Out of the Box Reporting Templates

Experience 10 years of reporting best practices and expertise

Since the launch of our platform we have gathered the Best Practice financial reports of our customers. The result? New CXO Software users have full access to more than 10 years of combined knowledge and experience, resulting in 20+ out of the box reporting templates to get you jumpstarted!

CXO Catalog: a unique online reporting community

CXO Catalog is an online community where you can find best-practice templates that are shared by other customers and our partners. The website is available to everybody and you can browse the dashboards to find the ones that suit your needs. For each dashboard, you can find a description of how to use it, as well as recommendations to improve the report after downloading the dashboard to your CXO application. 

Discover Our Most Populair Templates

Home Page
Value Tree
Waterfall
Multi Column
Ranking
Multiple Bars & Lines
Dashboard Templates Homepage

Morning cup of coffee

Many of our customers use this template as a starting point when opening up CXO Software. It’s purposefully designed to give the end-user an immediate view of company performance – by highlighting the most important KPIs in the middle of the screen, as well as specified news items.

Dashboard Templates Value Tree

Breakdown of an account or dimension

This Value Tree template is used when you want a full overview of the build-up of any account or any dimension, typically for non-Finance-team users of the CXO Software. By clicking on an underlined member within the report, you will be automatically redirected to the right report with more detail.

Dashboard Templates Waterfall

Quick analysis between reference categories

The waterfall or cascade graph is used to analyze the difference between actual and budget (or any other reference category) or to analyze movements from last year to actual date. By selecting a line, the right top pane shows the trend of that specific member. Alternatively, you can drill down into the member structure. You can filter the value tree through another dimension, and the view automatically zooms to the relevant part.

Dashboard Template Multi-Column Tables

Dynamic Excel-like reporting

The Multi-Column template is suitable for creating a dashboard with a flexible number of columns and rows. It’s an easy and flexible way to build a report that will look exactly the way you want it to look. It includes rows and columns customizing features, drill-down capability and automatic variance coloring.

Dashboard Templates Ranking

Ranking the Stars and Dogs

This Ranking dashboard gives you a quick overview of the best and worst performers, based on a selected list of accounts defined for your organization. The ranking can be done on absolute values or on the better/worse variance or variance %. By showing both the top and bottom performers, you instantly see the entities, products and markets that require specific attention.

Track trends and variances

This is the ideal template to show trends for different accounts and/or members from other dimensions. You can mix line-charts and bar-charts, and you can display up to 6 axis-frames in a single report.

 

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