Reporting
Troubleshooting Management Reports in Calxa
As accountants, we know that things don’t always turn out perfectly the first time. Troubleshooting management reports is necessary when there are odd numbers or discrepancies between your reports. Your keen analysis skills will be a major ingredient in rectifying the...
Consolidated Groups: A Must-Have Calxa End-of-Month Checklist
Everyone loves a checklist to help with regular recurring tasks. This is no exception when it comes to an end-of-month process for consolidated groups. Whether you use an old-fashioned pen and paper for yours or a modern app, checklists are vital to ensure that the...
7 Metrics To Include In Your Management Dashboard
Management Dashboards are a great way to track business performance. Foremost, they are a great tool for displaying key metrics in a way that’s easy to understand. Naturally, metrics and dashboards go hand in hand. Presenting a set or metrics together builds a useful...
10 Common SaaS KPIs to Track Your Business Performance
SaaS KPIs are critical for software businesses tracking their financial well-being. In reality, most of them can be applied to other industries as well. This article may be a little heavy in acronyms but that’s the nature of the technology world. Let us start with SaaS.
Setting Up Your Funding Streams For Financial Acquittals
Many of our Not-for-Profit customers need to track income and expenditure to prepare financial acquittals. These acquittal reports include reporting on different funding streams. Essentially, these streams could be individual donors or sometimes groups of them. When...
Building the Board Report Dashboard
Dashboards are a great way to add a set of charts to your management reports. Providing a board report dashboard helps your readers quickly understand the main drivers of the organisation’s success. They will be able to see immediately how things are going and then...
Dashboards vs Reports: A Comparison
Dashboards vs Reports, what is the difference? While there are some people who love dashboards and others who will only look at reports, most people can benefit from using both. It is a matter of choosing the right tool for the job. And, most of all, considering your audience and the message you want to convey. Both, dashboards and reports, have their strengths and you should use them to your advantage.