Line of Business Memo

Automate the flow of data and cleanly prepare explanations of line-item drivers by line of business for reporting documentation.

Template Contents

Linking

Spreadsheet

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line of business memo input illustration

line of business memo dates illustration

line of business navigation illustration

line of business memo ratios illustration

line of business memo sales illustration

This template will enable your team to capture drivers to earnings and other financial statement lines in order to analyze the business and prepare reporting deliverables. It automates the magnitude and direction of drivers against various reporting scenarios and cleanly presents the data in a format that is easily replicated across various segments of the business.

Key Features

Comparisons to prior year, prior period, and plan on a quarter-to-date and year-to-date basis
Automated population of magnitude and direction of drivers
Calculations of percentage change over each period
Clean presentation of commentary boxes utilizing input mode for easy maintenance

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Compatible Solutions

To use this item, your organization needs to have purchased one of the following solutions.

Annual & Interim Financial Reporting

Board Reporting

Budget & Forecast Reporting

Financial Statements

Global Statutory Reporting

Income Statement & Balance Sheet Preparation

Insurance Reporting

Insurance Statutory Reporting

Management Reporting (CFO)

Product Line & Business Unit Reporting