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

Performance Canvas for Financial Insurance Companies

If you are budgeting for policy plans, types, policy holders, Performance Canvas enables you to have real time, accurate, and relevant financial and operational data. With Performance Canvas built-in business rules and formula-free calculations, you can be guaranteed easy and error-free budgeting and planning for insurance companies.

Actionable Data in just Minutes

With Performance Canvas what-if analysis, you are allowed comparison of actuals to budgets throughout the year by changing assumption values. You can also control these assumptions at the parent and some at child level and other criteria e.g. policy plans, holders, types.

These capabilities allow you to see the immediate effect of these assumptions to your revenue, expenses, and cash flow. For example:

  • What is the most profitable policy type and plan?
  • Will the current cash flow support market expansion plans?

Benefits of Performance Canvas

  • Budget and report by policy type, location, or entity
  • Comparison and analysis of product offerings and service lines
  • Support of budget wages and benefits based on payroll data
  • Unlimited forecasting and reforecasting, and what-if scenarios
  • Ability to budget payroll in hours, then translate to $
  • Analysis and monitoring of revenue and cost drivers that affect the margins in different departments or branches such as premiums, commission ratios, loss ratios
  • Support of budget roll-up and allowance of variable budgets
  • Ability to control some budget assumptions at the parent and some at the child level and/or other criteria e.g. location
  • Ability to compare individual entity budgets side by side
  • An integrated platform for reporting and analysis, budgeting , planning, consolidation that gives the medical industry an easily accessible and comprehensive overview of the company financial health
  • Creation of next year’s budget based on a copy of previous year
  • Consolidation of financials across locations, policy type or policy holder group
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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