Financial Reports
The tool provides reports in an easy and flexible way. Those reports can be exported anytime on demand. The reports cover the informational fields of the platform.
In the BI dashboard, it is possible to generate Financial Management reports. There is available 9 reports by costs:
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For all reports, there are filters of service, type of entry (revenue, cost, and budget), contract/customer, classification, and status.
In this view, it is possible to follow up on all financial entries and any change applied. This report presents a historical vision regarding the expected value, main value, final value, and cost value.
The ROI (return on investment) report presents the services and their dependencies (components) in relation to the expected value and final value. It is also possible to follow the average of costs, type, and how much longer that will be the ROI (return on investment).
It is presented the values of revenue, budget, costs, profit, and ROI according to the contract customer. In the graphics, it is shown the budget against revenue by contract, expected value, and final value.
The cost for the result center financial report is a view of the apportionment of each service according to its classification. The report contains information related to the expected value, final value, main value, and an additional value. In the classification/cost area of a result center, it is possible to do a drill-down of the result center and, with this, verify unitary costs, direct costs, among others, all information according to service components.
The business unit/project financial cost is a view of the apportionment of each service according to its classification. The report contains information related to the expected value, final value, main value, and an additional value. In the classification/cost area of it, it is possible to do a drill-down of the result center and, with this, verify unitary costs, direct costs, among others, all information according to service components.
This report presents the use of the components for each customer/service/contract and in the graphics the cost per activity cost, expected value, main value, and an additional value.
In the cost-per-service report, you will have a view of the distribution of use and cost of each service and the financial consumption of each customer in relation to the use of services.
This report presents a projection of costs by service for 12 months. In the services tab, it is possible to do a drill down to verify the financial distribution of each service component and have a global vision of the revenue, cost-per-service, cost of activity, profit percentage, profit value, and ROI in months.
In this report, it is possible to follow up the value on investments and the distribution month by month for each component based on the value of the investment, revenue, costs, result, and present value. It also presents the values of net present value and internal rate of return.
