Using 8 Quarter Rolling Profit Margin 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 Profit Margin Dashboard template shown below enables them and users from the executive team to experience near real time profitability trend analysis that help drive faster and better decisions. Who uses 8 Quarter Rolling Profit Margin 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 helps drive profit optimization and growth strategies:
  • Profit-related KPI metrics for the most recent 8 quarters
  • The current quarter automatically displayed as quarter-to-date (QTD) figure and charts
  • Trend charts to compare profit metrics
The 8 Quarter Rolling Profit Margin 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 Profit Margin Dashboard to Streamline the Monthly Reporting Process Example of an 8 Quarter Rolling Profit Margin Dashboard to Streamline the Monthly Reporting Process[/caption] The 8 Quarter Rolling Profit Margin Dashboard is a ready-to-use Financial Dashboard from the Solver Marketplace. A Brief Description of the 8 Quarter Rolling Profit Margin 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 Gross Profit, Gross Profit Margin, EBITDA, EBITDA Margin, Net Profit, and Net Profit Margin. One of the important features that aid the user in the analysis process is the ability to see charts dynamically reflect the selected filters. 8 Quarter Rolling Profit Margin Dashboards are often used in conjunction with profit & loss reports, KPI dashboards, and revenue and expense budgets. 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
January 4, 2022