Financial results
Consolidated actuals from finance systems, mapped to the management view rather than the statutory one.
Custom reporting automation
Board packs built from data, not from last month's file.
Management reporting suffers from a specific problem: the data is spread across finance, operations and commercial systems, and the pack has to be produced on a fixed date regardless. Datox automates the assembly so the discussion is about the numbers rather than about producing them.
Contents
What a management pack pulls together
Operational metrics
Volumes, service levels and activity data from operational systems, aligned to the same periods.
Commercial data
Pipeline, revenue and client data brought in from CRM and billing sources.
Comparatives
Budget, forecast and prior-period comparisons calculated consistently each cycle.
Commentary
Narrative that stays attached to the numbers
Management packs are as much about explanation as measurement. Datox keeps commentary in the workflow so it is written against the figure it describes, reviewed with it and versioned with it.
- Commentary captured per section, metric or variance.
- Prior-period commentary visible when writing the current one.
- Draft narrative can be prepared from approved data where governance permits.
- Review and approval recorded alongside the data sign-off.