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๐Ÿ“ˆ SOLUTION

Reporting & Analytics

Transform reporting from a time-consuming manual process to an automated, always-current system. Board decks, management reports, and ad-hoc analytics โ€” automated.

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70%
๐Ÿ“ˆ Board Reporting Dashboard Live ยท Auto-updated ยท Board-ready PDF export available LIVE Q3 2025 REVENUE YTD $84.2M โ–ฒ +12.4% vs LY GROSS MARGIN 58.3% +2.1pp vs budget OPEX RATIO 34.1% โš  2.1pp above target EBITDA $24.1M 28.6% margin REVENUE vs BUDGET TREND $10M $8M $6M Aug Revenue $9.8M Jan Mar May Jul Sep Actual Revenue Budget VARIANCE BRIDGE โ€” Q3 Budget $8.4M Price +$0.4 Volume +$0.8 Mix -$0.4 FX -$0.3 Actual $8.9M โ–ฒ Actual exceeded budget by $0.5M (+6.0%) AUTO DISTRIBUTION Board deck sent ยท Mon 6:00 AM Mgmt report ยท 14 recipients SELF-SERVICE ANALYTICS ๐Ÿ” Revenue breakdown by region ๐Ÿ“Š Headcount cost by department EXPORT FORMATS ๐Ÿ“„ PDF ๐Ÿ“‹ PPT ๐Ÿ“Š XLS Board-ready ยท One click ยท Always current NextFPA Reporting ยท 48 reports automated ยท Last board deck: Monday 6:01 AM ยท 100% on time
Time saved
4 wks
Go-live
200+
Integrations
98%
CSAT
nextfpa.com/dashboard/board-q3 โ— LIVE Board Report โ€” Q3 2025 All data updated 4 min ago Export PPT Send PDF REVENUE YTD $84.2M โ–ฒ +12.4% vs LY GROSS MARGIN 58.3% +2.1pp vs budget OPEX RATIO 34.1% โ–ฒ +2.1pp above target EBITDA Q3 $24.1M โœ“ On target ยท 5.2% margin ๐Ÿ“Š Revenue Trend โ€” Monthly Janโ€“Sep 2025 ยท $M 12 8 4 Jun: $9.4M +11.2% YoY J F M A M J J A S Variance Bridge โ€” EBITDA Q3 Budget โ†’ Actual ยท AI-generated Budget $22.0M +Rev +3.1M โˆ’OpEx โˆ’0.9M โˆ’COGS โˆ’0.7M +Fx Actual $24.1M ๐Ÿค– AI: "EBITDA beat by $2.1M. Revenue upside (+$3.1M) drove outperformance despite OpEx pressure." OpEx by Department Engineering 40% Marketing 27% Sales 19% Other 14% Automated Report Distribution Board PDF โ€” Sent Mon 6:00 AM โœ“ CFO Weekly Deck โ€” Sent โœ“ Dept Heads Pack โ€” Queued 5 PM Self-Service Analytics 12 stakeholders connected 342 queries this week โ†“ 78% fewer ad-hoc requests
Key Capabilities

What You Get with Reporting & Analytics

๐Ÿ“Š

Automated Reports

Scheduled reports that generate and distribute automatically. Monthly pack done before Monday.

01
๐Ÿ–ฅ๏ธ

Interactive Dashboards

Drag-and-drop builder. Drill from summary to transaction level. Share as link or embed.

02
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Self-Service Analytics

Business partners answer their own questions without bugging FP&A every day.

03
๐Ÿ”

Variance Bridge

Automated waterfall bridge with AI-generated narrative explaining the why.

04
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Board Deck Automation

Board decks connected to your models โ€” update automatically when numbers change.

05
๐ŸŽจ

Custom Visualizations

Charts, tables, waterfall bridges โ€” all connected to live data. Export to Excel, PPT, or PDF.

06
Why NextFPA

Built for Finance Teams That Live in Excel

  • Implemented in 4โ€“6 weeks โ€” not 6โ€“12 months
  • 100% Excel-native โ€” no retraining required
  • Finance-background success manager from day one
  • 200+ pre-built ERP & data source integrations
  • FP&A Genius AI included in every plan
  • SOC 2 Type II certified enterprise security
Start Free โ€” 2 Users โ†’
โ˜…โ˜…โ˜…โ˜…โ˜…

"NextFPA's reporting & analytics transformed how our team works. What took 3 days happens automatically now. Our team finally has time for real strategic analysis."

FM
Finance Director
Enterprise company ยท 600+ employees

Quick Stats

70%
Time saved on reporting
4 wks
Average go-live time

Try Reporting & Analytics Free Today

2 users, full access, no credit card. Sam sets you up within 4 hours.

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