InetSoft's Self-Service Financial Dashboard Solution

Are you researching financial dashboards for tracking key metrics? InetSoft is a pioneer in making dashboard software that is easy to deploy and easy to use. Its unique data mashup capabilities enable unified views of corporate reporting and maximum self-service.

InetSoft's dashboard application is

Easy enough to be:

• Deployed in just weeks
• Learned by end users with minimal training
• Used by any executive without the aid of IT

Agile enough to be:

• Adaptable to changing data and business needs
• Used for data exploration through visualization
• Capable of maximum self-service

Robust enough to:

• Attract the attention of executives
• Meet the demands of power users
• Scale up for organizations of any size

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How Does a Financial Controller Use Self-Service Dashboards?

A Financial Controller can leverage self-service dashboards to enhance their role in financial management and decision-making. Self-service dashboards empower controllers by providing real-time access to critical financial data in a visually intuitive format. Here's how a Financial Controller might use a self-service dashboard:

1. Financial Performance Monitoring:
   • Track key performance indicators (KPIs) such as revenue, expenses, and profit margins in real time.
   • Monitor financial health by reviewing trends, comparisons, and benchmarks.
2. Budget Management:
   • Access budgetary information and variances to identify areas of overspending or cost-saving opportunities.
   • Analyze budget vs. actual performance for different departments or projects.
3. Cash Flow Analysis:
   • Monitor cash flow metrics to ensure liquidity and identify potential cash flow issues.
   • Visualize cash flow forecasts and projections to make informed decisions.
4. Risk Management:
   • Use dashboards to identify and assess financial risks.
   • Monitor compliance metrics and quickly address any potential compliance issues.
5. Financial Reporting:
   • Generate customized financial reports for internal and external stakeholders.
   • Easily share visual representations of financial data during meetings or presentations.
6. Expense Management:
   • Analyze and categorize expenses to identify cost-saving opportunities.
   • Set alerts for unusual or unexpected expenses.
7. Forecasting and Planning:
   • Utilize forecasting models and scenarios to predict future financial outcomes.
   • Adjust financial plans dynamically based on changing business conditions.
8. Investment Analysis:
   • Evaluate the performance of investments and assess their impact on overall financial goals.
   • Monitor the return on investment for different projects or initiatives.
9. Automation and Efficiency:
   • Automate routine financial processes to improve efficiency.
   • Identify areas where technology can streamline tasks and reduce manual efforts.
10. Collaboration and Communication:
    • Share dashboards with other members of the finance team or cross-functional teams.
    • Enhance communication by presenting financial insights in an easily understandable format.

“Flexible product with great training and support. The product has been very useful for quickly creating dashboards and data views. Support and training has always been available to us and quick to respond. - George R, Information Technology Specialist at Sonepar USA

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