Managerial Reports
Use these reports when you want curated managerial outputs for budget review, revenue and margin bridges, sales-commission analysis, customer and supplier analysis, capacity monitoring, workforce structure, and payroll operations.
These report packs are designed for direct classroom use first, with the underlying SQL still available elsewhere in the analytics section.
Performance and Planning
Budget vs Actual by Cost Center
Compare budgeted and actual spend by cost center and account classification.
Sales Commission Expense by Rep and Segment
Review gross commission expense, clawbacks, and net commission expense by sales rep, revenue type, customer segment, and month.
Budget vs Actual Revenue Price Volume Cost Bridge
Compare budgeted and actual quantity, net revenue, price realization, and standard-cost consumption by collection and style family.
Sales and Margin by Collection and Style
Review sales volume, margin, and portfolio mix by collection, style family, and material.
Monthly Work Center Utilization
Compare scheduled and available hours to evaluate manufacturing capacity usage by month.
Headcount by Cost Center and Job Family
Review workforce structure by cost center, job family, and employment status.
Customer and Supplier Analysis
Customer Sales Mix by Region and Item Group
Review billed sales mix by customer geography, segment, and item group.
Supplier Purchasing Activity by Category
Review purchasing commitments by supplier, category, risk rating, and item group.
Planning and Supply Risk
Supplier Lead Time and Receipt Reliability
Review how quickly suppliers begin and complete receipts after purchase orders are issued.
Inventory Coverage and Projected Stockout Risk
Review the latest projected inventory coverage, net requirements, and stockout-risk signals by item and warehouse.
Rough-Cut Capacity Load vs Available Hours
Compare planned rough-cut load to available hours by work center and week.
Forecast Error and Bias by Collection and Style Family
Review where forecast quantities systematically overstate or understate actual order demand by portfolio group.
Workforce and Payroll Operations
Labor and Headcount by Work Location Job Family and Cost Center
Compare workforce structure, people cost, approved hours, and direct labor by work location, cost center, and job family.
Absence Rate by Work Location and Job Family
Compare monthly absence pressure by work location and job family, with paid and unpaid absence separated.
Overtime Approval Coverage and Concentration
Review where overtime hours concentrate by work center and how consistently those hours carry approvals.
Punch to Pay Bridge for Hourly Workers
Trace hourly payroll from raw punches through approved time, labor allocation, and pay by employee and payroll period.