Sample Report

Profit and Loss – Review

Profit And Loss Review Example Dashboard

Drive strategic analysis of key performance indicators with the review template.

This report allows you to track your most important Top 3 KPI’s to track by account dimension selected within your business, combined with a rolling 12 months overview to easily spot trends.

The wizard will walk you through the definition and assignment of your top 3 KPI’s by the account dimension selected and provides the ability to define the dimension breakdown for each chart. The format and layout of each chart can be then further customized to suit your organizational needs. This is a great starting point to focus your organization’s monthly review in the right direction.

The dynamic design of the report allows the end user of the report to change various POV selections such as Entity, Scenario and Account. The selections made in the POV will interact with all the charts and corresponding titles will be updated automatically, including the report title which is dynamic and will show the Account dimension selected.

Recommendation:
The report visualization works perfectly with stacked bars, therefore we recommend to add a stacked format and data labels via rules. How to add rules, is depicted in one of the print-screens.

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