Financial reporting, if the "Financial analysis" module is enabled, offers different levels of cost and earnings consolidation for the selected initiatives.
Several types of reports are available:
- Details of initial amounts.
- Details of forecast amounts.
- Details of actual amounts.
- Comparison between initial and forecast amounts.
- Comparison between initial and actual amounts.
- Comparison between forecast and actual amounts
Depending on the status of the initiative, the earnings will qualify as:
- Identified amounts for not approuved and not rejected initiatives.
- Engaged amounts for approved and not closed yet initiatives.
- Secured amounts for initiatives that have been successfully or unsuccessfully closed.
The following levels of consolidation can be distinguished:
- Synthesis by type of amounts (identified, engaged, secured).
- Amounts allocation by P&L center with a choice of consolidation level provides a distribution of earnings according to the different profit centers defined.
- Amounts allocation by cost structure with a choice of consolidation level provides a distribution of earnings according to the different analytical structures defined.
- Amounts allocation over time provides a distribution of earnings by period according to the option chosen (monthly or annual) and accumulated.
- Amounts allocation by initiative with the possibility of including the details by calculation line that provides a distribution of earnings by initiative.
Additional options are available to filter earnings by period, keywords, P&L center, cost structure and control status.
