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Dashboards & Reporting

Make better, data-driven decisions.

Turn data into insights

Provide your executives and business leaders the insights they need to understand performance, spot signals, react to change, and drive growth.

Pixel-perfect “CFO-approved” management reports with best practice layouts, a polished look-and-feel that is ready to present, publish, and distribute.

Accelerate decision-making with interactive features that provide additional insight, so you can drill down and get answers in the new digital boardroom.

Popular capabilities

Report formatting & styling

Look and feel IS important!

Wow your leadership team with an on-brand look-and-feel and achieve the best layout for your data. Fully customize all aspects of the report including layouts, styling, table, and data formatting.

Guided Analysis

Guided navigation that helps users navigate within two clicks to go through summary results in more detail. This can be to explore performance across different business dimensions.

Visualizations

Our extensive library of charts and visualizations, many created in-house leveraging our deep expertise in financial and performance management, help you gain insights that would otherwise be lost.

Presentation mode

Numbers don’t lie. Make sure the numbers tell their story louder than any other meeting goers.
Remove the noise, and show only the most important information.

Commentary

Add insights to data!

We provide a powerful way to augment analyses with explanations, narrations, and annotations.

Bulk Publishing

Bulk publishing completely automates the creation of board packs, turning what has typically been days of manual work, into a fully automated process.

Interactive Dashboards

Our interactive dashboards help make difficult decisions easy!

Interactive features allow you to drill down to understand what is driving performance and impacting the results. Advanced visuals help you spot signals in the data. Guided analysis helps you take action to collaborate and drive action to respond to new opportunities or threats.

Reporting

Management Reports that are “CFO-approved”

What sets us apart is the advanced formatting, styling, and layout options that are available. Fully customize all aspects of the page and build pixel-perfect; “CFO-approved” management reports with best practice layouts, and a polished look-and-feel. You get all the formatting flexibility of a spreadsheet without the headache of manually updating data and data links.

COMMENTARY

Add context with commentary

Augment your reports and analysis with explanations, narrations, and annotations.

Rich text formatting (such as fonts selection, font sizes, colors, etc.) is available. Attachments can be uploaded as supporting evidence.

Text commentary can be associated with single or multiple data points. Audit features such as contributed time-and-date stamps help you keep track of who commented and when.

Bulk Publishing

“Our Leaders still want a copy of the management pack in their inbox”

Don’t worry, we hear this a lot!

Many leaders are embracing new online-only ways of working, yet some still prefer a copy of a final report.

Bulk publishing completely automates the creation of board packs, turning what has typically been days of manual work into a fully automated process.

Office Add-ins for PowerPoint and Excel help you get your data into presentations and spreadsheets, still commonly used for reporting and ad hoc data analysis.