Turn the consolidated model into live dashboards that refresh with the data.
Managers want a live dashboard rather than a static Excel export. This guide shows you how to turn the consolidated model into dashboards for revenue, AR aging, and gross profit that refresh with the underlying data.
You will add tiles for each metric, point them at the consolidated model, and set the refresh so the dashboard updates when actuals refresh.
Roll the refreshed model into a concise monthly leadership summary.
Assemble the MIS pack once so it refreshes each month instead of being rebuilt.
Draft management commentary on the variances with FP&A Genius, then refine it.
Model a reforecast alongside the base budget and compare outcomes.
Open the dashboard builder in Datarails.
Add tiles for revenue by package, AR aging, and gross profit.
Point each tile at the consolidated model.
Set the refresh so the dashboard updates when actuals refresh.
Share the dashboard with the relevant managers.
Imagine [your finance team] has a consolidated model with revenue, AR aging, and gross profit data. 1. You open the dashboard builder in Datarails. 2. You add tiles for revenue by package, AR aging, and gross profit. 3. You point each tile at the consolidated model. 4. You set the refresh so the dashboard updates when actuals refresh. 5. You share the dashboard with [the relevant managers]. Now [managers] can see live dashboards that refresh with the data.
Build a dashboard with tiles for revenue by package, AR aging, and gross profit, each pointed at the consolidated model and set to refresh with actuals, then share it with management.
Consolidate revenue from Salesforce, SAP, and Excel into one model without manual merging.
Build the variance report once so it refreshes automatically each period.