Financial Analysis

• Financial Analysis Over Time

• Financial Time Series Comparisons (comparing Quarter 1 results this year to last year for example)

• Financial Forecasting

• Examining Profit Margins

• Compare Profit Margins of various products and services

• 80/20 Analysis of Products and Services

• Comparing financial situation between regions / countries / states / cities

• Leverage (debt to equity and return on equity)

• Tracking costs

• Cash Flow

• Accounts Receivable

• Valuation

 

HR Analysis

• Reports with visuals that combine data from your HRIS, Applicant Tracking System, Performance Management System, and Training Management System

• Headcount

• Turnover Rates

• Compensation

• Recruitment Campaign Results

• Recruitment Costs

• Internal vs External Hires

• Performance Ratings

• Training

• Diversity

• Employee Satisfaction

• Employee Attendance Rate

• Average Overtime Hours

 

Sales Analysis

• Sales Funnel tracking conversion rates

• Tracking Sales Performance versus goals

• Sales Forecasting

• Comparing results between salespeople

• Comparing sales between regions

• Comparing sales among products and services

• Tracking Market Share

 

 Marketing Analysis

• Success of Marketing Campaigns

• Success of Social Media Channels

• Customer Sentiment Analysis

• Number of Leads

• Lead Generation Sources

• Landing Page Conversions

• Cost Per Click

• Conversion Rates

 

Inventory Analysis

• Tracking Inventory Levels

• Demand Forecasts

• Performance Efficiency

• Supplier Quality

• Product Costs

• Carrying Costs of Inventory

• Inventory Turnover Ratio

• Quote to Invoice Accuracy

 

Manufacturing Analysis

• Production Volume

• Production Costs

• Bottleneck Identification

• On-time Delivery

• First Time Right

• Downtime

• Rework

• Performance efficiency

• Utilization / Capacity

• Rate of Return

• Asset Turnover

 

Shipping Analysis

• Order Cycle Efficiency

• Shipping Vendor Comparisons

• Order Fulfillment Analysis

• Damage Rates / Cargo Loss

• Shipping Costs

• Identify Shipping Bottlenecks

• On-time Delivery

• Shipping Times / Transit Time

 

Quality Analysis

• Defects

• Scrap

• Overall Equipment Effectiveness

• Throughput

• Customer Retention Rate

• Customer Complaints

• Supplier Quality

• On-Time Delivery

• Maintenance Metrics

 

Safety Analysis

• Total Recordable Incident Rate

• Lost Time Injury Incidence Rate

• Near Misses Rate

• Safety Violations

• Penalties / Fines Paid

• Safety Training Hours / Courses Completed

• Average Time to Resolution

 

Customer Analysis

• 80/20 Analysis of Customers

• Customer Satisfaction

• Customer Retention / Customer Attrition

• Customer Location

• Customer Size

• Customer Industries

• Revenue / Average Revenue per Customer

• Customer Health Scores

• Opportunities to up-sell

• Customer Lifecycle Value

• Customer Acquisition Costs

• Customer Retention Costs

• First Contact Resolution Rate

 

Project Management

• Projects Done On Time

• Projects Done Within Budget

• Identify Bottlenecks

• Project Quality and Effectiveness

• Cycle Time

• Adjustments to the Schedule

• Planned Hours vs. Time Spent

• Return on Investment

• Resource Capacity / Resource Conflict

 

Executive (CEO) Dashboards

• Number of Customers

• Customer Satisfaction

• Revenue VS Last Year and Revenue Trend

• Profit VS Last Year and Profit Trend

• Costs, Cost Trend

• Cash Flow Trend (if it’s a concern)

• Accounts Receivable Overdue

• Employee Headcount and Turnover

• Key Safety and Quality Metrics

• Key Manufacturing Metrics