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.
Want to hear more about Excel Report Builder? Reach out to us at +1.888.319.3663 or email email@example.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.”