Reporting
Group Cash Position Dashboard: How Multi-Entity Groups Monitor Cash Across All Entities
When the CFO of a six-entity professional services group asked his group controller for the current cash position, the answer…
Why Nobody Looks at Your Group Dashboard (And How to Build One They Will)
The CFO at a six-entity distribution group asked his finance team to build a group dashboard in January. By February…
What Should a Group Board Pack Include?
There are two ways a board meeting can go wrong before it starts. The first is when directors receive a…
Why Your Group KPI Report Shows a Different Number for Every Entity — And How to Fix It
James is the CFO of a five-entity professional services group. Every quarter he sends each entity a KPI template and…
Why Your Multi-Entity Group Still Doesn’t Have a Real Dashboard
Every Monday morning, Sarah opened five browser tabs. One for each of the Xero accounts her group ran: three UK…
What Should a Group Monthly Management Report Include?
At the close of every month, most group CFOs face the same question from their CEO or operations leads: “How…
Group KPI Reporting for Multi-Entity Businesses: The Metrics That Actually Matter
Every subsidiary CFO tracks their own entity’s performance. Revenue against budget, gross margin, overheads, cash position — the standard monthly…
Board Reporting for Multi-Entity Groups: How Group CFOs Build a Consolidated Board Pack That Directors Can Use
The board meeting is in four days. The CFO has four entities to consolidate. Three of them have closed their…
How Finance Teams Should Use Dashboards (And What to Avoid)
A financial dashboard, in theory, is one of the most useful tools a finance team has. Real-time visibility over revenue,…
Deeper Financial Drill-Down: From Consolidated Balance to Transaction in Seconds
A consolidated financial report is only as useful as your ability to understand what is behind it. When a balance…