All courses

Management control

Reporting by Business Unit, Job, Customer and Product Line

Management reports built for decisions, beyond the overall accounts: by job, customer, product, line and business unit.

Reference duration
16 hours
Structure
4 sections · 16 one-hour chapters
Approach
Managerial, operational, multidimensional
Bring this course to your team

What people learn

  1. 01

    Identify the main dimensions of management analysis.

  2. 02

    Build reports by job, customer, product, line or business unit.

  3. 03

    Interpret margins and indicators by responsibility area.

  4. 04

    Connect financial reporting with operating decisions.

  5. 05

    Design concise management dashboards.

How it runs

  1. 01 · 4 hFrom accounting data to decision reports
  2. 02 · 4 hReporting by responsibility area and business unit
  3. 03 · 4 hReporting by job, customer and channel
  4. 04 · 4 hIndustrial reporting and management dashboards

Programme

4 sections, 16 hours.

Durations and programmes are the reference structure: content, level, examples and format are agreed with each company.

  1. 014 h

    From accounting data to decision reports

    1. Why the accounts are not enoughLimits of the aggregate view; reports by area, customer, product and process.
    2. Dimensions of management analysisBusiness unit, product, customer, job, department, channel, plant, region.
    3. Granularity, reliability and the cost of informationThe right detail between precision, simplicity and sustainability.
    4. Management reporting architectureLayouts, frequency, ownership, sources and distribution.

  2. 024 h

    Reporting by responsibility area and business unit

    1. Income statement by business unitRevenue, direct and indirect costs and result by area.
    2. Profit centres and cost centresFull economic responsibility, revenue responsibility and cost responsibility.
    3. Recharges and internal servicesShared costs, internal services, central costs and allocation rules.
    4. Management report by areaKPIs, margins, commentary, actions and comparison across areas.

  3. 034 h

    Reporting by job, customer and channel

    1. Job reportingEstimate, actual, progress, hours, materials, extra costs and margin.
    2. Customer profitabilitySales, discounts, commissions, freight, service, returns and net profitability.
    3. Reporting by sales channelDirect, distributors, agents, e-commerce, retail and export.
    4. ABC analysis of customers and productsSales, margin, frequency, risk and strategic relevance.

  4. 044 h

    Industrial reporting and management dashboards

    1. Reporting by production line and departmentVolumes, yields, scrap, cycle times, utilisation and factory costs.
    2. Standard and actual costs, industrial indicatorsStandard versus actual; efficiency, waste and productivity.
    3. Multidimensional management dashboardMargins, variances, KPIs, trends and anomalies in one dashboard.
    4. Lab: a multidimensional reportReports by customer, product, job and area on simulated data.

Let’s fit the course to your team’s work.

Durations and programmes are the reference structure: content, level, examples and format are agreed with each company.

Plan the course

How training runs

  1. 01Company coursesCommon ground for people who work with data and models.
  2. 02Solution trainingBy role, on the tools and models that were adopted.
  3. 03Everyday useRepeatable processes and independent users.