Performance Reporting

Gain speed and accuracy in management and performance reporting. Create linked variance reports and presentations from disparate sources, including financial, operational, and transactional data.
  • Increase data integrity

    CPM data in real time

    Synchronize and store data from ERP, consolidations, financial planning and analysis, and nonfinancial systems in one environment. All users work from a central platform.

    Pull budget and financial forecast data from disclosure reporting, ERP, or GL systems to sync into a live-linked workbook. Simplify profitability analysis and corporate performance management (CPM) processes.

    Streamline your CPM processes with live-linked workbooks. Connect plan, budget, operational, and financial reporting data.

    Comprehensive SEC Filing

    Deliver reports with confidence

    Create a single source of data truth and know that information will be consistent across documents and reports.

    Ensure all teams are working with the same data through live-linked workbooks and documents managed with advanced permissions.

    Wdesk is built for internal and external reporting. Track financial performance and view real-time data via financial dashboards.

    XBRL expertise
  • Collaboration across the enterprise

    Improve business efficiency

    Increase efficiency of profitability analysis and corporate performance management processes with automatic data collection and aggregation.

    Spend time analyzing essential business data rather than requesting, collecting, and checking numbers.

    Work with business unit leaders on live-linked data to streamline corporate performance management processes, and knock down geographical and departmental barriers.

    With Wdesk, reporting teams transform data into financial, management, and performance reports, as well as regulatory disclosures.

    Comprehensive SEC Filing

    A complete audit trail

    Combine numerical and narrative information in a controlled environment that maintains a complete audit trail of all users' activities—automatically.

    See real-time data updates in dashboards with live-linked data. With up-to-date data at their fingertips, management and other executive leaders can make better business decisions faster.

    Get a complete picture with data from different departments in your company to base your insights on the full view.

    XBRL expertise
  • Strategic corporate performance management

    Cross-enterprise performance management

    Now, corporate performance management (also known as enterprise performance management or EPM) can be done strategically. Wdesk makes it possible to plan within the context of a cross-enterprise view.

    Collect and connect financial, operational, sales, and supply data with people in a single platform. Gather relevant narratives from your business partners, too.

    Comprehensive SEC Filing

    Optimize CPM data

    Bring financial and nonfinancial data together in one source from multiple contributors and many departments.

    Cloud technology takes collaboration to the next level—giving you the framework you need to successfully implement strategic corporate performance management.

    Got changes? No problem. Create and combine text documents, workbooks, presentations, dashboards, and charts in one easy-to-use environment.

    XBRL expertise
  • Workiva named in two Magic Quadrants

    Financial Corporate Performance Management

    Wdesk was named a leader in the 2017 Gartner Magic Quadrant for Cloud Financial Corporate Performance Management Solutions (FCPM).

    Streamline the last mile of analytics with Wdesk. Gather financial and operational information from ERP, consolidations, financial planning and analysis, and nonfinancial systems.

    Strategic Corporate Performance Management

    Wdesk was named a niche player in the 2017 Gartner Magic Quadrant for Cloud Strategic Corporate Performance Management Solutions (SCPM).

    Organize your data in a collaborative cloud platform that allows you to create financial, management and performance reports from a single source of information.

    Access the Report

    Gartner Magic Quadrant 2017

    Gartner, “Magic Quadrant for Cloud Financial Corporate Performance Management Solutions,” by John Van Decker and Christopher Iervolino, June, 2017.
    This graphic was published by Gartner, Inc. as part of a larger research document and should be evaluated in the context of the entire document. The Gartner document is available upon request from Workiva. Gartner does not endorse any vendor, product or service depicted in its research publications, and does not advise technology users to select only those vendors with the highest ratings or other designation. Gartner research publications consist of the opinions of Gartner's research organization and should not be construed as statements of fact. Gartner disclaims all warranties, expressed or implied, with respect to this research, including any warranties of merchantability or fitness for a particular purpose.

Suggested Resources

Gartner: Workiva Named Leader—FCPM Magic Quadrant

The Benefits of Streamlining Management Reporting

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