1Determine your requirements
What do you need to report on, and at which level? Which dimensions or segments does
your business have? What is your management structure?
2Measure only what you can control
Don't make things too complex. Focus on information that you can translate into
actions and decisions. Don't include more detail than necessary to understand the
results and to make informed decisions.
3Optimize your Chart of Accounts
The quality of your reports is directly affected by how well you structure your chart
of accounts, list of departments, cost centers, product groups etc. Make sure
these are clear and unambiguous, with a clear hierarchy and grouping.
4Integrate your source data
Try to avoid manual processing of data. Integrate your other systems directly, so you
can save time and improve data quality.
5Design top-down
Focus on high-level KPI's and reports, where needed supported by drilling down
into detail. Focus on providing key indicators, rather than lots of detail.
Showcases
Templates
