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Finance templates
for a Power BI, an excel, and riskrate analytics platform
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Save time with a gallery full of free templates.
Smart finance reports to a CEO and a CFO
Examples of smart finance report to save your time. When you find something great, write your unique notes before you share the report with a CEO and a CFO by email with one click.
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Daily Cash Forecast, AB next 3 months
The report tells how much money you will have in the bank account on a daily basis over the selected period.
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Cash at Banks today
The report tells your cash balance today based on your bank data.
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Cumulative spending Q2 2022 vs Q1 2022
The report tells how much money you spend over the selected period.
Powerful reports to your Sales team's weekly meetings
Examples of the powerful reports you can share with a sales team for the weekly meetings. riskrate's reporting auto-timer saves your time if a sales team needs to get a report over and over again.
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TOP 50 new customers this week
The report tells the best new accounts over the selected period. Drill down to a detailed Company card by clicking the name.
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TOP 30 churning customers 3 weeks
The report tells the top churning accounts over the selected period. Drill down to a detailed Company card by clicking the name.
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Benchmark payment terms & times
The report tells how your customer pays you and the others using the last 6 months' data. Drill down to a detailed Company card by clicking the name.
Supercharge your boss at the board meetings
Examples of the ad-hoc report to supercharge your boss at the management or the board meetings. Share with ease using reporting templates or create any what-if-analysis using riskrate's reporting engine.
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Cash Summary, Lingotto factory 7-2022
The report tells the change of Lingotto Factory Cash position over the selected time. It shows changes based on the cash in and cash out
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Cumulative sales Q2 2022 vs Q2 2021
The report tells how much your Customers are buying from you over the selected period.
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Customer risk profiles today
The report categorizes your customers into three groups based on their predicted payment delay in days and it tells your risk of not getting paid on time.
Regular reports with strict deadlines
Examples of the ad hoc reports you can share in a minute when teams are asking for your help now and then.
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TOP 30 growing spending Q2 2022 vs Q1 2022
The report tells the biggest suppliers whose spending has increased over the selected period. Drill down to a detailed Company card by clicking the name.
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Actual vs agreed payment times H1 2022
The report shows a comparison between the agreed and the actual payment time of your customers.
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TOP 30 customers, the longest payment times
The report tells the longest payment times by a Customer. Drill down to a detailed Company card by clicking the name..
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