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Example of a 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 type of dashboard is that it provides graphical analysis of eight different metrics, including: 1) Actual versus budgeted revenues by product, 2) Monthly revenue trend, 3) Actual and budget revenue comparison for departments, 4) Monthly expense trend, 5) Actual and budget revenue comparison by branch, 6) Monthly profit trend, 7) Top products by revenue, and 8) Bottom products by revenue. You find an example of this type of dashboard below.

Purpose of CFO Dashboards

Banks use CFO Dashboards to enable financial leaders to look beyond classic financial statements in their analysis. When used as part of good business practices in Financial Planning & Analysis (FP&A) departments, a bank can improve its expense control and profitability, and it can reduce the chances that any important outliers or trends are detected too late for corrective decisions.

Example of a CFO Dashboard

Here is an example of a Bank CFO Dashboard for actual and budget comparisons and trend analysis.

Example of a CFO Dashboard for Banks

Example of a CFO Dashboard for Banks

You can find hundreds of additional examples here

Who Uses This Type of Dashboard?

The typical users of this type of dashboard are: CFOs, Analysts, Product Managers, Budget Managers.

Other Reports Often Used in Conjunction with CFO Dashboards

Progressive Financial Planning & Analysis (FP&A) departments sometimes use several different CFO Dashboards, along with profit & loss reports, balance sheets, cash flow statements, 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 CFO Dashboard for Credit Unions

What is a CFO Dashboard?

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 type of dashboard is that it provides graphical analysis of eight different metrics, including: 1) Actual versus budgeted revenues by product, 2) Monthly revenue trend, 3) Actual and budget revenue comparison for departments, 4) Monthly expense trend, 5) Actual and budget revenue comparison by branch, 6) Monthly profit trend, 7) Top products by revenue, and 8) Bottom products by revenue. You find an example of this type of dashboard below.

Purpose of CFO Dashboards

Credit Unions use CFO Dashboards to enable financial leaders to look beyond classic financial statements in their analysis. When used as part of good business practices in Financial Planning & Analysis (FP&A) departments, a company can improve its expense control and profitability, and it can reduce the chances that any important outliers or trends are detected too late for corrective decisions.

Example of a CFO Dashboard

Here is an example of a Credit Union CFO Dashboard for actual and budget comparisons and trend analysis as well as actual to budget comparisons.

Example of a CFO Dashboard for Credit Unions

Example of a CFO Dashboard for Credit Unions

You can find hundreds of additional examples here

Who Uses This Type of Dashboard?

The typical users of this type of dashboard are: CFOs, Analysts, Product Managers, Budget Managers.

Other Reports Often Used in Conjunction with CFO Dashboards

Progressive Financial Planning & Analysis (FP&A) departments sometimes use several different Financial Dashboards, along with profit & loss reports, balance sheets, cash flow statements, 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 Customer Sales Dashboard for a Distribution Company

What is a Customer Sales Dashboard for a Distribution Company?

Customer sales dashboards are considered market analysis tools and are used by sales executives to analyze sales performance metrics. Some of the main functionality in this type of dashboard is that it provides six visualizations for KPI analysis: 1) Sales by sales manager, 2) Gross margin by product, 3) Actual versus budgeted product sales, 4) Monthly revenue trend, 5) Accounts receivable (AR) by customer, and 6) Top 5 customer sales. You find an example of this type of dashboard below.

Purpose of Customer Sales Dashboards

Distribution businesses use Customer Sales Dashboards to provide self-service analysis that enables easy monitoring of customer sales metrics. When used as part of good business practices in an sales department, a company can improve its marketing and positioning strategies, and it can reduce the chances that sales managers miss the big picture because they only view transaction reports.

Customer Sales Dashboard Example

Here is an example of a Customer Sales Dashboard for a distribution company.

Example of a Customer Sales Dashboard for a Distribution Company

Example of a Customer Sales Dashboard for a Distribution Company

You can find hundreds of additional examples here

Who Uses This Type of Dashboard?

The typical users of this type of dashboard are: Chief Revenue Officers and sales managers.

Other Dashboards Often Used in Conjunction with Customer Sales Dashboards

Progressive sales departments sometimes use several different Customer Sales Dashboards, along with  product sales dashboards, sales transaction reports, accounts receivables (AR) reports, profit & loss reports, inventory dashboards and other management and control tools.

Where Does the Data for Analysis Originate From?

The Actual (historical transactions) data typically comes from management systems or 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 Sales Manager Dashboard for a Distribution Company

What is a Sales Manager Dashboard ?

Sales manager dashboards are considered revenue analysis tools and are used by sales executives to monitor sales performance metrics. Some of the main functionality in this type of dashboard is that it provides six visualizations for KPI analysis: 1) Sales by sales manager, 2) Gross margin by product, 3) Actual versus budgeted product sales, 4) Monthly revenue trend, 5) Accounts receivable (AR) by customer, and 6) Top 5 customer sales. You find an example of this type of dashboard below.

Purpose of Sales Manager Dashboards

Distribution businesses use Sales Manager Dashboards to give sales executives an easy, self-service monitoring tool. When used as part of good business practices in an sales department, a company can improve its decision-making and grow related revenues, and it can reduce the chances that managers are missing the big picture when it comes to sales performance.

Sales Manager Dashboard Example

Here is an example of a Sales Manager Dashboard for a distribution business.

Example of a Sales Manager Dashboard for a Distribution Company

Example of a Sales Manager Dashboard for a Distribution Company

You can find hundreds of additional examples here

Who Uses This Type of Dashboard?

The typical users of this type of dashboard are: Chief Revenue Officers and sales managers.

Other Dashboards Often Used in Conjunction with Sales Manager Dashboards

Progressive sales department sometimes use several different Sales Manager Dashboards, along with  customer sales dashboards, sales transaction reports, accounts receivables (AR) reports, profit & loss reports, inventory dashboards and other management and control tools.

Where Does the Data for Analysis Originate From?

The Actual (historical transactions) data typically comes from management systems or 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 Product Sales Dashboard for a Distribution Company

What is a Product Sales Dashboard for a Distribution Company?

Product sales dashboards are considered sales analysis and monitoring tools and are used by sales and product managers to keep track of product performance metrics. Some of the main functionality in this type of dashboard is that it provides graphical analysis of product-focused sales metrics. These include: Sales by product, gross margin by product, sales versus gross margin by product, monthly revenue trend, monthly gross margin trend, and top 5 customer sales. You find an example of this type of dashboard below.

Purpose of Product Sales Dashboards

Distribution businesses use Product Sales Dashboards to provide managers with a self-service, web-based tool to monitor sales and margins for products. When used as part of good business practices in an sales department, a company can improve its product strategies and it can reduce the chances that decisions are slow or never happen due to lack of sales metric visibility.

Product Sales Dashboard Example

Here is an example of a Product Sales Dashboard for a distribution business.

Example of a Product Sales Dashboard for a Distribution Company

Example of a Product Sales Dashboard for a Distribution Company

 

You can find hundreds of additional examples here

Who Uses This Type of Dashboard?

The typical users of this type of dashboard are: Sales managers, product managers, executives.

Other Dashboards Often Used in Conjunction with Product Sales Dashboards

Progressive sales department sometimes use several different Product Sales Dashboards, along with general customer sales dashboards, sales transaction reports, profit & loss reports, inventory dashboards and other management and control tools.

Where Does the Data for Analysis Originate From?

The Actual (historical transactions) data typically comes from management systems or 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 a Distribution Company

What is an Executive Dashboard for a Distribution Company?

Executive dashboards are considered important analysis tools and are used by upper management to review overall performance as it relates to sales and inventory key performance indicators (KPIs). Some of the main functionality in this type of dashboard is that it combines four KPI charts with a report section. The charts covers: 1) Inventory turnover by distribution center, 2) Inventory turnover trend by month, 3) Top 10 customers based on sales, and 4) Top 10 best-selling products. The report section at the bottom of the charts contains the related metrics in a table format. You find an example of this type of dashboard below.

Purpose of Executive Dashboards for Distributors

Distribution businesses use Executive Dashboards to provide self-service analysis that enables quick and easy monitoring of sales and inventory metrics. When used as part of good business practices in an executive department, a company can improve the speed and agility of decisions and it can reduce the chances that executives lack important insight between formal corporate meetings.

Executive Dashboards Example

Here is an example of an Executive Dashboard with sales and inventory KPIs.

Example of an Executive Dashboard for a Distribution Company

Example of an Executive Dashboard for a Distribution Company

You can find hundreds of additional examples here

Who Uses This Type of Dashboard?

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

Other Dashboards Often Used in Conjunction with Executive Dashboards for Distributors

Progressive executive department sometimes use several different Executive Dashboards, along with general sales dashboards, inventory reports, profit & loss reports, cash flow statements, balance sheets and other management and control tools.

Where Does the Data for Analysis Originate From?

The Actual (historical transactions) data typically comes from management systems or 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 Product Sales with Ranking and Trend Analysis Report

What is a Product Sales with Ranking and Trend Analysis Report?

Product-focused sales reports are considered sales analytics tools and are often used by sales executives and product managers to determine how each product is performing both in terms of volume and sales amount. Some of the key functionality in this type of analytical report is that it combines chart visualizations with a numerical report sections. The top of the report shows products ranked by year-to-date (YTD) sales amounts, the second chart shows actual current year YTD sales versus last year. The numerical section at the bottom shows each product down the rows and each month up to the current period, last year YTD and variance across the columns. You find an example of this type of analytical report below.

Purpose of Product-focused sales reports

Companies and organizations use product-focused sales reports to to get a quick snapshot of product performance with drill down to transactional detail for quick answers. When used as part of good business practices in a sales and product management department, a company can improve its comparative analysis and product performance tracking as well as reduce the chances that underperforming products go undetected for longer than necessary.

Product-focused sales report Example

Here is an example of a Product Sales Report with ranking and monthly trend analysis.

Example of Product Sales with Ranking and Trend Analysis Report

Example of Product Sales with Ranking and Trend Analysis Report

You can find hundreds of additional examples here

Who Uses This Type of Analytical report?

The typical users of this type of analytical report are: Sales executives, product managers.

Other Analytical reports Often Used in Conjunction with Product-focused sales reports

Progressive sales and product management Departments sometimes use several different Product-focused sales reports, along with sales summary reports, sales dashboards, regional and sales person 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