MS Excel at its fullest
Performance Canvas
Set user roles and accessibility
Use the full native capabilities of Excel (e.g. create formulas)
Create and customize visual dashboards and graphs for reports & analysis
See more features below

Upgrade Possibilities

Once the Cloud Performance Canvas Financials is properly configured and installed, not only will your team have the chance to streamline and automate your finance processes you will also be afforded the possibility to expand your solution further. The tool is designed to grow with your business. For example, if you have recently acquired a new company, it is possible to get consolidated reporting using mapping from the legacy to the new chart of accounts. This can also apply to historical data.

You will begin to see the real wonders of the tool as your business grows in size and complexity.

Drill Page

Drill Page is a natural extension to and becomes a part of the powerful Investigate capability of Performance Canvas. With drillPage, you can directly drill into and understand the underlying data of any figure in your reports or investigations. Drill page will enable you to journey your data from a single figure to the underlying general ledger journals and from there into your Accounts Receivable. The unlimited levels of linking will continue as you explore the underlying invoice and related orders. The unique user interface will even facilitate you jumping directly back into your ERP system to make changes.

  • DrillPage extends and becomes a part of the Investigate function
  • Drill directly into any figure in your report to understand underlying data
  • Journey your data directly in drillPage
    (Example: Report -> GL -> AR -> Invoice -> Invoice line -> Order)
  • Use the full power of Microsoft SQL Server
  • Can be configured to drill into any system/ dataset


pcFinancials drill page

Accounts Receivable / Accounts Payable

AR/AP module allows you to do away with the manual, paper-based processing of receivables and payables. This add-on allows you to get rid of transaction complexity by automating order-to-cash and procure-to-pay. It also completely automates the sending and archiving of invoices according to customer preferences. It can even predict dates of when to expect payment based on customer´s historical, behavioral record.

  • Seamless interaction with any ERP system
  • Digitized and automated transactions
  • End to end accounts receivable and payable processing
  • Flexible financial management
  • Working capital management


best financial software

Profitability Analysis

The core of the Profitability analysis add-on module is to answer business questions that relate to the overall profitability of the organization. It does so by making virtual allocation postings into a special member of the business process dimension which will make it possible to get a fully multi-dimensional allocated report across a multi-company and multi-currency organization. Through the advanced account mapping features, it is possible to do so even if the account and project numbering is inconsistent in your organization.

The insight gained in Profitability Analysis will aid you in determining the strategic direction as well as in correctly setting your assumptions in your budgeting and planning process. For budgets, this functionality is possible to apply in any scenario. These key performance metrics can be further used to quality assure your budget figures and test them for validity.

Questions like these can be answered with this module:

  • Who are your 10 most profitable customers?
  • What are your 10 least profitable products?
  • What is last year´s most profitable project in the group across legal entity boundaries?


Profitability Analysis

Sales Budget

Sales estimates usually becomes too difficult to generate if a company has a large number of products. It usually has to be aggregated into smaller number of product types or regions to make it more manageable. However, presenting the sales budget annually provides very little actionable information for the decision makers.

This Sales Budget module supports a more intense product and service differentiation. It also aims to enhance customer service, reduce operational costs as well as streamline the forecasting and budgeting for Sales.

The automation of the collection and analysis of sales information improves the timelines, ensures that sales managers make more accurate sales forecasts at a given period, and allow these decision makers to see real-time the impact of their decisions on the budget and the business.

Sales budget module affords you complete visibility in the entire sales process while reducing the significant staff time spent on gathering important sales information.

  • Driver by account manager or any other dimension
  • Margin calculations
  • Quote to cash sales analysis
  • Departmental driven and company independent with multi-currency
  • Support various forecasting methods


best budgeting software
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It´s really not just a budgeting tool, it is a modeler. It shows that you can model business, you can model products - and that’s what we’d like to do.
Terri McCrackenFinance Manager, Friendly Society Private Hospital
The reporting editor is logical and easy to use. It’s a tool for everyday working for somebody that is an accountant, not dealing with how the technical things work.
Margus LutsojaGroup Chief Accountant, Gunvor Group
We think DSPanel under-promised but over-delivered when it came to the effort exerted in supporting us and in making sure we had ease toward product acceptance.
Gidget LimFeruni Operations Director and ERP Project Manager