What Reporting & Dashboards covers
Reporting & Dashboards combines financial and operational visibility so leadership can review performance from one ERP record system. It supports statement-level finance reporting, execution tracking for delivery teams, and traceable history for accountability.
Common workflows
### Monthly finance review
Run Profit & Loss, Balance Sheet, Trial Balance, and receivables and payables reports for the monthly close cycle. Compare current performance with prior periods, identify unusual movements, and align action owners before leadership review.
### Weekly operations review (projects + tickets)
Review project progress, workload distribution, and time spent alongside support desk ticket volume and response performance. Use this cadence to rebalance team capacity and remove blockers before they affect service quality.
### Inventory review (stock + movement)
Check stock on hand, movement history, and open purchase commitments. Confirm critical item availability, flag slow-moving stock, and plan replenishment based on upcoming demand.
Best practices
### Define KPI owners
Assign clear owners for each KPI group (finance, projects, support, inventory, procurement) so actions are tracked and not lost between meetings.
### Weekly review cadence
Use a fixed weekly dashboard rhythm for operational metrics and a monthly rhythm for full financial review to keep decisions consistent.
### Separate operational vs financial reporting
Keep operational execution metrics and formal financial statements in separate review tracks, then align them in management meetings for full business context.
FAQ
### Is this guide relevant for both finance and operations teams?
Yes. The guide is designed to coordinate finance and operations reviews using shared data context and clear ownership.
### How often should reports be reviewed?
Operational dashboards are best reviewed weekly, while full financial statements are typically reviewed monthly.
### Can we use this during management meetings?
Yes. The workflow is structured to support recurring management reviews with clear follow-up actions.
### Can reports be shared internally?
Yes. Teams can share reports internally and use exports where available for recurring review packs.
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