Management Reporting

Conduct effective decision implementation with a deep understanding of financial drivers

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Executives often focus on the shallow details within financial reporting and end up out of touch with the deeper specifics of their financial standings that mould potential strategies. This commonplace issue leads to companies adopting less viable decisions that suit their unique circumstances and miss out on valuable opportunities for growth.

Produce updated management reports in seconds

Management Reporting

Understanding the internal financial strengths and weaknesses of your own business is crucial to strategise the best decisions of growth. Management reporting segments important business information and allows insight and analysis into the drivers within your business. By utilising management reporting companies have a greater understanding of information such as profit and loss categorised by departments, teams, and jobs, realisation rates of clients, and utilisation rates. This is particularly useful for the executive level as they are getting relevant details that help drive strategic decision making and plans for the future.

Key aspects of Management Reporting:

  • Insight into the weaknesses and strengths using the business’s current financial position.
  • Segments financial areas of business around driver-focused analysis, giving executives prompt access to relevant decision making information.
  • A deeper level of understanding into drivers such as profit and loss sectioned by departments, teams, and jobs, client realisation rates, and utilisation rates.
  • Allows for more effective strategic decisions and plans to be drafted and implemented.
Produce updated management reports in seconds

Management Reporting with MODLR

Integrated platform that fosters collaboration - Access a shared platform of planning with real-time distribution of updates and changes to plans and reports, and direct communication to all users on the company platform through email or SMS messaging.

Adaptability from traditional planning - Easily adapt in Excel spreadsheets and utilise Microsoft office add-ins, with the ability to connect your ERP system for greater cohesion of data.

Customisable and friendly user interfaces -Create user-tailored interfaces with simple adjustable interfaces to the users’ preferences and role. With easy to navigate formulas, text functions and further adjustability; change how and what information is presented so that the most relevant information arrives first, reinforcing efficiency.

Comparative scenario analysis - Render multiple modellings of different scenarios with enhanced charting visualisations that permit quick and effective analysis, added visuals, and adjustable drivers.

Formatting and Design Features - Utilise a variety of different ways to present charts, data, grids and models: re-order dimensions of POV and methodologies of modelling, easily resize of graphs with guideline measures and source charts and models from embedded grids and data.

Live ERP Connection

MODLR is an open free-form modelling environment which allows your users to model any aspect of the business. When an area of business operations requires additional calculations and business logic, modelling users can create new bespoke models which they can feed into existing models.

Excel Integration

By combining enterprise modelling software with Excel Workbooks, MODLR provides a scalable and fully featured collaborative planning environment. See below for an outline of how to get started quickly in developing your reporting and planning solution.


  1. Connect to the Trial Balance and Operational data systems
  2. Create business hierarchies to provide more flexible reporting methods
  3. Define a model variable to hold the current month
  4. Develop reports which use the current month model variable to dynamically reflect the latest information
  5. Define business logic to calculate margin percentage and other corporate performance indicators
  6. Deploy an application which is a collection of reports and dashboards to your colleagues