Posts

Example of a Gross Margin Trend Analysis Report to Streamline the Monthly Reporting Process

How can Profitability Analysis Drive Faster and Better Decisions?

As CFOs increasingly become key advisors in the Monthly Reporting Process, they must rely on modern self-service corporate performance management (CPM) and business intelligence (BI) tools. Using interactive Profitability Analysis like the Gross Margin Trend Analysis Report template shown below enables them and users from the executive teams to experience near real time revenues, cost of sales, gross profit and gross margin insights that help drive faster and better decisions.

Who uses Gross Margin Trend Analysis Reports and What are Some Key Analytical Features?

In today’s fast-paced business environment, CFOs are under high pressure to supply end users like the management team and board members with timely and concise Profitability Analysis. Companies use key features like the ones below to support their users with effective analysis that helps drive better insights into trends that influence margins and profitability:

  • Summary view of the gross margin for executive and board level updates.
  • Graphical and reporting views of gross margin for the preceding 14 month periods.
  • Analysis of Current YTD Actual Revenue, Current YTD Actual COGS, Gross Profit, and Gross Margin

The Gross Margin Trend Analysis Report template can be used as a key element of the Monthly Reporting process:

Example of a Gross Margin Trend Analysis Report to Streamline the Monthly Reporting Process

Example of a Gross Margin Trend Analysis Report to Streamline the Monthly Reporting Process

The Gross Margin Trend Analysis Report is a ready-to-use Profitability Analysis template from the Solver Marketplace.

A Brief Description of the Gross Margin Trend Analysis Report

Profitability Analysis reports like the one seen in the image above are interactive and parameter driven and typically contain sections with charts and data . One of the important features that aid the user in the analysis process is the ability to easily see a graphical 14 month rolling view of gross margins. Gross Margin Trend Analysis Reports are often used in conjunction with rolling trended balance sheets and profit & loss reports, gross margin dashboards, cost and revenue analysis reports, sales reports, revenue and margin budget input forms.

Data Integration to Transaction Systems

Most organizations these days want automated and streamlined planning, reporting and analysis. However, many of the benefits described earlier rely on best of breed Corporate Performance Management (CPM) tools and/or Business Intelligence (BI) capabilities as well as data marts or data warehouses that use pre-built integrations to the organization’s ERP system. Oftentimes, they also need integrations to other key data sources like CRM, subscription systems, payroll tools, etc.

Modern, cloud-based ERPs like Microsoft Dynamics 365 Finance (D365 Finance), Microsoft Dynamics 365 Business Central (D365 BC), Sage Intacct, Acumatica, Netsuite and SAP have robust APIs which allow for dynamic integrations to CPM and BI tools that are fully automated and flexible to run on a schedule or on-demand.

Additional Resources to Aid with Research of Templates, CPM and BI Tools

Example of an Executive Dashboard with Financial KPIs to Streamline the Monthly Analysis Process

How can Dashboards and Scorecards Drive Faster and Better Decisions?

As CFOs increasingly become key advisors in the Monthly Analysis Process, they must rely on modern self-service corporate performance management (CPM) and business intelligence (BI) tools. Using interactive Dashboards and Scorecards like the Executive Dashboard with Financial KPIs template shown below enables them and users from the senior leadership team to experience near real time profit & loss (P&L) and balance sheet metrics that help drive faster and better decisions.

Who uses Executive Dashboards with Financial KPIs and What are Some Key Analytical Features?

In today’s fast-paced business environment, CFOs are under high pressure to supply end users like executives and board members with timely and concise Dashboards and Scorecards. Companies use key features like the ones below to support their users with effective analysis that helps drive better and faster decisions:

  • One page overview that brings together the top financial metrics in an easy to view layout
  • Combined trend charts and year-to-date variance metrics
  • Green and red backgrounds with performance indicators that dynamically changes based on variances from budget or last year actuals

The Executive Dashboard with Financial KPIs template can be used as a key element of the Monthly Analysis process:

Example of an Executive Dashboard with Financial KPIs to Streamline the Monthly Analysis Process

Example of an Executive Dashboard with Financial KPIs to Streamline the Monthly Analysis Process

The Executive Dashboard with Financial KPIs is a ready-to-use Dashboards and Scorecards from the Solver Marketplace.

A Brief Description of the Executive Dashboard with Financial KPIs Template

Dashboards and Scorecards like the one seen in the image above are interactive and parameter driven and typically contain sections with pre-defined KPIs with charts. One of the important features that aid the user in the analysis process is the ability to review eye catching and easy to read KPI trends and variances. Executive Dashboards with Financial KPIs are often used in conjunction with profit & loss reports, balance sheets, and supporting operational reports.

Data Integration to Transaction Systems

Most organizations these days want automated and streamlined planning, reporting and analysis. However, many of the benefits described earlier rely on best of breed Corporate Performance Management (CPM) tools and/or Business Intelligence (BI) capabilities as well as data marts or data warehouses that use pre-built integrations to the organization’s ERP system. Oftentimes, they also need integrations to other key data sources like CRM, subscription systems, payroll tools, etc.

Modern, cloud-based ERPs like Microsoft Dynamics 365 Finance (D365 Finance), Microsoft Dynamics 365 Business Central (D365 BC), Sage Intacct, Acumatica, Netsuite and SAP have robust APIs which allow for dynamic integrations to CPM and BI tools that are fully automated and flexible to run on a schedule or on-demand.

Additional Resources to Aid with Research of Templates, CPM and BI Tools

Example of an Asset & Liability Analysis Template to Streamline the Monthly Reporting Process

How can Balance Sheet KPI Analysis Drive Faster and Better Decisions?

As CFOs increasingly become key advisors in the Monthly Reporting Process, they must rely on modern self-service corporate performance management (CPM) and business intelligence (BI) tools. Using interactive Balance Sheet reports like the Asset & Liability Analysis template shown below enables them and other executives to review near real time asset and liability metrics that help drive faster and better decisions.

Who uses Asset & Liability Analysis with Variances and Trends and What are Some Key Analytical Features?

In today’s fast-paced business environment, CFOs are under high pressure to supply end users like managers and board members with timely and concise Balance Sheet Analysis. Companies use key features like the ones below to support their leaders with effective analysis that helps drive quicker and smarter decisions:

  • Monitor variances between the current month and last year
  • Detect key asset and liability trends
  • Easy report configuration to focus on the exact balance sheet categories that management wants to monitor

The Asset & Liability Analysis template can be used as a key element of the Monthly Reporting process:

Example of an Asset & Liability Analysis Template to Streamline the Monthly Reporting Process

Example of an Asset & Liability Analysis Template to Streamline the Monthly Reporting Process

The Asset & Liability Analysis with Variances and Trends report is a ready-to-use Balance Sheet Analysis template from the Solver Marketplace.

A Brief Description of the Asset & Liability Analysis with Variances and Trends Template

Balance Sheet Analysis reports like the one seen in the image above are interactive and parameter driven and typically contain sections with variance metrics, trend charts and a report component with detailed figures. One of the important features that aid the user in the analysis process is the ability to quickly see top three balance sheet account categories for short term assets, long term assets, short term liabilities and long term liabilities. Asset & Liability Analysis with Variances and Trends templates are often used in conjunction with profit & loss reports, trended balance sheets and dashboards, cash flow statements, as well as balance sheet and cash flow budget and forecast input forms.

Data Integration to Transaction Systems

Most organizations these days want automated and streamlined planning, reporting and analysis. However, many of the benefits described earlier rely on best of breed Corporate Performance Management (CPM) tools and/or Business Intelligence (BI) capabilities as well as data marts or data warehouses that use pre-built integrations to the organization’s ERP system. Oftentimes, they also need integrations to other key data sources like CRM, subscription systems, payroll tools, etc.

Modern, cloud-based ERPs like Microsoft Dynamics 365 Finance (D365 Finance), Microsoft Dynamics 365 Business Central (D365 BC), Sage Intacct, Acumatica, Netsuite and SAP have robust APIs which allow for dynamic integrations to CPM and BI tools that are fully automated and flexible to run on a schedule or on-demand.

Additional Resources to Aid with Research of Templates, CPM and BI Tools

Example of an 8 Quarter Rolling Profit & Loss Report to Streamline the Monthly Reporting Process

How can Trended Financial Statements Drive Faster and Better Decisions?

As CFOs increasingly become key advisors in the Monthly Reporting Process, they must rely on modern self-service corporate performance management (CPM) and business intelligence (BI) tools. Using interactive Financial Statements like the 8 Quarter Rolling Profit & Loss Report template shown below enables them and users from the executive teams to experience near real time quarterly P&L trend analysis that help drive faster and better decisions.

Who uses 8 Quarter Rolling Profit & Loss Reports and What are Some Key Analytical Features?

In today’s fast-paced business environment, CFOs are under high pressure to supply end users like board members and executive leaders with timely and concise Financial Statements. Companies use key features like the ones below to support their users with effective analysis that helps drive faster and smarter decisions:

  • Rolling quarterly columns that dynamically display the past 7 quarters as well as quarter-to-date (QTD) data for the most current periods
  • Parameter-driven execution where the user can select year/period and company
  • Automated row-layout based on account categories

The 8 Quarter Rolling Profit & Loss Report template can be used as a key element of the Monthly Reporting process:

Example of an 8 Quarter Rolling Profit & Loss Report to Streamline the Monthly Reporting Process

Example of an 8 Quarter Rolling Profit & Loss Report to Streamline the Monthly Reporting Process

The 8 Quarter Rolling Profit & Loss Report is a ready-to-use Financial Statement from the Solver Marketplace.

A Brief Description of the 8 Quarter Rolling Profit & Loss Report Template

Financial Statements like the one seen in the image above are interactive and parameter driven and typically contain a presentation quality trended Profit & Loss layout. One of the important features that aid the user in the analysis process is the ability to easily compare revenues, expenses and profit margin trends for the most recent quarters. 8 Quarter Rolling Profit & Loss Reports are often used in conjunction with balance sheet and cash flow trend reports, 13 month rolling P&L reports, KPI dashboards and multi-year budget models.

Data Integration to Transaction Systems

Most organizations these days want automated and streamlined planning, reporting and analysis. However, many of the benefits described earlier rely on best of breed Corporate Performance Management (CPM) tools and/or Business Intelligence (BI) capabilities as well as data marts or data warehouses that use pre-built integrations to the organization’s ERP system. Oftentimes, they also need integrations to other key data sources like CRM, subscription systems, payroll tools, etc.

Modern, cloud-based ERPs like Microsoft Dynamics 365 Finance (D365 Finance), Microsoft Dynamics 365 Business Central (D365 BC), Sage Intacct, Acumatica, Netsuite and SAP have robust APIs which allow for dynamic integrations to CPM and BI tools that are fully automated and flexible to run on a schedule or on-demand.

Additional Resources to Aid with Research of Templates, CPM and BI Tools

Example of a AP Detail Report with Drill-down to Gorilla Expense to Streamline the Vendor Expense Analysis Process

How can Accounts Payable Reports with Drill-down Drive Faster and Better Decisions?

As Accounting Managers increasingly become key innovators in the Vendor Expense Analysis Process, they must rely on modern self-service corporate performance management (CPM) and business intelligence (BI) tools. Using interactive Accounts Payable Reports like the AP Detail Report with Drill-down to Gorilla Expense example shown below enables them and end users from departments, finance and accounting teams to experience near real time vendor expense trend analysis that help drive faster and better decisions.

Who uses AP Detail Reports with Drill-down to Gorilla Expense and What are Some Key Analytical Features?

In today’s fast-paced business environment, Accounting Managers are under high pressure to supply end users like controllers, AP managers and department heads with timely and concise Accounts Payable Reports. Companies use key features like the ones below to support their users with effective analysis that helps drive more informed purchase planning and quicker expense analysis:

  • Vendor Expense transactions with hyperlinks for one-click access to the underlying document or image receipt in Gorilla Expense
  • Detailed vendor expenses with dates and invoice amounts
  • Parameter-driven report where the user can choose dates and which business unit to run the report for

The AP Detail Report with Drill-down to the Gorilla Expense application can be used as a key element of the Vendor Expense Analysis process:

Example of a AP Detail Report with Drill-down to Gorilla Expense to Streamline the Vendor Expense Analysis Process

The AP Detail Report with Drill-down to Gorilla Expense is a ready-to-use Accounts Payable Report from the Solver Marketplace.

A Brief Description of the AP Detail Report with Drill-down to Gorilla Expense

Accounts Payable Reports like the one seen in the image above are interactive and parameter driven and typically contain sections with Vendor Number, Vendor Name, Document Number, Invoice Number, Document Type, Invoice Date, Invoice Posting Date, Invoice Due Date, Invoice Amount, and Link that opens Gorilla Expense. One of the important features that aid the user in the analysis process is the ability to provide a web-based, self-service vendor report that can be run on demand or that can be scheduled to be distributed to any user in the organization. AP Detail Report with Drill-down to Gorilla Expense are often used in conjunction with AP summary reports, Top vendor reports, Accounts payable and vendor analysis dashboards, balance sheets, and profit & loss variance reports.

Data Integration to Transaction Systems

Most organizations these days want automated and streamlined planning, reporting and analysis. However, many of the benefits described earlier rely on best of breed Corporate Performance Management (CPM) tools and/or Business Intelligence (BI) capabilities as well as data marts or data warehouses that use pre-built integrations to the organization’s ERP system. Oftentimes, they also need integrations to other key data sources like CRM, subscription systems, payroll tools, etc.

Modern, cloud-based ERPs like Microsoft Dynamics 365 Finance (D365 Finance), Microsoft Dynamics 365 Business Central (D365 BC), Sage Intacct, Acumatica, Netsuite and SAP have robust APIs which allow for dynamic integrations to CPM and BI tools that are fully automated and flexible to run on a schedule or on-demand.

Additional Resources to Aid with Research of Templates, CPM and BI Tools

Example of an AP Trend Report by Vendor to Streamline the Vendor Expense Analysis Process

How can Accounts Payable Reports Drive Faster and Better Decisions?

As Accounting Managers increasingly become key innovator in the Vendor Expense Analysis Process, they must rely on modern self-service corporate performance management (CPM) and business intelligence (BI) tools. Using interactive Accounts Payable Reports like the AP Trend Report by Vendor template shown below enables them and users from the finance and payables teams to experience near real time vendor expense trend analysis that help drive faster and better decisions.

Who uses AP Trend Reports by Vendor and What are Some Key Analytical Features?

In today’s fast-paced business environment, Accounting Managers are under high pressure to supply end users like controllers and AP managers with timely and concise Accounts Payable Reports. Companies use key features like the ones below to support their users with effective analysis that helps drive better and more informed purchase planning, rate negotiations, or department forecasting:

  • Dynamic 13 month rolling view of vendor expenses
  • Expenses summarized by vendor and month
  • Total vendor expense amounts trended

The AP Trend Report by Vendor template can be used as a key element of the Vendor Expense Analysis process:

Example of an AP Trend Report by Vendor to Streamline the Vendor Expense Analysis Process

Example of an AP Trend Report by Vendor to Streamline the Vendor Expense Analysis Process

The AP Trend Report by Vendor is a ready-to-use Accounts Payable Reports from the Solver Marketplace.

A Brief Description of the AP Trend Report by Vendor Template

Accounts Payable Reports like the one seen in the image above are interactive and parameter driven and typically contain sections with monthly summarized payables data with monthly totals. One of the important features that aid the user in the analysis process is the ability to rolling monthly vendor expense view that helps discover anomalies and trends. AP Trend Reports by Vendor are often used in conjunction with AP detail reports, Top vendor reports, Accounts Payable and vendor analysis dashboards, balance sheets, and profit & loss variance reports.

Data Integration to Transaction Systems

Most organizations these days want automated and streamlined planning, reporting and analysis. However, many of the benefits described earlier rely on best of breed Corporate Performance Management (CPM) tools and/or Business Intelligence (BI) capabilities as well as data marts or data warehouses that use pre-built integrations to the organization’s ERP system. Oftentimes, they also need integrations to other key data sources like CRM, subscription systems, payroll tools, etc.

Modern, cloud-based ERPs like Microsoft Dynamics 365 Finance (D365 Finance), Microsoft Dynamics 365 Business Central (D365 BC), Sage Intacct, Acumatica, Netsuite and SAP have robust APIs which allow for dynamic integrations to CPM and BI tools that are fully automated and flexible to run on a schedule or on-demand.

Additional Resources to Aid with Research of Templates, CPM and BI Tools

Reporting and Analysis

Example of a Balance Sheet Trend Report to Streamline the Monthly Reporting Process

How can Financial Statements Drive Faster and Better Decisions?

As CFOs increasingly become key advisors in the Monthly Reporting Process, they must rely on modern self-service corporate performance management (CPM) and business intelligence (BI) tools. Using interactive Financial Statements like the Balance Sheet Trend Report template shown below enables them and users from the executive teams to experience near real time trended asset, liability and equity metrics that help drive faster and better decisions.

Who uses Balance Sheet Trend Reports and What are Some Key Analytical Features?

In today’s fast-paced business environment, CFOs are under high pressure to supply end users like senior leaders and finance managers with timely and concise Financial Statements. Companies use key features like the ones below to support their users with effective analysis that helps drive investment and debt decisions:

  • Monthly trended assets, liabilities, and shareholder equity figures both for this year and last year actuals
  • Comparison of Last Year YTD and Current Year variances
  • Drill down to account- and journal entry level detail

The Balance Sheet Trend Report template can be used as a key element of the Monthly Reporting process:

Example of a Balance Sheet Trend Report to Streamline the Monthly Reporting Process

Example of a Balance Sheet Trend Report to Streamline the Monthly Reporting Process

The Balance Sheet Trend Reports is a ready-to-use Financial Statement from the Solver Marketplace.

A Brief Description of the Balance Sheet Trend Reports Template

Financial Statements like the one seen in the image above are interactive and parameter driven and typically contain sections with monthly trend columns with totals and variances and professional balance sheet formatting. One of the important features that aid the user in the analysis process is the ability to offer self-service, parameter-driven report execution. Balance Sheet Trend Reports are often used in conjunction with trended profit & loss and cash flow reports, balance sheet variance reports, KPI dashboards, and cash flow budget models.

Data Integration to Transaction Systems

Most organizations these days want automated and streamlined planning, reporting and analysis. However, many of the benefits described earlier rely on best of breed Corporate Performance Management (CPM) tools and/or Business Intelligence (BI) capabilities as well as data marts or data warehouses that use pre-built integrations to the organization’s ERP system. Oftentimes, they also need integrations to other key data sources like CRM, subscription systems, payroll tools, etc.

Modern, cloud-based ERPs like Microsoft Dynamics 365 Finance (D365 Finance), Microsoft Dynamics 365 Business Central (D365 BC), Sage Intacct, Acumatica, Netsuite and SAP have robust APIs which allow for dynamic integrations to CPM and BI tools that are fully automated and flexible to run on a schedule or on-demand.

Additional Resources to Aid with Research of Templates, CPM and BI Tools

Example of a Rolling 13 Month P&L Trend Report to Streamline the Monthly Reporting Process

How can Financial Statements Drive Faster and Better Decisions?

As CFOs increasingly become key advisors in the Monthly Reporting Process, they must rely on modern self-service corporate performance management (CPM) and business intelligence (BI) tools. Using interactive Financial Statements like the Rolling 13 Month P&L Trend Report template shown below enables them and users from the leadership teams to experience near real time trend analysis for revenues, expenses and margins that help drive faster and better decisions.

Who uses Rolling 13 Month P&L Trend Reports and What are Some Key Analytical Features?

In today’s fast-paced business environment, CFOs are under high pressure to supply end users like CFOs and executive leaders with timely and concise Financial Statements. Companies use key features like the ones below to support their users with effective analysis that helps drive better decisions based on continuous trend data:

  • Dynamically created columns with 13 months of history based on the current month
  • Expandable rows (to drill to GL account and below)
  • Period and company filters that dynamically drives the report content

The Rolling 13 Month P&L Trend Report template can be used as a key element of the Monthly Reporting process:

Example of a Rolling 13 Month P&L Trend Report to Streamline the Monthly Reporting Process

Example of a Rolling 13 Month P&L Trend Report to Streamline the Monthly Reporting Process

The Rolling 13 Month P&L Trend Report is a ready-to-use Financial Statement from the Solver Marketplace.

A Brief Description of the Rolling 13 Month P&L Trend Report Template

Financial Statements like the one seen in the image above are interactive and parameter driven and typically contain sections with advanced Profit & Loss row layout and 13 historical columns with a total. One of the important features that aid the user in the analysis process is the ability to do on-the-fly trend analysis without being locked into a calendar or fiscal year. Rolling 13 Month P&L Trend Reports are often used in conjunction with profit & loss variance reports, balance sheets trends reports, forecast input models and trend dashboards.

Data Integration to Transaction Systems

Most organizations these days want automated and streamlined planning, reporting and analysis. However, many of the benefits described earlier rely on best of breed Corporate Performance Management (CPM) tools and/or Business Intelligence (BI) capabilities as well as data marts or data warehouses that use pre-built integrations to the organization’s ERP system. Oftentimes, they also need integrations to other key data sources like CRM, subscription systems, payroll tools, etc.

Modern, cloud-based ERPs like Microsoft Dynamics 365 Finance (D365 Finance), Microsoft Dynamics 365 Business Central (D365 BC), Sage Intacct, Acumatica, Netsuite and SAP have robust APIs which allow for dynamic integrations to CPM and BI tools that are fully automated and flexible to run on a schedule or on-demand.

Additional Resources to Aid with Research of Templates, CPM and BI Tools

Example of an 8 Quarter Rolling KPI Dashboard to Streamline the Monthly Reporting Process

How can Financial Dashboards Drive Faster and Better Decisions?

As CFOs increasingly become key advisors in the Monthly Reporting Process, they must rely on modern self-service corporate performance management (CPM) and business intelligence (BI) tools. Using interactive Financial Dashboards like the 8 Quarter Rolling KPI Dashboard template shown below enables them and users from the leadership team to experience near real time key performance indicator (KPI) trend analysis that help drive faster and better decisions.

Who uses 8 Quarter Rolling KPI Dashboards and What are Some Key Analytical Features?

In today’s fast-paced business environment, CFOs are under high pressure to supply end users like executives and board members with timely and concise Financial Dashboards. Companies use key features like the ones below to support their users with effective analysis that serves as important enablers for their decision-makers:

  • KPI tables with metrics for Revenue, Gross Profit, EBITDA, Current Ratio, Debt to Asset Ratio, and Debt to Equity Ratio
  • Waterfall charts showing aggregate profit & loss metrics for the past eight quarters
  • Quarterly column charts comparing P&L and Balance Sheet metrics while also showing trends

The 8 Quarter Rolling KPI Dashboard template can be used as a key element of the Monthly Reporting process:

Example of an 8 Quarter Rolling KPI Dashboard to Streamline the Monthly Reporting Process

Example of an 8 Quarter Rolling KPI Dashboard to Streamline the Monthly Reporting Process

The 8 Quarter Rolling KPI Dashboard is a ready-to-use Financial Dashboard from the Solver Marketplace.

A Brief Description of the 8 Quarter Rolling KPI Dashboard Template

Financial Dashboards like the one seen in the image above are interactive and parameter driven and typically contain sections with charts and indicators for the selected KPIs. One of the important features that aid the user in the analysis process is the ability to select parameters such as year, period and company and immediately see charts update with trend analysis. 8 Quarter Rolling KPI Dashboards are often used in conjunction with p&l, balance sheet and cash flow reports, variance dashboards, and KPI target input forms.

Data Integration to Transaction Systems

Most organizations these days want automated and streamlined planning, reporting and analysis. However, many of the benefits described earlier rely on best of breed Corporate Performance Management (CPM) tools and/or Business Intelligence (BI) capabilities as well as data marts or data warehouses that use pre-built integrations to the organization’s ERP system. Oftentimes, they also need integrations to other key data sources like CRM, subscription systems, payroll tools, etc.

Modern, cloud-based ERPs like Microsoft Dynamics 365 Finance (D365 Finance), Microsoft Dynamics 365 Business Central (D365 BC), Sage Intacct, Acumatica, Netsuite and SAP have robust APIs which allow for dynamic integrations to CPM and BI tools that are fully automated and flexible to run on a schedule or on-demand.

Additional Resources to Aid with Research of Templates, CPM and BI Tools