Report Name: Progress Overview 12 Month
Report Number: REP-5026-INT-P
Report Category: Premium
Report Type: Interactive
Additionally this report is available to purchase as automatic scheduled PDF version (for example weekly, monthly)
Overview:
- The Progress Overview 12 Month report analyzes financial performance over the past 12 months using BWA (Business Management Reporting / Betriebswirtschaftliche Auswertung) formulas, a standard tool in German accounting that provides insights into key financial metrics like gross profit, operating profit, and EBIT.
- Tracks progress with Actual (AC) or Year-to-Date (YTD) data, helping businesses assess trends and make informed decisions.
- Displays a graph representing all selected values for the selected year, allowing for easy visualization of financial performance.
- Includes a table at the bottom, showing the same data in detail, allowing users to compare specific metrics and accounts for each month.
- Filters on the right allow you to select specific financial metrics or accounts to display, providing flexibility in the analysis.
- Choose from a list of formulas used in the BWA report to customize the data, ensuring it reflects the most relevant financial information.
How It Works:
- Displays a graph for the selected year with options to show AC (actual values) or YTD (running total).
- A table at the bottom of the report mirrors the graph data, allowing for detailed analysis of each metric by month.
- Filters:
- Posting Period: Filter by month or period.
- BWA Formulas: Select relevant financial metrics and formulas from BWA.
- Metrics/Accounts: Choose specific accounts or metrics to be displayed in the report.
Interactivity:
- Use Drillthrough to explore detailed data on specific financial items over time.
Available Filters:
- Visual Type: Choose between AC or YTD.
- Posting Period: Filter by selected month or period.
- BWA Formulas: Select the financial metrics and formulas from BWA.
- Metrics/Accounts: Select specific accounts or metrics to include in the report.
Why It’s Useful:
- Provides a clear visual overview of financial performance for the selected year with a graph and detailed table.
- Allows customizable data selection to focus on specific financial metrics and accounts.
- Ideal for analyzing financial trends and making informed business decisions based on selected year data.
Who Might Find This Report Useful:
- Accountants and Analysts: For tracking and analyzing specific financial metrics.
- Executives and Management: For high-level financial insights and performance tracking.
- Business Owners: To monitor and assess financial performance throughout the selected year.