Microsoft Excel Reporting Solutions

 

Reports on a click of a button!

 

• We can assist you in creating new reports, be it financial, sales, marketing, insurance etc.,

• Extracting data from ERP systems using SQL queries and stored procedures.

• Automate reports.

 

 Our work.

  

• Financial Reports: P&L and balance sheet in different formats of P&L showing Summary level, Dept level and Month on Month.

• Budget and Forecast: Templates for budget and forecast at GL code level for uploading data into ERP systems.

• Business Unit P&L: BU profit and loss statement the P&L statements are generated and emailed with a click of a button.

• Sales commission calculations automation.

• Score Card – Customer, Business, Risk etc.

• Regulatory Reports automation.

• Sales Reports to analyse sales and margins on daily, monthly, quarterly and yearly basis and dashboard to show the trends.

• Reporting on overall collections performance including agent, team and department level.