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What are key aspects or inputs to be added in monthly Financials Dashboard template in Excel to represent management?

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Question ajoutée par Subramanian Karuppiah , Finance Business Partner (Business Unit Cost Control) , Urbacon Trading & Contracting (UCC), Qatar & Saudi Arabia
Date de publication: 2016/01/10
Maigari Usama
par Maigari Usama , Director , Qatar Airways

1. custom dashboard 

2. updating the dashboard 

3. dashboard design and setup 

4. setting up the dashboard 

5.mystery retailer weekly performance overview

 

 

Muhammad  Fawad Aslam
par Muhammad Fawad Aslam , Assistant Consultant , Falcon Services PVT Limited

Business owners need information to make decisions.  Some of them want to view data, not just be told what the data means and what their decision should be.

Context – each metric is referenced against a comparison period

Trend – each metric is trended for up to 15 periods

Segmentation – up to five segments can be applied to the data

Edmond Rutavi
par Edmond Rutavi , IT Technician , Morayford Garage Equipment

management must want to know about monthly nos. of all products on different format. just like.

1, date wise and product wise

2, decision wise and product wise

3. staff wise and product wise and date wise for staff productivity

4. staff wise and decision wise

5. region wise and product wise. etc

Haneeah Alsfadi
par Haneeah Alsfadi , Perssonal Coordinator , Madinah National

Monthly Financial Dashboard input or aspect :

Basically depend on the need of management and also on nature of business the organisation in.... However below  -

Revenue, COS and margin trend & comparison

Product and cost allocation summary

 

management must want to know about monthly nos. of all products on different format. just like.

1, date wise and product wise

2, decision wise and product wise

3. staff wise and product wise and date wise for staff productivity

4. staff wise and decision wise

5. region wise and product wise. etc

Rizwan Shan
par Rizwan Shan , MIS Analyst , Abu Dhabi Commercial Bank

This type of questions depend on your data and your management. which kind of data you are updating and which type of report i.e. dashboard wants your management. i.e. if you are working in a bank and updating different product data like. credit card / personal loans / smart loans / auto loans / mortgage etc.

management must want to know about monthly nos. of all products on different format. just like.

1, date wise and product wise

2, decision wise and product wise

3. staff wise and product wise and date wise for staff productivity

4. staff wise and decision wise

5. region wise and product wise. etc

 

you can prepare different dashboard with one big data.

Vikram Zanwar
par Vikram Zanwar , Head of Business Budgeting and Planning , GBI QSTP

Monthly Financial Dashboard input or aspect :

Basically depend on the need of management and also on nature of business the organisation in.... However below  -

Revenue, COS and margin trend & comparison

Product and cost allocation summary

KPI performance matrix : segment / product verses budget and target

Cash Flow, risk and opportunities and MIS report on various aspect.

Project performance against estimated spend

 

Financial dashboard may vary according to the recipient / audience.

Tauseef Raza Bangash
par Tauseef Raza Bangash , (SNGPL) in Kohat as a student , Sui Northern Gas Pipeline Limited

There are a number of different software applications that will help you build and then keep track of your key performance indicators. KPI dashboard software packages include Domo, SimpleKPI, Geckoboard and Cyfe. Essentially, these applications all perform the same function: the creation and monitoring of your key performance indicators. You can also create your own KPI dashboard using Excel.

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