InetSoft's Self-Service Financial Dashboard Solution

Are you researching financial dashboards for tracking key metrics? InetSoft is a pioneer in making dashboard software that is easy to deploy and easy to use. Its unique data mashup capabilities enable unified views of corporate reporting and maximum self-service.

InetSoft's dashboard application is

Easy enough to be:

• Deployed in just weeks
• Learned by end users with minimal training
• Used by any executive without the aid of IT

Agile enough to be:

• Adaptable to changing data and business needs
• Used for data exploration through visualization
• Capable of maximum self-service

Robust enough to:

• Attract the attention of executives
• Meet the demands of power users
• Scale up for organizations of any size

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How Does a Financial Controller Use Self-Service Dashboards?

A Financial Controller can leverage self-service dashboards to enhance their role in financial management and decision-making. Self-service dashboards empower controllers by providing real-time access to critical financial data in a visually intuitive format. Here's how a Financial Controller might use a self-service dashboard:

1. Financial Performance Monitoring:
   • Track key performance indicators (KPIs) such as revenue, expenses, and profit margins in real time.
   • Monitor financial health by reviewing trends, comparisons, and benchmarks.Corporate financial health metrics assess a company's ability to sustain operations, manage liabilities, and generate profit, typically through indicators like liquidity ratios, profitability margins, and debt-to-equity ratios. These metrics provide insights into financial stability and efficiency, helping stakeholders make informed strategic and investment decisions.
2. Budget Management:
   • Access budgetary information and variances to identify areas of overspending or cost-saving opportunities.
   • Analyze budget vs. actual performance for different departments or projects. Analyzing budget vs. actual performance helps businesses assess financial discipline by comparing projected expenses and revenues to real-world results, identifying variances that reveal inefficiencies or unexpected costs. This evaluation enables organizations to refine forecasting, adjust spending, and enhance strategic decision-making for better financial stability.
3. Cash Flow Analysis:
   • Monitor cash flow metrics to ensure liquidity and identify potential cash flow issues.
   • Visualize cash flow forecasts and projections to make informed decisions.Visualizing cash flow forecasts and projections helps businesses track inflows and outflows over time, ensuring they maintain liquidity and anticipate financial needs. By using charts or dashboards, companies can spot trends, adjust spending, and optimize financial planning for sustainable growth.
4. Risk Management:
   • Use dashboards to identify and assess financial risks.
   • Monitor compliance metrics and quickly address any potential compliance issues. Monitoring compliance metrics ensures that a company adheres to legal, regulatory, and internal standards, reducing the risk of violations and penalties. By tracking key indicators such as audit results, policy adherence, and regulatory deadlines, organizations can proactively address gaps and maintain operational integrity.
5. Financial Reporting:
   • Generate customized financial reports for internal and external stakeholders.
   • Easily share visual representations of financial data during meetings or presentations.
6. Expense Management:
   • Analyze and categorize expenses to identify cost-saving opportunities.
   • Set alerts for unusual or unexpected expenses. Unusual or unexpected expenses are costs that deviate from typical financial forecasts, such as emergency repairs, regulatory fines, or sudden market shifts impacting procurement prices. Tracking these anomalies helps businesses adjust budgets, strengthen contingency plans, and improve financial resilience.
7. Forecasting and Planning:
   • Utilize forecasting models and scenarios to predict future financial outcomes.
   • Adjust financial plans dynamically based on changing business conditions.
8. Investment Analysis:
   • Evaluate the performance of investments and assess their impact on overall financial goals.
   • Monitor the return on investment for different projects or initiatives. Monitoring the return on investment (ROI) for different projects helps businesses evaluate financial efficiency by comparing costs to generated value, ensuring resources are allocated effectively. By tracking ROI through key metrics like revenue growth, cost savings, or productivity improvements, companies can refine strategies and maximize profitability.
9. Automation and Efficiency:
   • Automate routine financial processes to improve efficiency.
   • Identify areas where technology can streamline tasks and reduce manual efforts.
10. Collaboration and Communication:
    • Share dashboards with other members of the finance team or cross-functional teams.
    • Enhance communication by presenting financial insights in an easily understandable format.

“Flexible product with great training and support. The product has been very useful for quickly creating dashboards and data views. Support and training has always been available to us and quick to respond. - George R, Information Technology Specialist at Sonepar USA

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