Skip to content
+1-888-319-3663

EONE BLOG

Guest Consultant Blog & Video: Excel Report Builder to compare Microsoft GL Actual to Budget Dashboard


If you create budgets, you’ll need to compare them to actual numbers to see how close you are coming to your estimates/forecasts/budgets.


If you are holding Department Heads/Managers accountable to budgets, they need to review how they are doing along the way.

Belinda Allen from Njevity shares a short video walking users through the process of using Excel Report Builder (included in SmartList Builder) in Microsoft Dynamics GP and Excel to create a dashboard to assist in budget to actual comparisons.

Take a look at her blog to learn more or jump straight to the video here

Want to hear more about Excel Report Builder? Reach out to us at +1.888.319.3663 or email sales@eonesolutions.com

Belinda Allen is a Microsoft Most Valuable Professional for Dynamics GP (MVP). Belinda is currently the Business Intelligence Program Manager for the new Azure Cloud based SaaS ERP offering, PowerGP Online and the author of 2 books on Business Intelligence and Microsoft Dynamics GP.

Belinda is also the B in the MBS Podcast, where 3 Microsoft MVP’s talk about Microsoft, Business, and Stuff.

Prior to joining Njevity, Belinda was a principal at Smith & Allen Consulting, Inc. (SACI) in New York City. SACI was a Dynamics GP partner for over 25 years.  She has always had a passion for reporting and business intelligence.  Her skills include Microsoft SQL Server, Microsoft Power BI, Microsoft Excel, and of course Dynamics GP.  For many years, Belinda held a Microsoft Certified Trainer credential for all aspects of Dynamics GP. 

Belinda is also well known for her blog, www.BelindaTheGPcsi.com. On her blog, she shares really useful information about the product quickly and succinctly. With followers from all over the globe, she can share knowledge and achieve her mission: “To improve the lives and business success of my followers.” 

 

Leave a Comment





RECENT POSTS


2021 Q4 Promotions
Connect with us at Directions EMEA 2021 in Milan!
eOne at Summit North America 2021
Employee Spotlight: Megan Tripp, Business Development Representative
eOne is now compatible with Microsoft Dynamics GP October 2021 Release

POPULAR POSTS


2016 SmartConnect Integration Bootcamps
Tech Tues: Automatically refreshing Pivot Tables in Excel Refreshable Reports
Happy Thanksgiving from the eOne team!
2017 SmartConnect Integration Bootcamps
New Releases of Extender and SmartList Builder

CATEGORIES

TAGS

Business Central CRM D365 Business Central Dynamics 365 dynamics crm Dynamics GP Dynamics NAV Econnect Employee Spotlight eone eOne News error Error Message Events Excel Excel Report Builder Extender Flexicoder GP integration Map Meet the Team Microsoft dynamics crm Microsoft Dynamics GP Navigation List Builder Office Relationships partners Popdock release Reporting SalesForce SalesForce.com SmartConnect SmartConnect.com SmartConnect Bootcamp SmartConnect Maps SmartConnect Office Hours SmartList SmartList Builder SmartPost SmartView SQL Tech Tuesday Templates training

Integrate & Automate without Any Code.

SmartList Data has Never Been Faster.

The Easiest Way to Report on GP Data.