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.
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 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!
Financial Planning & Analysis
ERP solutions that work with how you do business. Generate information that generates revenue.
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.
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Shows Trends and Key Value points.
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Present in Summary and have it open to the Detail.
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Present the Percentages. The percentages are what the readers look for immediately so calculate them and anticipate getting questions of Why.
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.
​
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.
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!
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Having good looking financials starts the conversation out in the direction to give you a clear response.
