Report Templates

This report provides a comprehensive analysis of the company’s financial performance. The income statement, expenses, balance sheet items, and key financial ratios are presented on a monthly comparative basis. Actual and budget figures are evaluated through detailed tables, charts, and summary indicators in a visual and easy-to-understand format.

This report tracks the company’s cash flows on a monthly and cumulative basis. It shows opening and closing balances, operational inflows/outflows, investments, and financing activities. With waterfall charts and summary indicators, cash changes can be analyzed clearly and visually.

This report visualizes sales team performance with clarity. Monthly totals, averages, growth rates, and targets are easy to track. Top 6 and bottom 6 employees are listed separately, helping identify strengths and areas for improvement. Dynamic filters allow store or channel-based analysis.

With language and currency options, this sample report enables a comprehensive analysis of your sales and profitability performance. Indicators are presented by product, customer, dealer, and category, along with trends, budget, and prior year comparisons. It can be customized to meet each company’s specific needs.