Gartner Insights Abstract

How to Create Actionable Reports for Finance Business Partners

Published: 01 May 2024

Summary

Finance business partners often find it difficult to use finance reports due to their complexity and information overload. This research offers FP&A leaders a strategy to create actionable, focused reports that address decision makers’ needs.

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Overview

Key Findings
  • Finance business partners often struggle to use finance reports due to the complexity and quantity of information they contain.

  • Having fewer reports simplifies the level of maintenance required but doesn’t solve the information-overload issue, because it doesn’t address the root cause of data excess.

  • With fewer and, often, incomplete reports, data users end up raising more ad hoc data requests because the reports they are left with do not give them the insights they need to make informed decisions.

  • Effective financial planning and analysis (FP&A) teams produce more reports but with fewer, more targeted insights that enable business partners to more

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Analysts:

Valeria Di Maso

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