Month-End Reporting

Standardize recurring month-end reporting and reduce manual consolidation.

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PROCESS VIEW

Report the process as a chain of decisions.

Standardize recurring month-end reporting and reduce manual consolidation. A useful dashboard shows what happened, why it happened, where the exception sits, and what action is available.

Questions to resolve

Which ERP records are authoritative?
Which dimensions explain performance?
Which exceptions matter operationally?
Which KPI definitions are governed?
What decision should the dashboard accelerate?

MONTH-END REPORTINGERP DATA · GOVERNED MODEL

Revenue$24.8M

Gross margin31.4%

Open orders1,284

Receivables$3.2M

Inventory$7.6M

Exceptions42

Source logic

Identify transactions, master data, and external context.

Business logic

Define measures, dimensions, time logic, and exceptions.

Decision layer

Design views around the decisions owned by the team.

NEXT STEP

Turn the process into a governed reporting model.

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