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Posts Tagged ‘Excel’

How to Forecast Your Company Budget During Unexpected Events

If your company is suddenly impacted by something like the COVID-19, a product launch delay or an unexpected acquisition, your company budget may no longer be useful.   Replace the Budget with a Forecast Sometimes unexpected events happen, and it is clear that the business’ actual performance is moving so far above or below the […]

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Microsoft Excel Integration with Dynamics 365 is a Game-Changer

One important thing to consider when selecting a business management ERP system is how well it works with Microsoft Excel. If it does, you can work, report, analyze, and improve processes in the Excel environment your team is familiar with. If the system natively integrates with Excel, you gain both tactical and strategic benefits. If […]

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Best-in-Class Reporting & Analysis Solutions

This article focuses on the most efficient reporting and analysis tools as described in the e-book “Enabling World-Class Decisions” Reporting and analysis have evolved into a flourishing democratic practice.  A research study was mentioned in Chapter 1 of Enabling World-Class Decisions in which organizations that enable employees with data experience a staggering difference in performance […]

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[Video] Better Querying with SmartView

SmartView from eOne Solutionsis an alternative to Microsoft Dynamics GP’s SmartList database querying tool. SmartView improves upon SmartList’s functionality and performance, and adds numerous features, as well. If you’ve ever experienced frustration while querying and filtering your data with SmartList, please consider the following benefits of switching to SmartView! Unlimited Filtering SmartList filtering is limited […]

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Reports So Cool, They Should Come With a Cape

      Join Crestwood Associates in this fantastic FREE webinar: Reports So Cool, They Should Come With a Cape. With so many reporting options to choose from, it can be hard to know where to start! In this engaging session, you'll get a tour of many Dynamics GP reporting tools (both financial and non-financial […]

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Take the Pain out of Budgeting while Using Excel

by Mary Schmidt The budgeting process can be complex and, to accomplish what you need, there are several sophisticated budgeting solutions available on the market. A major consideration that is overlooked when assessing these various solutions is the amount of training an end user will ultimately need. This is important to consider when you have […]

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How Do You Know if You’ve Outgrown Using Excel for Accounting

View our free webinars Sign up for WebSan University It’s no surprise that every business somehow uses Excel in their everyday routine. It’s the easiest and the most popular tool to organize your company’s data. But eventually your data starts to outgrow Excel possibilities. Here are 3 signs that your business needs to switch from spreadsheets […]

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Consolidate rows of data in Excel for use with GL copy/paste.

Learn how to consolidate rows of data in Excel for use with GL copy/paste?   “Tell me more…” This is a time-saving method to use copy/paste from spreadsheets that are not in the format required. Since blank lines and lines with $0.00 cannot be included, some spreadsheets require manual effort to put the data into an […]

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Is Forecasting More Important Than Budgeting?

This article focuses on the importance of forecasting.   I’ve written about Forecasting versus Budgeting before, but in the face of the trend of forecasting becoming more impactful and desirable, I wanted to focus on it in the task of planning.  Is it true that forecasting is the most important process for corporate performance management […]

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Real Estate Dashboards for Microsoft Dynamics GP

  This article focuses on dashboards for real estate companies using Microsoft Dynamics GP.   Visualization enhances your performance; helps reach your potential, increases focus, boosts confidence, and so much more. Think about your favorite professional athletes. For example, tennis player Serena Williams has practiced visualization techniques. In this case, it makes sense to apply […]

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