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Building Financial Reporting Dashboards Using the Microsoft Office System

Enterprise financial information is often housed in accounting, customer relationship management (CRM), and other line-of-business systems. The data from these systems is rich and comprehensive, but it is often difficult to use. Regular reports might not have the most current information or address the most critical business questions. A financial dashboard solution built using the Microsoft Office System enables financial decision-makers to retrieve, view, and analyze the data they need from these systems without leaving the familiar Microsoft Office Excel 2003 environment.

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  Situation
  Solution
  Benefits


Situation

Companies are able to collect more financial information than ever before with sophisticated accounting, Enterprise Resource Planning (ERP), and other line-of-business systems. But while the data hosted in these systems is rich and comprehensive, it is often difficult or time-consuming to access. Standard reports generated by these systems might not address current business questions. In addition, reports from different systems might be in formats that are difficult to read, analyze, and reconcile.


Solution

A financial reporting dashboard solution built on the Microsoft Office System enables financial analysts and managers to access data from sales, accounting, or other line-of-business systems directly from Excel. They can consolidate this data into a single desktop worksheet, enhancing visibility into the business and allowing for improved speed and quality of decisions. Data can also be consolidated into Microsoft SharePoint Products and Technologies Web Parts, so that defined dashboard views can easily be shared with other internal management teams.


Benefits

Better Access to Information

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Easily bring disparate data together

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Improve access to real-time line-of-business data

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More complete information enables better decision-making

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Personalized view of indicators that matter most to individual analysts and managers


Immediate Interactive Analysis

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Improve end user satisfaction through integration with preferred, familiar applications such as Excel

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Provide real-time visibility into corporate performance

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Analyze business from your desktop using full Excel functionality and live data


Improved Accuracy and Relevance of Data

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Direct access to data—no need for copying or re-keying

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More efficient teamwork through central data location

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More consistent reports through easily accessible data


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If you have a solution based on the Microsoft Office System, learn more about opportunities to showcase your solution with Microsoft.

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See It in Action

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