Demo
Monthly management reporting
A fictitious distribution group with three subsidiaries. Every month, controlled figures and budget variances already analysed.
- Context
- Reporting is consolidated manually in Excel: a week of production after every close, variances justified in the meeting.
- Scope of the demo
- The monthly and year-to-date P&L, the revenue variance split by product family and price, the full-year landing with its range, the variance commentary and the controls run at every refresh.
- Benefits
- Finance gets reliable figures earlier and spends its time on analysis and decisions rather than production.
Interactive demo · fictitious data
Scope
Month
Volume: quantity variance of each family, valued at budget price. Price: price variance applied to actual quantities. The total equals the revenue variance exactly.
Sales by product family (€k)
Variance commentary
Generated automatically from the variances, then reviewed by the analyst.
Refresh controls
P&L (€k)
How it is built
Sources
- General ledger and trial balance (ERP)
- Billing and CRM: volumes and prices by product
- Monthly budget (controlling file)
Controls
- Balanced trial balance, booked revenue = invoiced revenue
- Intercompany matched between subsidiaries
- Versioned rules, gaps flagged before publication
Model
- Management chart of accounts shared by all subsidiaries
- Revenue variance breakdown: volume by family, price
- Full-year landing from recent trend, with a range
Output
- Web or Power BI dashboard
- Commentary generated automatically from computed variances, never from raw data
- Monthly refresh, no re-keying
The model stays the same month after month: a new close is loaded, controls run, the screen updates.
Start with an assessment
The Flash assessment: 5 days to analyse one specific topic and review your reporting, with a costed roadmap.
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