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REPORTING and DASHBOARDS

Plan the ERP Implementation around the Reports and Dashboards that should result and enjoy the new system.

REPORTING and DASHBOARDS

Plan the ERP Implementation around the Reports and Dashboards that should result and enjoy the new system.

Reporting and Dashboards
Making data relevant in business operations.

Brainstorming

Reporting & Dashboards

Great reports support great business decision making.  The design of reports and creation of dashboards to get the most out of the system.

Financial Report

Financial Systems

Upgrading Financial Systems so that the system keeps up with the growth of your company.  Knowing your options and implementing it right the first time is the key!

Image by Kaleidico

Financial Planning & Analysis

ERP solutions that work with how you do business.  Generate information that generates revenue.

Accountant Records

Chart of Accounts

The backbone of all data management is a well thought-through numbering scheme for the financials, for the products, for the people

SALES BY 

Reporting

is your most

powerful

document

for rapidly

understanding

if the other party

'gets' your business.

INCOME STATEMENT 

that shows 3 to 4 years 

comparatively

on one page.

​

Show the growth 

percentages.

​

Show one year projected.

We are Listening!

We listen to
what you want,

we understand what you do, we see where you are going.

INCOME STATEMENT  Your financials tell a great story about your financial success.

  • Shows Trends and Key Value points.

  • Present in Summary and have it open to the Detail.

  • Present the Percentages.  The percentages are what the readers look for immediately so calculate them and anticipate getting questions of Why.

Financials-IncomeStatement.JPG

SALES BY BRAND

Show how the brand grows Year Over Year by showing the Growth % Year over Year as well as showing the Gross Margin % and showing the Sales % that each Brand represents of the Total Sales. 

​

Financials-SalesByBrand.JPG

SALES BY SKU

Show how your SKUs are performing by showing the Growth % Year Over Year and include the GM% by SKU if you can.  Highlight the % of total sales that each SKU represents.  You will be asked about SKU Concentration and this will help to explain.  

Financials-SalesBySKU.JPG
Financials-SalesByCustomer.JPG

SALES BY CUSTOMER

Show how your customers are growing with you by showing the Growth % Year Over Year.  

Present the GM% by Customer.  Highlight the % of total sales that each Customer represents

You will be asked about Customer Concentration and this will help  to explain.

INCOME STATEMENT DETAILED  Know your Numbers!

  • Having good looking financials starts the conversation out in the direction to give you a clear response.

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Reporting and Dashboards

Critical to Running the Business and Getting the Most out of the ERP System.

Design the Reporting Package as part of the ERP Implementation.

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