Actionable Reporting
Your P&L is a foundation for your financial reporting, but when you need to know why your results are up or down so you can hold your teams accountable for results, you need metrics and reports that tell you why your margins changed.
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Whether it's an Excel sheet or a live data dashboard, the right reporting gives you the insights you and your teams need to drive results.
You need to know why
Accurate financial reporting is table stakes. You need it in order to file your taxes and know how much money will be in the bank next month.
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But in a complex mid-size or large business, your standard financial reporting is not enough to tell you why you got the results that you did.
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If you see that your gross margins are down compared to the prior month, you know that you have a problem. But what is the problem? Did you sell your products at a lower price? Did you sell a different mix of products: fewer high profit products and more low profit products? Did you have an operational problem which resulted in a higher cost of producing similar products?
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Actionable reporting is designed to diagnose the potential factors within your specific business so that you can quickly determine why your results are changing and what you need to do.
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​We will work with you to understand what factors you most need to track and what type of reporting your data is able to report.
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