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FINANCE REPORTING

For access requests or questions for reporting below, click here to email the EBI team.

ANALYSIS SUITES

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2024 CATEGORY ANALYSIS SUITE

I&O REPORTING

UPDATED: Daily

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2024 SALES EXCELLENCE SUITE

I&O REPORTING

UPDATED: Daily

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 ANALYSIS NOTEBOOKS & TOOLS

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2024 EFFECTV ANALYSIS NOTEBOOK

EBI REPORTING

UPDATED: daily

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PRODUCT INSIGHTS
 

EBI REPORTING

UPDATED: Daily

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SMALL BUSINESS OVERVIEW

EBI REPORTING

UPDATED: daily

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2025 EFFECTV ANALYSIS NOTEBOOK

EBI REPORTING

UPDATED: daily

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SPORTS NOTEBOOK
 

EBI REPORTING

UPDATED: daily

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PROGRAM ADHERENCE
 

EBI REPORTING

UPDATED: daily

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SALES PIPELINE TOOL
 

EBI REPORTING

UPDATED: daily

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PIPELINE NOTEBOOK
 

EBI REPORTING

UPDATED: Daily

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CLIENT ENGAGEMENT DASHBOARD

EBI REPORTING

UPDATED: WEEKLY

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NEW BUSINESS
 

EBI REPORTING

UPDATED: Daily

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MODS / REVISIONS
 

EBI REPORTING

UPDATED: daily

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NEED TO WRITE
 

EBI REPORTING

UPDATED: THURS.

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FINANCE OPERATION REPORTS

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ENTERPRISE AR DASH
 

FIN OPS REPORTING

UPDATED: daily

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EFFECTV CREDIT CARD TRANSACTIONS

FIN OPS REPORTING

UPDATED: Weekly

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AVERAGE DAYS
TO PAY

FIN OPS REPORTING

UPDATED: Weekly

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ENTERPRISE UNAPPLIED CASH

FIN OPS REPORTING

UPDATED: daily

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COLLECTIONS & PROJECTIONS

FIN OPS REPORTING

UPDATED: Weekly

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PREPAY
REPORT

FIN OPS REPORTING

UPDATED: Weekly

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ENTERPRISE AR METRICS

FIN OPS REPORTING

UPDATED: daily

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PAYMENT
SUMMARY

FIN OPS REPORTING

UPDATED: Weekly

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CLOSED SALES ORDER
UNAPPLIED BALANCE

FIN OPS REPORTING

UPDATED: Weekly

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ENTERPRISE REVENUE ADJUSTMENT METRICS

FIN OPS REPORTING

UPDATED: daily

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COLLECTIONS
AGING

FIN OPS REPORTING

UPDATED: Weekly

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FIN OPS REPORTS - MAS500 ARCHIVES

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EFFECTV CREDIT CARD TRANSACTIONS
MAS500 ARCHIVE

FIN OPS REPORTING

UPDATED: Weekly

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POLITICAL PAYMENTS
MAS500 ARCHIVE

FIN OPS REPORTING

UPDATED: Weekly

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COLLECTIONS & PROJECTIONS
MAS500 ARCHIVE

FIN OPS REPORTING

UPDATED: Weekly

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PAYMENT
SUMMARY

MAS500 ARCHIVE

FIN OPS REPORTING

UPDATED: Weekly

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COLLECTIONS
AGING

MAS500 ARCHIVE

FIN OPS REPORTING

UPDATED: Weekly

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