Forecasting Operational Reporting Sales Snapshot 
Jet Global
OCTOBER 27, 2022
Finance teams are increasingly being asked for timely, recurring operational reports to support day-to-day decision making. The most common challenges your finance team probably faces are: lengthy report creation time, existing tool complexity, and the inability to drill into transactional data. Download Now.
Jet Global
NOVEMBER 3, 2022
That might include increased marketing spend in an organization suffering a downturn in sales, for example, or expansion of sales resources to capture market share from a struggling competitor. The reports created within static spreadsheets are based on a snapshot of reality, taken the moment the data was exported from ERP.
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Jet Global
SEPTEMBER 7, 2023
That might include increased marketing spend in an organization suffering a downturn in sales, for example, or expansion of sales resources to capture market share from a struggling competitor. The reports created within static spreadsheets are based on a snapshot of reality, taken the moment the data was exported from ERP.
Jet Global
JUNE 3, 2024
Interestingly, however, many project-based businesses like yours are not even close to achieving this level of reporting. A recent report by insightsoftware and Hanover Research highlights this issue, stating that 98% of operational reporting professionals distribute reports as a static PDF.
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. To get a better sense of what templates can do, consider some of these top examples: Top 5 EPM Reporting Templates.
Jet Global
JULY 24, 2023
They have realigned their sales organizations and incentives to prioritize cloud sales, while consistently and effectively communicating their cloud strategy. Too slow: Building custom reports takes time. Out-of-the-box reporting rarely covers specific organizational needs when it comes to operational reporting.
Jet Global
MAY 2, 2022
The source data in this scenario represents a snapshot of the information in your ERP system. If someone enters a new sales order or makes an adjusting journal entry, it automatically updates your year-to-date figures on the fly. You’ll need to know last year’s sales, including both quantity and price for each item.
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