Report Name: Executive Dashboard Main KPI Cards
Report Number: REP-5028-INT-P
Report Category: Premium
Report Type: Interactive
Overview:
- The Executive Dashboard Main KPI Cards report provides a concise and interactive overview of key financial performance indicators (KPIs) based on the BWA (Business Management Reporting / Betriebswirtschaftliche Auswertung) system.
- The report includes main KPIs such as "A Revenues from sales and equalized to them" for quick monitoring of critical financial metrics.
- Displays KPIs for the selected year with options to switch between Actual (AC) and Year-to-Date (YTD) data.
- AC (Actual) shows values for the selected month in the chosen year, while YTD (Year-to-Date) provides a running total from the beginning of the financial year up to the selected month.
- Key KPIs are presented in visually appealing cards, showing current year (AC), previous year (PY), and variance between the two.
How It Works:
- Main KPIs are displayed as large cards, providing an at-a-glance view of the financial performance.
- Users can select the desired posting period and month for specific data analysis.
- The AC (Actual) or YTD (Year-to-Date) calculation type can be selected for all visual components:
- AC (Actual): Displays values for the selected month of the selected year.
- YTD (Year-to-Date): Displays cumulative values from the start of the financial year to the selected month.
- If you click on any KPI card, you can use the Drillthrough option, which will show a detailed breakdown of the selected KPI per month, including variance comparisons to the previous year.
Filters:
- Posting Period: Select a specific period for analysis.
- Month of Posting Period: Choose the month to analyze in relation to the posting period.
- Calculation Type: Choose between AC (Actual) or YTD (Year-to-Date) for all KPIs.
Interactivity:
- Drillthrough: Click on any KPI card to access detailed data for the selected KPI per month, along with variance comparisons to the previous year.
Why It’s Useful:
- Offers an interactive, at-a-glance view of critical KPIs and financial performance.
- Allows for detailed analysis with drillthrough capabilities and customizable data selection (AC or YTD).
- Ideal for quick, high-level monitoring of key financial metrics and trends over time.
Who Might Find This Report Useful:
- Executives and Management: For quick, high-level insights into the company's financial performance.
- Accountants and Analysts: To track key financial indicators with the ability to drill down into detailed metrics.
- Business Owners: For monitoring essential financial data and making informed decisions based on KPIs.
How Report Looks:
Main KPI cards display the following:
- PY (Previous Year) values
- AC (Actual) values for the selected month
- Variance showing the difference between current year and previous year data.