Using 8 Quarter Rolling KPI Dashboards to Streamline the Monthly Reporting Process

    How can Financial Dashboard s 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 Dashboard s 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: [caption id="" align="alignnone" width="2560"] 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[/caption] 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