Management Reporting FP&A Topics

What are the types of management reporting?
+

There are many types of management reporting, including financial performance reports, KPI overviews, operational reports, Budget-to-actual reports, forecasting and planning reports, and ad-hoc reports.
What is the basis of management reporting?
+

Providing management with the accurate, timely, and relevant information they need to make decisions for the business. Usually, management reporting is driven by creating objectives, setting up KPIs to shoot for those objectives, and monitoring progress against targets.
What is the difference between financial reporting and management reporting?
+

Typically, financial reporting is created for an external audience, while management reporting is internal. Financial reporting aims to communicate the company's progress to external stakeholders, shareholders, and compliance organizations, while management reporting empowers internal stakeholders to make business-changing decisions. Financial reporting is completed regularly, while management reporting can be done on a rolling or ad-hoc basis, depending on what executives need to drive business success.
What do management reports include?
+

Management reports typically include various reports and analyses with accompanying dashboards and visuals to aid decision-making for leadership. Management reporting should be digestible for finance and non-finance leadership alike.

Management Reporting

Featured articles

Corporate performance management: a primer

The CFO's guide to impactful board decks (slides included!)

How to empower non-financial executives to understand the numbers

How Masterworks used Cube to realize their unicorn valuation

Rolling forecasts: Definition, how to make one, and when to use them

PSA: Not all metrics are KPIs - best practices

What is financial planning and analysis (FP&A) software?

Cash forecasting: a quick guide for busy FP&A teams (updated for 2024)

Getting buy-in for your next finance transformation project

Scenario planning: strategies, techniques, & examples [2024]

Track and control revenue churn to keep your best customers

LTV/CAC ratio: your secret weapon to measure sales & marketing ROI

Revenue retention (GRR vs. NRR): calculate, interpret, and improve

Strategic budgeting: are you getting it right? A guide for 2024

Top-down vs. bottom-up budgeting: which should you use?

21 best financial forecasting software solutions for 2025

Rule of 40 and SaaS: What is it and why is it so important?

Cohort analysis: the secret to the best insights you've ever gotten

CAC (customer acquisition cost): how to measure sales/marketing ROI

The definitive guide to an FP&A software implementation (in 2024)

Full steam ahead? Calculating the SaaS magic number

G2 ranks Cube high performer, easiest to do business with (Spring '22)

Chart of accounts: How it works and best practices

Best financial management software for businesses [2024]

What’s the difference between a plan, a budget, and a forecast?

What is customer lifetime value (LTV)? Definition, uses, examples

In a new finance leadership role? Here’s a guide for a successful first 90 days

How to accelerate your annual budgeting process (in 2024)

22 best business budgeting software solutions

Feel the burn: a guide to gross burn vs. net burn

Best Cash Flow Management Software for 2025

Quick ratio vs. current ratio: the quick difference

Why I joined Cube: A product person’s perspective

What is FP&A (financial planning & analysis)? 2024 Guide

Workday Adaptive Planning: Complete review & top alternatives [2024]

17 FP&A software tools: 2025 comparison

The complete FP&A software evaluation checklist (for 2024)

How to empower non-financial executives to understand the numbers

Becoming a “have” in B2B SaaS starts with FP&A

The 5 best mid-market planning tools for business [updated for 2024]

Spreadsheet-Native: The Clear Approach to FP&A

Pitching VCs? Here's the deck we used to raise $30M with Battery Ventures

Cash flow: What's the difference between the direct vs. indirect method?

What is budget forecasting?

Month-end close process: Steps, checklist, and how to automate

14 best budgeting software tools & apps [updated for 2024]

Best financial reporting software in 2025: Top 20 reviews

Best Financial Planning Software in 2025: Top Picks for Businesses

Best Finance Software Solutions for 2025: Streamline Your Business

Datarails reviews 2025: Pricing, features, and alternatives

Anaplan vs. Adaptive vs. Planful vs. Vena vs. Datarails vs. Cube

Best financial statement software for balance sheets, reporting, and more

Corporate performance management: a primer

14+ best financial close software tools [2025 review]

G2 recognizes Cube’s customer service, high performance, and ease of use (Summer ‘22)

NetSuite reviews, competitors, and alternatives

Net dollar retention: why NDR is your new north star

Strategic workforce planning for CFOs: from strategy to execution

23 best corporate performance management software solutions [2024]

What's an FP&A job? (Plus an FP&A analyst job description for 2024)

Best financial modeling software

Driver-based planning: let the numbers lead the way

Anaplan review: Features, pros, cons, & alternatives [2025]

Our review of Jirav: how does the business planning tool measure up?

Slides: The top 5 mistakes CFOs make when communicating with the board

16+ best Anaplan competitors & alternatives for FP&A teams [in 2024]

What-if analysis: a beginner's guide to scenarios + goal seek in Excel

20+ best budgeting and forecasting software solutions

Why is sensitivity analysis important in strategic finance?

What is strategic financial planning and management?

Cube ranks #1 for ease of use on G2; receives 20 badges across FP&A categories (Fall '22)

NetSuite vs. QuickBooks: how do they measure up?

Cash inflow and outflow: keeping tabs on your financial health

Cash runway: How (and why) to calculate your company’s cash runway

32 FP&A interview questions to land your dream FP&A job

What are the three financial statements?

Capacity planning: the CFO's guide

Pro Forma Template: Free Excel Budget Templates