3. Make the Monthly Reports Worth Reading

  1. Parmenter David

Published Online: 4 JAN 2012

DOI: 10.1002/9781118269152.ch3

Winning CFOs: Implementing and Applying Better Practices

Winning CFOs: Implementing and Applying Better Practices

How to Cite

David, P. (2011) Make the Monthly Reports Worth Reading, in Winning CFOs: Implementing and Applying Better Practices, John Wiley & Sons, Inc., Hoboken, NJ, USA. doi: 10.1002/9781118269152.ch3

Publication History

  1. Published Online: 4 JAN 2012
  2. Published Print: 21 MAR 2011

ISBN Information

Print ISBN: 9780470767504

Online ISBN: 9781118269152

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Keywords:

  • monthly reports;
  • finance team;
  • profit and loss statement;
  • management reports;
  • personnel costs

Summary

This chapter contains sections titled:

  • Foundation Stones on Month-End Reporting

  • Reporting a Business Unit's Performance

  • Reporting a Consolidated Profit and Loss Account

  • The One-Page Summary to the CEO

  • Reporting the Balance Sheet

  • Reporting a Quarterly Rolling Accrual Forecast

  • Snapshot of All Projects Currently Started

  • Reporting Progress of the Top 10 Projects

  • Cash Flow Forecasting

  • CAPEX Reporting

  • The One-Page Investment Proposal

  • Reporting the Strategic Objectives/Risks/Cost Pressures

  • Designing Graphs and Dashboards