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
Next steps
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