FinancialTracker

Challenge

To ensure Boards and Management have timely, clear and meaningful financial reports that impart a shared understanding of the organisation’s financial situation.

Compliance is one thing, understanding finances is another.

Success

FinancialTracker: a cost effective, financial performance monitoring system for tracking financial well-being and project outcomes.

FinancialTracker clarifies and illuminates financial reporting.

Outcomes/Benefits

A simple yet comprehensive combination of icons and colour coded graphics and KPIs create a consistent and intuitive visual language. This combination illustrates and provides instant visual access to complex financial information.

REPORTS INCLUDE:

  • Income/expenditure, with budgets and actual expenditure.
  • Financial performance (profit and loss).
  • Detailed expenditure by line items.
  • Financial position (balance sheet).

Features

  • Direct link to Attache software for instant reports.
  • Friendly Graphical User Interface.
  • Flexibility of manual data input or amended data option to demonstrate ‘what if?’ scenarios.
  • Annotations can be added to key elements of the reports.
  • The user sets parameters for traffic light KPIs.
  • Run on your hard disk or use the ‘outsource’ service option.
  • Print, export, pdf and email reports.

 

 

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