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Certinia Financial Management Analytics & Reporting

Intelligent, predictive, and actionable insights

Overview

Lead the charge on bringing more revenue to your business with unparalleled business insights generated by analytics and reporting in Certinia. Make data-driven decisions that can expand your business footprint and elevate operational efficiencies.

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See How Certinia Financial Management Analytics & Reporting Works

  • CFO DASHBOARD Get both global and detailed views into your revenue, spend, and profitability, supporting multi-company and multi-currency scenarios. Easily detect revenue patterns and know when to course-correct. Set alerts for key metrics being met.

  • SCORECARDS & METRICS Configurable to your specific business needs, get instant access to critical metrics, including high-level scorecards for revenue and EBITDA and detailed margins by customer, product, and region.

  • ADVANCED VISUALIZATIONS Use geomaps, treemaps, and bubble charts to make multi-dimensional analysis easy to read. Get deeper business insights and make better decisions.

  • MOBILE-READY Get relevant, contextual reporting & analytics from anywhere.

MAKE EVERYONE A GENIUS Lead data-driven insights across your entire services organization with embedded analytics and reporting in Certinia Financial Management applications powered by Salesforce CRM. ANALYTICS FROM OPP TO RENEWAL Analyze millions of transactions in seconds and generate comprehensive business insights based on sales, orders, service delivery, and financial data across the entire opportunity-to-renewal lifecycle. AUDIT TRACEABILITY Automatically build and maintain an audit trail so you can easily drill down into any transaction and answer any audit-related questions. GAIN PREDICTIVE INSIGHTS Leverage analytics and predict business outcomes, such as a customer’s likelihood to churn or the lifetime value of an account. POWERFUL REPORTING Search tens of millions of rows of accounting transactions, including details and context. Create your own reports or choose from financial statement templates including: Trial Balance, Cash Flow Statements (Direct/Indirect), Balance Sheets, Income Statement, Consolidated Statements, and Profitability, Trends, KPI Analysis.

Categories

Business Needs
Analytics
Industries
Horizontal Product
Personas
Business Operations Manager
Data Analyst
Features
No Limits
This product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in Help
Lightning Ready
Optimized for Salesforce orgs that use Lightning Ready.
Multiple Currencies
Supports Salesforce orgs that use Multiple Currencies.
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
No Limits
Lightning Ready
Multiple Currencies
Managed Package

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