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Reporting and budgeting in Visma Net
The insights you need gathered in one place
Work more efficiently, collaborate more smoothly, and let everyone understand your company's data better so you make decisions based on insight, not gut feeling.
Functionality
Dashboards
With dashboard, you get quick access to your company's key figures.
The data is presented with visual graphs that make it easy to understand the information, and keep abreast of developments in the enterprise.
- A large selection of standard reports.
- Visual representation of data in dashboards.
- Automatic sending of reports at predefined times.
- Consolidated financial statements and composition of data from all financial statements.
Standard Reports
You can choose from a large set of standard reports and inspiration reports. The reports can be used as they are, or adapted as needed. The reports can be easily shared with employees, so they also get up-to-date data when they need it.
You can easily assemble your own report packages and add comments to the reports, before publishing and sending them.
- Tailoring of budget and forecast model.
- Standard budget model with workflow function.
- Archive with access to historical figures.
Automatic dispatch
Set up automatic sending of reports to predefined recipients. In this way, you effectively share information with your colleagues. For example, share the sales status of the week every Friday!
Powerful Report Designer
Build the most advanced reports with simple drag-and-drop functionality. Only the imagination sets the limits. Along the way, you will have access to all Excel functionality.
Budgeting and planning
Plan ahead with detailed budgets based on historical data.
Get real-time control of your KPIs and take corrective action when needed.
Tailor your own budgeting and forecasting model, effectively and reliably manage your budget processes, and make strategic decisions.
Workflow
With workflow, you get full control and work management in the budget process through easy follow-up of budget posting and access control.
Chats
Dedicated chat function for easy and efficient communication during the budget process.
Why reporting in Visma Net?
Take the pulse of the enterprise at all times. For example, you can see turnover this year compared to last year, liquidity ratio and the development of own funds. You also get an overview of what your customers owe you and what you owe others.
- You always have access to your company's latest figures.
- You get access to a set of report and budget templates that meet different needs.
- You can edit and reuse the templates just as you wish.
- You can share reports and budgets with other users who are notified that the report has been submitted.
