The Financial Performance Dashboard is useful for finance teams that are responsible for providing reporting to a wide variety of stakeholders with varying levels of finance expertise. It eliminates the need to manually generate reporting and ensures that information is displayed to stakeholders in a clear, interactive way.
Features:
- Breakdown of revenue, COGS, gross margin, expenses and earnings, with a “Details” view for those who want to see in a table view
- Ability to view by divisions or department, product, or service lines
- Exportable to excel or pdf’s to be used in other reporting
- Can be part of MD&A or board packages
- Can be used on any financial system
- ie. Quickbooks, Zero, Sage, Microsoft Dynamics, SAP, Oracle
- Only 7 columns of data required:
- Date
- Account
- Sub-Account
- Department
- Division (or any other characteristic)
- Amount
- Actual or Budget
