Are you frustrated with your current DMS not providing the reports you need? We get it. Cumbersome workarounds, endless data entry, and copy-pasting data from report to spreadsheet and back again... it can waste precious time and lead to costly errors when you're trying to dig into what's driving your results (or just answer a question your GM or owner tasks you with answering). Our Lightyear DMS is built on a single SQL database. That means all the data you need for efficient, personalized reporting is easy to get and easy to analyze. No more generic reports. No more time-consuming data assembly. Just the information you need, when you need it. We'll even help you set up the reports that matter most for you so you can put them on autopilot. Transform your reporting process - and turn your focus back towards serving your customers and growing your business. Need a reporting redo? Get in touch to see what's possible with Lightyear DMS. https://lnkd.in/eTZwFK4r
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Measure your strategy success with dashboards and stay one step ahead in achieving your business goals! 💡 Learn more about our dashboard reporting solutions at https://lnkd.in/dKpP4kf5 #itservices #techsolutions #techsupport
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Tip # 5: Automate formatting of monthly reports using templates Manual formatting monthly reporting is time-consuming with no value add. Develop report templates with branding, styles, and data linkages already configured. Allow users to refresh data each period. Automate cover pages listing key metadata like reporting date, period, approvers, etc. Whenever possible, incorporate visualizations versus raw data dumps. Format consistently across legal entities and business units to simplify consumption. Automated templates enable push-button reports in minutes versus hours of manual cleanup. More analysis time! We can help you with the solution for your needs. Call us today https://bit.ly/49haHWU Automated templates save so much time! Click like if you love push button reporting. #LeftBrainProfessionals #GovernmentContractAccounting #SmallBusiness #FinancialReporting #PoliciesProcedures #StreamlineYourProcesses
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Tip # 5: Automate formatting of monthly reports using templates Manual formatting monthly reporting is time-consuming with no value add. Develop report templates with branding, styles, and data linkages already configured. Allow users to refresh data each period. Automate cover pages listing key metadata like reporting date, period, approvers, etc. Whenever possible, incorporate visualizations versus raw data dumps. Format consistently across legal entities and business units to simplify consumption. Automated templates enable push-button reports in minutes versus hours of manual cleanup. More analysis time! We can help you with the solution for your needs. Call us today https://bit.ly/49haHWU Automated templates save so much time! Click like if you love push button reporting. #LeftBrainProfessionals #GovernmentContractAccounting #SmallBusiness #FinancialReporting #PoliciesProcedures #StreamlineYourProcesses
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Automate and simplify financial reporting with GLSense. Schedule a demo today to discover its seamless connectivity and Excel flexibility. Contact us now! https://hubs.la/Q02H2yF00 #orbitanalytics #oracleerp #financialreporting #reporting #analytics #glsense #excelreporting
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Unveiling Your Revenue Secrets: Effortless Service/Product Breakdowns with Connectorly #RevenueAnalysis #BusinessInsights #Connectorly 𝗗𝗼 𝘆𝗼𝘂 𝘀𝘁𝗿𝘂𝗴𝗴𝗹𝗲 𝘁𝗼 𝘂𝗻𝗱𝗲𝗿𝘀𝘁𝗮𝗻𝗱 𝘄𝗵𝗲𝗿𝗲 𝘆𝗼𝘂𝗿 𝗿𝗲𝘃𝗲𝗻𝘂𝗲 𝘁𝗿𝘂𝗹𝘆 𝗰𝗼𝗺𝗲𝘀 𝗳𝗿𝗼𝗺? 𝗪𝗼𝗻𝗱𝗲𝗿𝗶𝗻𝗴 𝘄𝗵𝗶𝗰𝗵 𝘀𝗲𝗿𝘃𝗶𝗰𝗲𝘀 𝗼𝗿 𝗽𝗿𝗼𝗱𝘂𝗰𝘁𝘀 𝗮𝗿𝗲 𝘆𝗼𝘂𝗿 𝗰𝗮𝘀𝗵 𝗰𝗼𝘄𝘀...𝗼𝗿 𝗵𝗶𝗱𝗱𝗲𝗻 𝗱𝗿𝗮𝗶𝗻𝘀? ️♀️ Connectorly's Revenue by Service Template for Power BI can be your secret weapon! Here's why it's a game-changer: 🔥 Effortless Setup: Simply connect your accounting data and watch the template work its magic. (No coding required!) https://lnkd.in/d9sFAK_2 🔥 Instant Insights: Gain immediate visibility into your revenue breakdown by service or product. 🔥 Data-Driven Decisions: Identify your most profitable offerings and optimize your pricing strategy. 🔥 Actionable Visualizations: Clear charts and graphs make it easy to spot trends and uncover hidden opportunities. Stop guessing about your revenue and unlock the power of data-driven insights! Download the FREE Revenue by Service/Product Template today! https://lnkd.in/dSvHx8-j Learn more about Connectorly and streamline your financial reporting! Start your free trial: https://lnkd.in/dM5yYyR9 P.S. Share your biggest challenges with revenue analysis in the comments below. Let's help you unlock valuable insights! #FinancialManagement #BusinessIntelligence #PowerBI #ConnectorlyLove
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➡️ Why the obsession? Imagine ditching endless spreadsheets and cryptic reports for real-time, visual insights that tell your business story at a glance. DeRosa Mangold unlocks the power of Sage Intacct reporting: - Drill down with laser precision: Dive deeper than ever before, analyzing data by department, project, or any custom dimension you can dream up. - Spot trends in seconds: Forget sifting through mountains of data. Sage Intacct surfaces key insights right on your dashboard, so you can act fast. ⚡️ - Share the vision: Collaborate like never before with stunning, interactive reports that tell everyone the same story. No more misinterpretations! Ready to transform your financial insights? DeRosa Mangold is your Sage Intacct guru. ✨ #derosamangold #sageintacct #financialreporting #businessinsights
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Welcome to our Revenue Analysis Dashboard, a comprehensive tool designed to provide a clear and detailed view of company's financial performance. This dashboard presents key financial metrics and insights through various visualizations, allowing stakeholders to make informed decisions. Below is an overview of the sections and metrics included in the dashboard:- 1. Net Revenue Definition: The total revenue generated after deducting returns, discounts, and allowances. Formula: Net Revenue = Gross Revenue - Returns - Discounts - Allowances Visual: graph to show trends over time. 2. Sum of Deductions Definition: The total amount deducted from the gross revenue, including returns, discounts, and allowances. 3. Net Profit Definition: The profit remaining after all expenses, taxes, and deductions are subtracted from the net revenue. Formula: Net Profit = Net Revenue - Total Expenses 4. Revenue by Month Definition: Monthly breakdown of net revenue. 5. Revenue by Equipment Definition: Revenue generated by different equipment or products. 6. Top 5 Sum of Net Revenue Definition: Top 5 sources or categories contributing to the highest net revenue. 7. Net Revenue by Area Name Definition: Breakdown of net revenue by geographical areas. 8. Revenue by Payment Status Definition: Revenue categorized by payment status, such as paid, unpaid. #powerbi #sqlserver #Alteryx
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LMI helps agencies set up, maintain, and transform #FinancialDashboards to move your mission toward efficiency, clarity, and transparency. Our dashboards reimage complex data from multiple sources, using inexpensive, widely available tools like Excel and Power BI to inform stakeholders quickly and easily. Explore dashboard benefits here: https://hubs.ly/Q02mg48Q0 // #InnovationAtLMI #NewSpeedOfPossible #PowerBI #Insights //
Driving Financial Excellence: Dashboarding for Strategic Insights | LMI
lmi.org
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Building an analytics stack for scale-hungry companies that combines marketing, product, and subscription data. Event Data Wizard 🕹🧙🏻♂️ Thoughts: -> substack.com/@timodechau
Agency people, a question for you: How many of you do manual reports for your clients? Data and any marketing/digital agency should go hand in hand, right? What is the purpose of digital when you can't understand usage patterns that are easy to spot offline (being in a shop) but invisible online? But still, data usage is not natural for agencies. Why? The remaining complexity of data setups is still holding agencies back. Alone, getting all data into one place from different platforms, aligning it to the same grain, and then populating it in a report can take quite some effort. Adding these numbers by hand every Monday or by the end of the month is still the second-best thing to do. All projects I did with agencies were always automated reports. And we could always unlock better setups within a short amount of time. It mostly frees up these poor people to look up numbers and add them to a spreadsheet cell. This is a huge productivity opportunity. And worth the investment. In the next episode of my Keboola series, together with Pavel Chocholous and Timothy W. Kühn - we look into this. How can you build a scalable and repeatable reporting setup for your clients? So that you can build a setup once and reuse it for clients with similar needs. Due to Keboola's project structure and reusability with templates, you can build a powerful agency data stack. Watch the episode here: https://lnkd.in/d_fxvM5V
Video: Automate Client Reporting with Keboola
keboola.com
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PracticeERP provides a single source of truth for your business data, eliminating the need for multiple systems and spreadsheets. 📊 Say goodbye to data silos. 👋 Learn more here➡️ https://hubs.li/Q02bVSQs0
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