Finance templates 

for a Power BI, an excel, and riskrate analytics platform

LIVE

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. 

LIVE

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.

LIVE

Cash at Banks today

The report tells your cash balance today based on your bank data.

LIVE

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.

LIVE

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.

LIVE

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.

LIVE

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.

LIVE

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

LIVE

Cumulative sales Q2 2022 vs Q2 2021

The report tells how much your Customers are buying from you over the selected period.

LIVE

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.  

LIVE

  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.

LIVE

Actual vs agreed payment times H1 2022

The report shows a comparison between the agreed and the actual payment time of your customers.

LIVE

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..

If you don't see your report here, reach out & ask. We've done it for our customers and we can do it for you.

Need help before getting started?

Get help from our team now or
book a call for later

We'd love to serve you.