Financial presentations are a critical task for the CFO and finance team. But while charts and graphs make it easier to explain data, building visuals repeatedly from a static spreadsheet can be time-consuming to complete–time finance can’t afford to spare.
The reason Finance doesn’t present financial data visually usually comes down to time. A static spreadsheet-driven planning process creates several obstacles to effective data visualisation.
With an active planning process, Finance teams spend less time building dashboards and presentations, and more time analysing the data and preparing for the actual presentation.
With an active planning process, you can:
With Adaptive Insights, data visualisation becomes a faster, more dynamic process. When it takes less time to build dashboards and reports, you can spend more time preparing for your big presentation. Rely on Adaptive Insights analytics to help improve the process of creating finance presentations. Benefits include:
Data visualisations are always linked to the underlying data, giving you a single source of truth and visuals that are easy to refresh with the latest data. Answer any question by clicking on a chart or dashboard to drill into the data, down to the transactional level.
Interactive charts give Finance and non-Finance team members the ability to explore what-if scenarios in real-time. Running scenario analysis or ad-hoc analysis has never been easier, with all of the visuals and data at your fingertips.
With Adaptive Insights reporting, you have complete control over formatting (colours, fonts, shading, graphics) to give your presentation the customisation you need—no coding or design skills required! And, .
Quickly create quality reports and boardbooks by integrating your latest actuals, plans, and forecasts with Microsoft Office applications (Excel, Word, and Powerpoint). Save time in the report-building process by combining your planning and consolidation data directly with Microsoft, and automate monthly reports an executive packages.