Don't settle for sharing unintelligible finance reports
Demystify finance information for non-financial managers
Are your finance reports fit for purpose?
Other departments rely on finance to provide them with accurate information around sales and expenditure and to support financial decisions.
Chances are most non-financial managers receive financial and accounting information as boring PDF documents or Excel spreadsheets. This doesn't give them the information they need in a form they can readily use. Nor do they have the latest data on which to base decisions.
They have to wade through this information to pinpoint the numbers that matter. This takes up more of their time than it should.
So, how do you share financial information beyond the finance department in a form that aids decision making?
Put finance information into the hands of everyone who needs it
DecisionPoint™ makes it easy for you to create and share financial insights with a wide range of people across your organization.
Now you can bring your finance data to life in a clear format that non-financial managers can understand. It's completely customizable and highly interactive. This gives people the confidence to navigate finance data to answer their daily and one off questions, for themselves. As more people are able to watch the numbers more closely, they are able to understand the financial implications of their decisions, which helps optimize budgets, manage risks, and control costs.
Create and share customized, interactive financial information
DecisionPoint™ makes it easy to create custom dashboard apps to meet the needs of non-financial managers across your organization. Connect to your finance system. Choose from over 50 components to visualize your data. Drag and drop to layout. Calculate key performance indicators. Add sophisticated filters, drill, custom workflows, color-coded alerts. Apply a custom creative theme that mirrors your brand and helps drive high levels of adoption. It's all done without coding and requires a similar skill set to Excel® - so a finance manager will pick it up in next to no time!
Get guided insights into the hands of non-financial managers
Most people outside of finance don't have time to manipulate financial data for themselves, but they do need to interact with this type of information. They want to explore finance data relevant to them to answer daily and one-off questions. But, they don't want to be dependent on someone else to provide those answers.
Delivering financial information through customized dashboard apps that are tailor-made for people's roles gives them the flexibility and autonomy they are looking for. These apps guide people through the KPIs and financial metrics that are most important to their success. With DecisionPoint™, they can analyze data by drilling through cost center hierarchies or filtering to compare different expense types across selected time periods. At any time they can pop-up additional views to see underlying journal entries. This helps them answer their questions, fast.
Share financial information with more people across your organization
DecisionPoint™ scales cost-effectively, to deliver fast response times for large numbers of users from a modest hardware footprint. This makes it ideal for sharing financial information with everyone who needs it. Whether it's a cost center manager viewing a breakdown of departmental expenditure or an account manager looking at their customer's order history, DecisionPoint™ has you covered.
And, DecisionPoint™ is ideal for your remote workers, too. It provides complete offline access to information when they have no network access. It works across Windows, Android and Apple devices. So, you can be confident your people will always have access to the information they need.
Example: Accounts Receivable APP
This dashboard app shows key metrics for an accounts receivables team. The data has been sourced from the finance modules of the organization's ERP system.
The summary view shows outstanding and overdue amounts with KPIs for days sales outstanding, % invoices overdue and average order value. Two tables show a breakdown by region and the top 10 customers for the selected area. This is fully interactive, so notice how as you drill down through the geographic hierarchy, all of the visualizations change to reflect the selected area. Even the list of top 10 customers with the highest outstanding balances changes accordingly.
At any point you can use the invoice details button to pull up a list of the underlying invoices. You can also use the resource planning button to pop-up a view where you can model headcount against the number of daily invoices processed.
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