Compare revenue, costs and margins of projects and organizational units. See where the result deviates from the plan and which costs are responsible.
Revenue, direct costs and margin of each project.
Costs and results by where they arise.
Comparing projects of different scale.
Differences against the budget and forecast.
Breaking down the change in results into revenue and costs.
From a project or cost center to cost accounts.
Costs allocated to projects according to the model’s rules.
Analysis by company, department and project.
Results and margins in statements tailored to their audience.
Project A achieved revenue in line with the plan, but its direct costs exceeded the budget by PLN 200k. The largest variance is in external services.
PLN · illustrative data
See how much of the project’s costs comes from each cost center. In the example below, the view shows Project A costs broken down by teams and organizational units.
The cost center shows where a cost arises. The project shows which initiative the spending relates to. Illustrative data in PLN.
Compare scenarios and periods. Match reporting breakdowns to the structure of your organization and the responsibilities of each audience.
Set results against the plan. Check variances and take them into account when working on the next forecast.
Check results for a selected period and year-to-date. Compare data with the same period of the prior year.
Analyze revenue, costs and margins by company, cost center and project. Fit the model to the way you manage the business.
Prepare reports and dashboards on a shared data model. The management board sees project results and margin variances from the plan, while the controller analyzes the details as needed.
Access to data according to assigned permissions.
Dashboards and reports based on model data.
Project and financial data from accounting, ERP and Excel.
Changes to projects, accounts and templates within your permissions.
Sample report layout · illustrative data
Compare the margin in amounts and as a percentage of revenue. This way you see both the project’s contribution to the result and its efficiency.
It shows in which departments and teams the project costs arose and how they differ from the budget.
Yes. You allocate shared costs to projects according to the rules set in the model, and the report shows the margin before and after including them.
Yes. You compare the actual margin with the budget and forecast, and break down the variance into revenue and cost categories.
Yes. From a project or cost center you go to cost accounts and detailed accounting data.
As a proof of concept, we’ll rebuild your reporting or planning model in Fincorex® and show it to you at our next meeting.
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