Financial Advisory Blog

Armanino’s Financial Advisory blog is your source for thought leadership around cloud ERP and accounting solutions and integrations. Supported by the Cloud Accounting Institute and numerous experts in cloud, finance, reporting, integration, compliance, and technology, Armanino’s Financial Advisory blog features must-read content on what’s happening in the finance industry, case studies, white papers, and much more.

April 30, 2015

CFO Evolution – The Poor Man’s Scorecard

Posted by Amy Morgan

It was wonderful to attend Adaptive Live this year! During my presentation, Your Guide to Driving
the CFO Evolution
, with John Dunican, Partner for Armanino’s Adaptive Insights software practice, we
shared a scorecard technique we use in Adaptive Insights when a client hasn’t purchased the
Discovery module. We call the technique “The Poor Man’s Scorecard.”  Our clients find this a useful
tool for introducing their C-suite and operational teams to a consolidated data view in Adaptive, so
this often works as a bridge or proof of concept before clients invest in the Discovery module.

Adaptive Insights software - Amy Morgan, Armanino


To build a scorecard:

  1. Create a shared report – use conditional formatting or graphical reports for readability.
  2. Create a new Announcement page (Admin/Manage Announcement Pages/New Announcement Page – drag over report).
  3. Make the Announcement page visible to the appropriate levels and save.
  4. Move the new Announcement page to the top of the page order (Admin/Manage Announcement Pages – click ^ move arrow).
  5. Update user’s Home Page to Announcement Page (Admin/Edit Users/Edit – select drop-down box after Home Page).

To learn more about how you can enhance your model, contact our team at [email protected]. I also feature tips and tricks at @AdaptiveAmy on Twitter.

Learn more about how the CFO Evolution® and Adaptive Insights software can benefit your team.

Happy modeling!

« | »