Reporting, analysis & dashboarding

Unit4 Financial Planning & Analysis (FP&A)

With Unit4 FP&A, you always have the most up-to-date picture of your financial situation, revenue, and assets. Users can create reports, analyze data, and define dashboards with a range of powerful visualization options.

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Source: unit4.com

Why Choose Unit4 Financial Planning & Analysis (FP&A) - Reporting, analysis & dashboarding?

Main Benefits

Informed decision-making

Better understanding of dependencies

Single source of truth

Discover hidden trends and patterns to spot and capitalize on opportunities.

Powerful data visualizations and dashboards

Significant time savings

What does Unit4 Financial Planning & Analysis (FP&A) software deliver?

Key Capabilities

Unit4 Financial Planning & Analysis (Unit4 FP&A, formerly known as Prevero) solution gives you accurate information in real-time, allowing your teams to find the insights needed for effective decision-making quickly.

Reporting

Unit4’s financial reporting and analysis software automates financial closing and responds quickly to ad-hoc requests with:

Standard and ad hoc reports.
Customized reports and automatic distribution in different formats.
Compliance with all accounting standards, including IFRS & regional reporting standards.
Real-time changes across financial statements.
Slice & dice, roll up, drill down, and drill through data at a transactional level in Unit4 ERP.
Full integration of subplans, periods & versions in the reports (actuals, forecast, budget).

Analysis

Discover hidden patterns and relationships in historical data to help your teams identify potential opportunities and risks to your business:

Time series, top ten, top value, break-even, and deviation analysis.
Ad hoc analysis, hit lists.
Trend analysis and automatic target/actual & year-on-year comparisons.
Analytical formatting with traffic light method, conditional formatting.
Multi-dimensional drill-down/drill-through to analyze deviations between actuals, forecast and budget.

Dashboarding

unit4 financial & analysis fp&a dashboarding

With dynamic dashboards that are simple to design and adjust, you can always have all financial KPIs at your fingertips. So you can keep track of critical figures such as:

EBITDA.
Gross margin.
Fixed and current assets.
Equity/liquidity.
Working capital.
COGS, etc.

Integrated ERP & FP&A

Achieve much more when you combine both Unit4 ERP (formerly known as Agresso/Unit4 Business World) and Unit4 FP&A together to help you collaborate, streamline and align seamlessly the strategic financial planning and operational across all departments in your organization.

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Client Reviews

What People Think About Unit4 FP&A

Unit4 FP&A has been recognized as the “Overall Leader” in Enterprise Performance Management, which is a testament to the exceptional user recommendations, value, integrity, flexibility and ease of integration we consistently deliver.