Management reports
Do you want to excel within your industry? Then it is very important to know how things are financially. Do you want periodic insight into the results of your company? Then we are the right partner for your company.
After the administration has been updated by us, or by yourself and checked by us, we offer the possibility to watch along online. In this way, you gain insight into the periodic results overviews, outstanding receivables, and the expected liquidity development. You can also compare the results with a previously prepared forecast.
Management Dashboard
We offer you your own dashboard which provides you periodic insight into the return of your company. Waiting until the year is over to gain insight is a thing of the past with our dashboard. The frequency of reporting depends on predetermined agreements: reporting can take place quarterly or monthly, but your administration can also be fully updated per week.
Base
We provide you as a customer with a standard dashboard. This gives you perfect insight into your results and it is even possible to click through from the dashboard on your screen to the corresponding invoice. The standard management dashboard offers your company:
- Result per period (and compared to the previous year)
- Results cumulative per period (and compared to the previous year)
- Insight into outstanding items debtors – creditors
- Multi-annual overview of results
Extensive
If you want to see more things in your dashboard in addition to the basic data, we can set this up together with you. This includes adding a forecast or customer-specific tables and graphs. We can also add non-financial information to the financial administration. Think of linking a cash register system or your payroll data. Questions that are answered quickly and easily via the extensive dashboard:
- How much turnover has my employee realized and what does this person cost me?
- What is the gross margin of my colleague in the industry and how do I score myself?
- What was my result in the second quarter last year and how much is it now? What is the deviation? And more importantly: what is the cause?
Expert
More and more often we are asked to access data from multiple data sources. We support entrepreneurs in this. This version requires more knowledge and expertise and it is presented in our services like business intelligence (BI) and process optimization. In this we support, among other things:
- Power BI
- Jet Reports
For more information, see our page about BI and process optimization
A good management report is like a dashboard: it provides you insight and can support decision-making.
Peter Renders
Associate, Fintech Consultant