Description

How many types of reports basically needed?

Financial Reports - Revenue, expenses, and profitability.

Operational Reports - A day-to-day operations of the organization, such as project status, resource allocation, and productivity metrics.

Business Intelligence Reports - Provide insights into customer behavior, market trends, and other strategic information to help inform business decisions.

Dashboard Reports - Key performance indicators (KPIs) and other metrics in a format that is easy to understand and track over time.

KPIs:

Measure the performance and progress of an organization or specific areas within it. 

• Sales revenue
• Customer satisfaction score
• Employee productivity
• Website Traffic
• Return on Investment (ROI)
• Number of new customers acquired
• Time to market for new products or services
• Employee turnover rate
• Quality control metrics, such as defect rate or error rate
• Project completion time

Executive Summaries - These reports provide a high-level overview of the organization's performance and progress, including strategic goals, initiatives, and achievements.

Which kind of things can help you to get your purpose for a report?

• Enterprise Resource Planning (ERP) Systems
• Customer Relationship Management (CRM) Systems
• Business Intelligence (BI) Platforms
• Dashboards
• Spreadsheets
• Project Management Tools

Let's in depth.

Enterprise Resource Planning (ERP) Systems: These systems provide a centralized database for managing various business functions, including finance, accounting, human resources, and supply chain management. ERP systems can generate a wide range of reports that provide CXOs with insights into various aspects of the organization's operations.

SAP ERP: SAP ERP is a comprehensive ERP system that offers a wide range of modules for different business functions, such as finance, human resources, supply chain management, and sales. Website: sap.com 

Oracle ERP Cloud: Oracle ERP Cloud is a cloud-based ERP system that offers a wide range of modules for financial management, procurement, project management, and more. Website: oracle.com 

Microsoft Dynamics 365 Finance and Operations: Microsoft Dynamics 365 Finance and Operations is an ERP system that offers modules for finance, supply chain management, human resources, and more. Website: dynamics.microsoft.com 

Infor CloudSuite ERP: Infor CloudSuite ERP is a cloud-based ERP system that offers modules for finance, procurement, manufacturing, and more. Website: infor.com 

NetSuite ERP: NetSuite ERP is a cloud-based ERP system that offers modules for finance, inventory management, order management, and more. Website: netsuite.com 

Epicor ERP: Epicor ERP is an ERP system that offers modules for finance, supply chain management, manufacturing, and more. Website: epicor.com 

Acumatica Cloud ERP: Acumatica Cloud ERP is a cloud-based ERP system that offers modules for finance, distribution, project management, and more. Website: acumatica.com 

Customer Relationship Management (CRM) Systems: These systems help organizations manage customer interactions and track customer data. CRM systems can generate reports on customer behavior, preferences, and other metrics to help CXOs make informed decisions about sales and marketing strategies.

Salesforce CRM: Salesforce CRM is a cloud-based CRM system that offers a wide range of features for sales, marketing, and customer service. Website: salesforce.com 

Microsoft Dynamics 365 CRM: Microsoft Dynamics 365 CRM is a CRM system that offers modules for sales, customer service, marketing, and more. Website: dynamics.microsoft.com 

HubSpot CRM: HubSpot CRM is a free cloud-based CRM system that offers features for contact management, lead tracking, and email automation. Website: hubspot.com 

Zoho CRM: Zoho CRM is a cloud-based CRM system that offers modules for sales, marketing, and customer service. Website: zoho.com 

Pipedrive: Pipedrive is a CRM system that offers features for sales pipeline management, contact management, and email automation. Website: pipedrive.com 

Oracle CX Cloud: Oracle CX Cloud is a cloud-based CRM system that offers modules for sales, marketing, and customer service. Website: oracle.com 

Freshworks CRM: Freshworks CRM is a cloud-based CRM system that offers modules for sales, marketing, and customer service. Website: freshworks.com

Business Intelligence (BI) Platforms: These platforms use data analytics and visualization tools to help organizations make sense of large volumes of data. BI platforms can generate reports on trends, patterns, and other insights that can help CXOs identify areas for improvement or new opportunities for growth.

Tableau: Tableau is a widely used BI platform that offers a range of data visualization and reporting tools for creating interactive dashboards and reports.Website: tableau.com 

Power BI: Power BI is a Microsoft-owned BI platform that offers a comprehensive suite of tools for data visualization, reporting, and analytics. Website: powerbi.microsoft.com 

QlikView: QlikView is a BI platform that offers data discovery and visualization tools for creating interactive dashboards and reports. Website: qlik.com 

Looker: Looker is a cloud-based BI platform that offers data exploration, visualization, and analytics tools for creating interactive dashboards and reports. Website: looker.com 

MicroStrategy: MicroStrategy is a comprehensive BI platform that offers a wide range of analytics and reporting tools for businesses. Website: microstrategy.com 

Domo: Domo is a cloud-based BI platform that offers data visualization, reporting, and analytics tools for businesses. Website: domo.com 

Cognos Analytics: Cognos Analytics is an IBM-owned BI platform that offers a suite of tools for data visualization, reporting, and analytics. Website: ibm.com 

Dashboards: Dashboards visually represent key performance indicators (KPIs) and other metrics in a user-friendly format. Dashboards can be customized to show the metrics that are most relevant to CXOs and can be updated in real-time to reflect the latest data.

Microsoft Power BI: Power BI is a widely used dashboard platform that offers interactive data visualization and reporting tools for creating dynamic and visually appealing dashboards. Website: powerbi.microsoft.com 

Tableau: Tableau is a leading dashboard platform that provides a wide range of data visualization and reporting tools for creating interactive and customizable dashboards. Website: tableau.com 

Google Data Studio: Google Data Studio is a free dashboard platform that allows you to create interactive and shareable dashboards using data from various sources, such as Google Analytics, Google Sheets, and more. Website: datastudio.google.com 

Klipfolio: Klipfolio is a cloud-based dashboard platform that offers a wide range of data visualization and reporting tools for creating real-time dashboards for monitoring key performance indicators (KPIs) from various data sources. Website: klipfolio.com 

DashThis: DashThis is a dashboard platform that offers pre-designed templates and customization options for creating visually appealing dashboards for digital marketing reporting. Website: dashthis.com 

Zoho Analytics: Zoho Analytics is a cloud-based dashboard platform that offers data visualization and reporting tools for creating interactive dashboards with data from various sources, such as databases, spreadsheets, and cloud storage. Website: zoho.com 

Geckoboard: Geckoboard is a dashboard platform that offers real-time data visualization and reporting tools for creating dashboards for tracking key metrics and performance indicators. Website: geckoboard.com

Spreadsheets: Spreadsheets are a simple yet powerful tool for organizing and analyzing data. CXOs can use spreadsheets to create custom reports that provide insights into various aspects of the organization's operations.

Microsoft Excel: Microsoft Excel is a widely used spreadsheet application that offers a comprehensive suite of tools for data analysis, calculation, reporting, and visualization. Website: microsoft.com 

Google Sheets: Google Sheets is a free online spreadsheet application that offers basic spreadsheet functionality, including data entry, calculations, and data visualization, and can be accessed through a web browser. Website: google.com 

Apple Numbers: Apple Numbers is a spreadsheet application designed for Mac and iOS devices, offering basic spreadsheet functionality, including calculations, data analysis, and visualization. Website: apple.com 

Apache OpenOffice Calc: Apache OpenOffice Calc is a free open-source spreadsheet application that offers basic spreadsheet functionality, including calculations, data analysis, and charting. Website: openoffice.org 

LibreOffice Calc: LibreOffice Calc is a free open-source spreadsheet application that offers a wide range of spreadsheet features, including calculations, data analysis, and charting. Website: libreoffice.org 

Smartsheet: Smartsheet is a collaborative work management platform that offers spreadsheet-like functionality, along with project management, automation, and reporting features. Website: smartsheet.com 

Zoho Sheet: Zoho Sheet is a cloud-based spreadsheet application that offers basic spreadsheet functionality, along with collaboration and automation features. Website: zoho.com 

Project Management Tools: Project management tools help organizations plan and track the progress of projects. These tools can generate reports on project status, resource allocation, and other metrics that can help CXOs make informed decisions about project priorities and resource allocation.

Microsoft Project: Microsoft Project is a widely used project management software that offers comprehensive tools for planning, scheduling, and managing projects, including task management, resource allocation, and reporting. Website: microsoft.com 

Trello: Trello is a visual project management tool that uses boards, lists, and cards to help teams organize tasks, collaborate, and track progress. It offers a user-friendly interface with drag-and-drop functionality. Website: trello.com 

Asana: Asana is a popular project management and team collaboration tool that offers features for planning, organizing, and tracking tasks, projects, and team communication in one place. Website: asana.com 

Basecamp: Basecamp is a project management and team collaboration tool that offers tools for managing projects, tasks, files, and team communication in a centralized platform. Website: basecamp.com 

Monday.com: Monday.com is a team collaboration and project management tool that offers visual boards, workflows, and automation features for managing projects, tasks, and team communication. Website: monday.com 

Smartsheet: Smartsheet is a collaborative work management platform that offers project management features, including task tracking, automation, reporting, and integration with other business tools. Website: smartsheet.com 

Wrike: Wrike is a collaborative work management platform that offers project management features, including task tracking, team collaboration, reporting, and automation. Website: wrike.com 

This is the entire research for CXOs' reporting helping tools. However, still many tools are not on the list. Please explore it if you have any suggation you can drop me a message or do comment. I am open to accepting your official and genuine feedback.