seat Type Reports to easily monitor how each seat category is performing from a sales perspective. When used as part of good business practices in FP&A and Ticket departments, a company can improve its stadium seating and pricing strategies and increase revenues, and it can reduce the chances that managers don’t have the data needed to quickly react to unexpected seat revenue performance.

Example of a Revenue by Seat Type Report

Here is an example of a Revenue by Seat Type Report with detailed sales figures by game and season.

Example of a Ticket Sales by Seat Type Report for Sports Organizations and Venues

Example of a Ticket Sales by Seat Type Report for Sports Organizations and Venues

You can find hundreds of additional examples here

Who Uses This Type of Report?

The typical users of this type of report are: Executives, ticket managers, sales managers, venue managers.

Other Reports Often Used in Conjunction with Revenue by Seat Type Reports

Progressive FP&A and Ticket departments sometimes use several different Revenue by Seat Type Reports, along with detailed ticket by seat type reports, profit & loss reports, sales dashboards, KPI reports, annual budgets and 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 Ticket Sales by Vendor Report for Sports Organizations and Venues

What is a Ticket Sales by Vendor Report?

Ticket Sales by Vendor Reports are considered ticket analysis tools and are used by sales executives and ticket managers to monitor vendor performance and top line ticket revenue metrics. Some of the main functionality in this type of report is that it shows ticket sales by vendor, game and season. The report starts with a summary of total ticket sales by season and then, down the rows, shows details by game and grouped by pre-season , regular season and post season. along with sub-totals, you can see each vendor’s percent of total ticket sales. Ticket vendors are dynamically listed across the columns. The background colors highlights high (green) and low (red) revenues. You find an example of this type of report below.

Purpose of Sales by Ticket Vendor Reports

Sports organizations use Sales by Ticket Vendor Reports to easily monitor how each ticket vendor is performing. When used as part of good business practices in FP&A and Ticket departments, a company can improve its vendor strategies and increase revenues, and it can reduce the chances that managers don’t have the data needed to quickly react to unexpected ticket vendor performance.

Example of a Sales by Ticket Vendor Report

Here is an example of a Sales by Ticket Vendor Report with detailed sales figures by game and season.

Example of a Ticket Sales by Vendor Report for Sports Organizations and Venues

Example of a Ticket Sales by Vendor Report for Sports Organizations and Venues

You can find hundreds of additional examples here

Who Uses This Type of Report?

The typical users of this type of report are: Executives, ticket managers, sales managers, venue managers.

Other Reports Often Used in Conjunction with Sales by Ticket Vendor Reports

Progressive FP&A and Ticket departments sometimes use several different Sales by Ticket Vendor Reports, along with detailed ticket revenue reports, profit & loss reports, ticket dashboards, KPI reports, annual budgets and 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 Ticket Sales Dashboard for Sports Organizations

What is a Ticket Sales Dashboard?

Ticket Sales Dashboards are considered revenue analysis tools and are used by sales executives and ticket managers to have clear insight into all key aspects of ticket sales revenues. Some of the main functionality in this type of report is that it uses six charts to present key metrics and below the charts it displays tables with related figures. The graphical analysis include: 1) Top 5 vendors based on ticket sales, 2) Top 5 ticket types based on sales, 3) Top 5 games based on ticket sales, 4) Ticket revenue ranked by vendor, 5) Revenue by ticket type, and 6) Revenue by game type. You find an example of this type of report below.

Purpose of Ticket Sales Dashboards

Sports organizations and venues use Ticket Sales Dashboards to enable managers to optimize their decisions that related to ticket strategies. When used as part of good business practices in FP&A and Ticket departments, an organization can improve its ticket sales strategies and it can reduce the chances that revenues become sub-optimized due to lack of informed management decisions.

Example of a Ticket Sales Dashboard

Here is an example of a Ticket Sales Dashboard with analysis of revenues by vendor, ticket type and game.

Example of a Ticket Sales Dashboard for Sports Organizations

Example of a Ticket Sales Dashboard for Sports Organizations

You can find hundreds of additional examples here

Who Uses This Type of Report?

The typical users of this type of report are: Executives, ticket managers, sales managers, venue managers.

Other Reports Often Used in Conjunction with Ticket Sales Dashboards

Progressive FP&A and Ticket departments sometimes use several different Ticket Sales Dashboards, along with detailed ticket reports, profit & loss reports, sales dashboards, KPI reports, annual budgets and 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 Executive Dashboard for Professional Sports Organizations

What is an Executive Dashboard?

Executive financial dashboards are considered decision-support tools and are used by leaders to analyze revenue and expense trends and budget variances. Some of the main functionality in this type of report is that it provides graphical analysis with both trends and budget comparisons. The dashboard includes: 1) Actual and budget figures for revenue accounts, 2) Top 5 expense items with budget comparison, 3) Major revenue streams, 4) Total actual and budget monthly revenue trend, 5) Monthly expense trend, and 6) Top 10 budgeted player contract amounts. You find an example of this type of report below.

Purpose of Executive Dashboards

Sports organizations use Executive Dashboards to monitor financial performance of the organization. When used as part of good business practices in executive and FP&A departments, an organization can improve its decision-making quality and speed, and it can reduce the chances that strategic initiatives are not aligned with financial trends.

Example of an Executive Dashboard

Here is an example of an Executive Dashboard Report with budget variances and trend analysis.

Example of an Executive Dashboard for Professional Sports Organizations

Example of an Executive Dashboard for Professional Sports Organizations

You can find hundreds of additional examples here

Who Uses This Type of Report?

The typical users of this type of report are: CEOs, COOs, CFOs, managers.

Other Reports Often Used in Conjunction with Executive Dashboards

Progressive executive and FP&A departments sometimes use several different Executive Dashboards, along with profit & loss reports, balance sheets, cash flow statements, flash reports, KPI reports, annual budgets and 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