02 / Management Reporting
Management reports that explain business performance.
Kiva Analytics builds recurring management reports that bring together financial, sales and operational information. This component supports a wider Kiva management intelligence engagement, with coverage defined in the proposal.
Part of the Management Intelligence System
ContactMonthly management reporting
The monthly
performance review.
- 01Financial performance
- 02Sales & customer performance
- 03Budget comparisons
- 04Management priorities
Illustrative report structure, not a client report.
The reporting challenge
Understand the result and the change behind it.
A management report should show what happened, how it compares with expectations and which changes need further investigation.
Who is this service for?
Management reporting is for leaders and finance teams who need a consistent monthly overview and explanations of financial and operational changes.
Built around your questions
What your reporting can cover
KPIs are key performance indicators: agreed measures of business performance.
- 01
Revenue and gross profit
- 02
Costs and operating performance
- 03
Budget versus actual
- 04
Cash flow and working capital
- 05
Sales and customer performance
- 06
Operational KPIs
- 07
Monthly commentary and management priorities
Agree the reporting content and frequency.
The reporting content and frequency are agreed during scoping. Forecasting and ongoing written commentary are included only where specified in the proposal.
What data is required?
Kiva reviews accounting data, sales records, operational measures and approved budgets by period. Prior reports, account mappings and agreed targets help establish useful comparisons. Cash flow and working capital reporting require the relevant balance and movement records.
The number of agreed sources, reporting areas, companies and locations affects scope. Data quality, access, integrations and reporting requirements also affect the work. Custom application programming interfaces (APIs), extensive remediation and advanced forecasting are separately scoped.
Management Intelligence Systems start at €12,500 for one agreed priority area; Group Performance & Consolidation Systems start at €25,000. Microsoft licences, cloud services and other external costs are excluded unless included in the proposal. We agree deliverables, revisions, support limits, timeline and price before work starts.
View Services & Pricing and detailed scope limitsAn example in practice
A relevant sample report
This sample shows the measures and comparisons a report can provide. Actual content depends on your questions and available data.
Jan–Mar · Sample actuals
Gross profit
€116,000Operating profit
€32,000Operating margin
9.8%Profit & loss · Jan–Mar
Gross profit − operating costs = operating profit. Net profit is not shown; interest, tax and other charges are excluded.
Illustrative report using sample data. This is not a client result.
Related guides
Start with your management priorities.
Tell Kiva what you need to understand and which systems you use. A free 30-minute call helps establish whether a management intelligence engagement is a suitable fit.