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Monthly Performance Reporting

Connect data to create better analysis and inform decision making

Monthly Performance Reporting

Products Used in Monthly Performance Reporting

Workbooks

Bring teams together to work with data that contains controlled permissions, complete data lineage, and one source of truth.

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Documents

Work together in the same document—at the same time—with controlled formatting, full audit history, and linked data.

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Linking

Link data between workbooks, documents, and presentations. Change once, update everywhere.

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Presentations

Collaborate to create data-driven presentations and dashboards within a familiar, secure environment.

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Binders

Change how reports, executive books, and other complex documents are reviewed, distributed, and analyzed.

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Mobile

Distribute, view, and collaborate on documents using iOS and Android devices—online or offline.

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Monthly Performance Reporting: A Typical Wdesk Workflow

1

Combine financial and operational data.

Sync or paste in data from your ERP, GL, inventory management system, or other sources.

Products Used

2

Link data

After the data is analyzed, link results from the workbook into the Monthly Performance Report in a presentation or document format. Customize with style guides, charts, images, and embedded tables.

Products Used

3

Collaborate

Users across teams and locations work in the same document, in the same version, at the same time.

Products Used

4

Review and distribute

Send a digital review using track changes, blacklines, and automatic comment aggregation. Use directed comments to specify which team member should provide input. Combine monthly performance reports, budget plans and strategic reports into a digital earnings binder and distribute to stakeholders.

Products Used

5

Roll forward

Move from period-to-period without creating duplicate files. Reports can be rolled forward and all links are maintained.

Products Used

Monthly Performance Reporting

Connect data to create better analysis and inform decision making

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