Reporting Solutions for Every Industry and Role

Over 50 Pre-Built Reports

Inventory-Based

Demand forecast, inventory stock & turns, product-level profitability, available to promise/sell, and more.

Software

SaaS metrics, churn prediction, sales & support management, pre-built integration with Salesforce, & more.

Service

Utilization forecasting, Gantt charts, project and customer profitability, and more.

Nonprofit

Financial Reporting, Expense Analysis, Budget vs. Actual, Cash Flow Actionable Insights, and more.

Provide significant and actionable business insight on day one.

Big Picture

Financial Overview

Revenue Waterfall

Top Level Analysis

Volume Analysis

Gross Margin Analysis

Revenue Analysis

COGS Analysis

Key Segment Analysis

Customer Profitability

Item Analysis

Sales Rep Analysis

Customer Analysis

Class Analysis

Territory Analysis

Item Profitability

Subsidiary Analysis

Artificial Intelligence

Key Influencers/Drivers

Ask Questions

Cash Flow Insights

Accounts Receivable Performance

AP DPO Scenario Planning

AR DSO Scenario Planning

Cash Flow Forecast

Accounts Payable Performance

Financial Planning and Analysis

P&L (Comparative Time Periods)

GAAP P&L

P&L (by Key Business Segments)

GAAP Balance Sheet

P&L (by Subsidiary)

Budget/Forecast vs. Actual

Inventory Reporting

Inventory Performance

ABC Item Performance

Inventory Activity Detail

Inventory On-Hand Projection

Software Company Reporting

SaaS Financial Overview

KPI Trends

MRR Analysis

Revenue by Customer

Churn by Cohort Year

Deferred Revenue Waterfall (consolidated currency)

Sales and Marketing Expense Detail

SaaS Operational Overview

Industry Benchmark Performance

Revenue by GL Account Group

Revenue by Class

Churn by Cohort Quarter

Deferred Revenue Waterfall (subsidiary currency)

Customer Growth Table

SaaS Unit Economics Table

Rule of 40

Revenue by Item

Cohort Waterfall

Revenue Forecasting

Key Influencers (Artificial Intelligence)

Marketing

Google AdWords and Analytics Analysis

News & Thought Leadership from Satori

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