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Automation Series by Function

Financial Planning & Analysis

Monitor real-time revenue streams and profit margins.

Staffing & Headcount Planning

Optimize staffing levels and employee allocation to balance workloads.

Bonus & Commission Distribution

Automate bonus and commission calculations based on real performance data.
Automation Series by Industry

Law Industry

Simplify billing, track performance, and impress clients.

Asset Management

Automate AUM tracking, performance insights, and client reporting

Accounting

The Accounting industry Pilot Program is accepting applications - contact us!

Custom Intelligence Solutions

Unlock the power of your data. Transform complex data into actionable insights that drive strategic decisions.

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FP&A Automation Series

The Executive Dashboard

Gain a holistic view of your organization's financial health with consolidated insights from all dashboards. The Executive Dashboard, built entirely in Power BI, integrates key elements from the P&L and Staffing dashboards, with overviews of the Bonus Pool, and Sales Commissions dashboards, all in one, to optimize strategic planning and drive growth.
Core Features

Dynamic Filtering

Analyze data across various dimensions such as department, region, and time period.

$Tailor your analysis to specific segments, helping identify trends and performance metrics relevant to your strategic goals.

Comprehensive Data Views

Access a holistic view of your financial and workforce data, including P&L, staffing, and multi-year trends.

$Compare and analyze different periods and datasets for a complete executive overview.

Interactive Visualizations

Engage with your data through real-time updates and drill-down capabilities.

$Explore data in depth, simplifying complex information and deriving actionable insights.

Integrated Executive Analysis

Obtain a comprehensive analysis of key metrics across all departments.

$Integrate various data points for a detailed overview of organizational health and performance.

The Benefits

Enhanced Tracking & Forecasting

Gain detailed insights into organizational performance and future trends.

$Access accurate and timely information to make informed decisions and plan strategically for growth.

Improved Decision-Making

Leverage real-time data to make strategic decisions quickly and confidently.

$Access up-to-date information instantly, reducing time spent on manual data gathering and analysis.

Identification of Key Performance Drivers

Pinpoint the main factors driving organizational changes.

$Focus on the areas with the most significant impact on performance and optimize your strategies accordingly.

Comprehensive View

Achieve a complete overview of your organization’s performance with comprehensive oversight of all key metrics.

$Monitor your organizational performance closely, ensuring accuracy and consistency in reporting and analysis.

Value Proposition & ROI

Immediate Insights

Quickly access actionable insights for faster decision-making, reducing decision-making time by up to 30%.

Operational Efficiency

Streamlined data processes save time and reduce operational costs, cutting manual data handling by up to 40%.

Customizable Reporting

Tailor reports to specific needs for better clarity and relevance, improving report accuracy by up to 25%.

Strategic Alignment

Identify and align organizational strategies for optimal resource allocation, improving overall efficiency by up to 15%.
Executive Dashboard

How It Works

From data collection to clean-up and full transformation in the implementation stage, we ensure accuracy and consistency, tailoring the solution to your needs with full customization, including your brand’s colors and logo.

Collection

Data Collection & Clean-Up

Gather, clean, and validate data from various sources for accuracy
Transformation

Process Automation Development

Automate tasks like forecasting, revenue variance, and turnover analysis.
Process

Transformation & Optimization

Connect data sources, develop KPIs and metrics, and prepare for integration.
Launch

Plug & Play Deployment

Integrate optimized data into the dashboard for immediate insights.
Customization

Customization & Access Controls

Apply your brand’s elements & set up security access controls.
Support

Ongoing Support & Optimization

See our Model Support Levels packages for comprehensive support options.

Process Developments within The Executive Dashboard

During implementation, through automation, we streamline processes by reducing manual work, resulting in improved planning accuracy, enhanced efficiency, and better strategic decisions.

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Included Features

ZAutomated Forecasting, Budgeting, and Actuals Analysis Integration
ZAutomated Integration of Variance Analysis Insights within Forecast
ZAutomated Attrition Forecast based on YTD/Prior Years Turnover
ZAutomated Workflow Communication for the Sales Commissions & Bonus Pool Overviews

Customization & Access Controls

We offer full customization of each pre-made dashboard at no additional cost. This includes integrating your brand’s color palette and logo seamlessly.

g

Included Features

ZColor Palette Integration: Align the dashboard with your brand’s colors.
ZLogo Integration: Feature your company’s logo.
ZAccess Controls: Manage user access levels.
ZKPI Customization: Tailor KPIs to your terminology.
Illustrations by Storyset

Ready to transform your Financial Planning & Analysis?

Contact us today to learn more about this Plug-and-Play Power BI Dashboard.
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Including ROI Estimation
Executive Dashboard

The Dashboard Elements

The Executive Dashboard provides a comprehensive suite of tools designed to offer detailed financial insights and support strategic planning by consolidating metrics from all FP&A models. Below is a table summarizing the key elements, their focus areas, and the outputs they provide:

Element

Focus Area

Output

Element

The Overview

Focus Area

Revenue, workforce & financial performance metrics

Output

Key metrics, graphs & KPIs, dynamic filtering, multi-year trends, real-time updates.

Element

The Compare

Focus Area

KPI & Metrics Side-by-side comparison

Output

Side-by-side data comparison with dynamic filters and customizable graphs of all metrics available in the models.

Element

The Combined Waterfalls

Focus Area

YoY Waterfall performance analysis

Output

Dual full-year waterfall views with a toggle choice between PTI, revenue, and staffing metrics.

Element

The Sales Commissions Overview

Focus Area

Quarterly sales commission cycles

Output

High-level view of quarterly cycles providing full visibility.

Element

The Bonus Pool Overview

Focus Area

Annual bonus commission cycles

Output

High-level view of annual cycles ensuring accuracy and transparency.

Executive Dashboard

The Overview

The Overview element combines insights from all dashboards, offering a holistic view of the full P&L, including revenue, staffing, incentives, and commissions details from other dashboards.

What it Shows

ZComprehensive P&L metrics from all FP&A models.
ZDynamic filtering by time periods, regions, and scenarios.
ZMulti-year trends for long-term perspective.
ZReal-time updates for the most current data.

Client Benefits

ZHolistic Financial View: Complete overview of financial health and performance.
ZStrategic Insight: Informs decisions with detailed financial data.
ZEfficiency: Reduces time spent on data gathering and analysis.
ZCustom Views: Tailor financial data views to meet specific business needs.
ZReal-Time Analysis: Provides timely financial metrics for quick decisions.
The Revenue Dashboard
Executive Dashboard

The Compare

The Compare element provides a split-screen view for comparing both workforce and revenue data across different dimensions, including monthly trends and detailed tables.
The Revenue Dashboard

What it Shows

ZSide-by-side comparison of workforce and revenue data.
ZDynamic filtering for customized analysis.
ZPerformance metrics for hires, separations, revenue, and monthly trends.
ZInsights for strategic planning and decision-making.

Client Benefits

ZDetailed Comparison: Enables in-depth comparison of workforce and revenue data.
ZCustom Insights: Provides dynamic filtering for tailored insights.
ZStrategic Planning: Supports strategy development by comparing both workforce and revenue data.
ZComprehensive Analysis: Examine multiple dimensions simultaneously.
ZFlexible Filtering: Adapt views to focus on relevant data points.
Executive Dashboard

The Combined Waterfalls

The Waterfalls element provides dual full-year waterfall views combining revenue and staffing metrics, offering comprehensive YoY performance analysis with a toggle choice between PTI, revenue, and staffing metrics.

What it Shows

ZYear-over-Year (YoY) comparisons of revenue and staffing changes.
ZDetailed breakdown of additions and separations.
ZVisualizations of performance trends over multiple periods.
ZClear ratios for high-level visibility.

Client Benefits

ZTrend Analysis: Understand staffing and revenue changes over time.
ZHigh-Level Insights: Key metrics for strategic decisions.
ZProactive Management: Enables trend-based planning.
ZDetailed Breakdown: Offers a granular view of changes.
ZPredictive Capabilities: Forecast using historical trends.
The Revenue Dashboard
Executive Dashboard

The Sales Commissions Overview

The Sales Commissions Overview element provides a high-level view of quarterly cycles, detailing performance-based calculations and metrics for all employees.
The Revenue Dashboard

What it Shows

ZQuarterly sales commission payments.
ZPerformance-based calculations.
ZDetailed metrics for all employees.
ZVisual representation of commission distribution.

Client Benefits

ZFull Visibility: Comprehensive overview of quarterly sales commissions.
ZPerformance Insight: Understand commission distribution based on performance.
ZTransparency: Ensure clarity in commission calculations.
ZAccuracy: Detailed metrics for precise management.
ZStrategic Planning: Use insights for better commission planning.
Executive Dashboard

The Bonus Pool Overview

The Bonus Pool Overview element provides a high-level view of annual cycles, summarizing commission allocations for all employees to ensure accuracy and transparency in sales-based bonus distribution.

What it Shows

ZAnnual bonus commission payments.
ZSummary of commission allocations.
ZPerformance-based distribution metrics.
ZVisual representation of bonus distribution.

Client Benefits

ZFull Visibility: Comprehensive overview of annual bonus allocations.
ZAccuracy: Ensure precise bonus distribution.
ZTransparency: Clear understanding of bonus calculations.
ZEmployee Motivation: Boost morale through transparent bonuses.
ZStrategic Allocation: Plan and allocate bonuses effectively.
The Revenue Dashboard

Video Library

Executive Dashboard

Frequently Asked Questions (FAQ)

We provide clear and concise answers to each question to help potential clients understand our services.

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