Tag Archive for: template

Example of a Revenue and Expense Budget Input Form to Streamline the Annual Budget Input Form

Using web-based P&L Budgeting Forms to Streamline the Annual Planning Process

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How can Budget Input Forms Drive Faster and Better Decisions? As Budget Managers increasingly become key advisors in the Annual Budgeting Process, they must rely on modern self-service corporate performance management (CPM) and business intelligence…
Example of a Profit & Loss Forecast Input Template to Streamline the Forecasting Process

Using Profit & Loss Forecast Templates to Streamline the Forecasting Process

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How can Automated Forecast Input Forms Drive Faster and Better Decisions? As Budget Managers increasingly become key advisors in the Forecasting Process, they must rely on modern self-service corporate performance management (CPM) and business…
Example of a Profit & Loss Top Down Driver-based Forecast Template to Streamline the Planning Process

Using Profit & Loss Top Down Driver-based Forecasts to Streamline the Planning Process

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How can Forecast Input Forms Drive Faster and Better Decisions? As Budget Managers increasingly become innovators in the Planning Process, they must rely on modern self-service corporate performance management (CPM) and business intelligence…
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…
Example of a Loan Performance Dashboard for Banks

Loan Performance Dashboard for Banks

What is a Loan Performance Dashboard for Banks? Loan Performance Dashboards are considered operational analysis tools and are used by executives and loan officers to monitor approval and default trends and comparisons. Some of the main functionality…
Example of a CFO Dashboard for Banks

CFO Dashboard for Banks

What is a CFO Dashboard for Banks? CFO Dashboards are considered financial analysis tools and are used by CFOs and financial managers to monitor trends and budget variances for key financial metrics. Some of the main functionality in this…
Example of an Executive Dashboard for Banks

Executive Dashboard for Banks

What is an Executive Dashboard for Banks? Executive Dashboards are considered analysis tools and are used by leaders to track financial performance. Some of the main functionality in this type of dashboard is that it provides analysis of…