Jet Global

NOVEMBER 3, 2022

Microsoft Excel offers flexibility, but it’s missing so many of the elements required to assemble data quickly and easily for powerful (and accurate) financial narratives. The reports created within static spreadsheets are based on a snapshot of reality, taken the moment the data was exported from ERP.

Finance 52

Finance Reporting Sales Dashboards 52

Jet Global

MAY 4, 2022

There is yet another problem with manual processes: the resulting reports only reflect a snapshot in time. As soon as you export data from your ERP software or other business systems, it’s obsolete.

Reporting 52

Reporting Finance Software Consulting 52

Jet Global

MAY 24, 2022

However, there is a downside; each system, operating independently, constitutes a data silo. Imagine that you want to look at sales forecasts, the current sales pipeline, year-to-date sales and prior years’ sales to understand how the company is performing relative to committed targets. Manual Processes Are Prone to Errors.

Finance 52

Finance Reporting Sales Software 52

Jet Global

OCTOBER 27, 2022

And that is only a snapshot of the benefits your finance users will enjoy with Angles for Deltek. Angles has been effective to providing us real-time financial and operational data that otherwise we would have to manually parse together. Tools to configure custom views for the remaining 20% of your team’s operational reporting needs.

Operational Reporting 52

Operational Reporting Reporting Finance Dashboards 52

Jet Global

NOVEMBER 14, 2022

That might be a sales performance dashboard for your Chief Revenue Officer, a snapshot of “days sales outstanding” (DSO) for the A/R collections team, or an item sales trend analysis for product management. Step 6: Drill Into the Data. Moreover, they’re constantly updated as new information becomes available.

Reporting 52

Reporting Sales Dashboards Metrics 52

Jet Global

MAY 25, 2022

Every time you do an export from your ERP system, you’re taking a snapshot of the data that only reflects a single moment in time. A static (therefore outdated) view of the business : Another major problem with manual processes is that they don’t reflect what’s happening in the business in real time.

Reporting 52

Reporting Finance Software Snapshot 52

Jet Global

MAY 2, 2022

The source data in this scenario represents a snapshot of the information in your ERP system. Researching that question requires substantial additional effort if your organization uses manual planning and budgeting processes. It’s not updated when someone records new transactions, and you can’t drill down to the details.

Sales 52

Sales Finance Reporting Software 52