Report Name: Executive Dashboard Main KPI Cards
Report Number: REP-5028-PDF-P
Report Category: Premium
Report Type: PDF
Overview:
- The Executive Dashboard Main KPI Cards report provides a concise overview of key financial performance indicators (KPIs) based on the BWA (Business Management Reporting / Betriebswirtschaftliche Auswertung) system.
- It 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 using a single calculation method: either Actual (AC) or Year-to-Date (YTD).
- AC (Actual) shows values for the selected month in the chosen year.
- 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 to provide an at-a-glance view of financial performance.
- A single calculation type (AC or YTD) can be selected for all KPIs:
- 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.
Filters:
- Posting Period: Define the specific period for analysis.
- Month of Posting Period: Define the month within the selected period.
- Calculation Type: Only one calculation type (AC or YTD) can be selected per report.
Why It’s Useful:
- Offers a clear, at-a-glance view of key financial KPIs.
- Enables consistent and standardized reporting with a single calculation method.
- Ideal for high-level monitoring of financial performance over time.
Who Might Find This Report Useful:
- Executives and Management: For high-level insights into the company’s financial performance.
- Accountants and Analysts: To track key financial indicators in a consistent, printable format.
- Business Owners: For monitoring essential financial data and making informed decisions.
How Report Looks:
Main KPI cards display the following:
- PY (Previous Year) values
- AC (Actual) values for the selected month or YTD values
- Variance showing the difference between current year and previous year data