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9:T6b97,{"id":"cG9zdDoxMDI5Mg==","title":"Dashboard Executive | How It Can Help Your Business?","content":"\n<h2 class=\"wp-block-heading\">What is a Dashboard Executive?</h2>\n\n\n\n<p>A dashboard executive is a high-level data visualization tool designed to provide business leaders with real-time insights into key performance indicators (KPIs), operational metrics, and financial data. It consolidates critical business information into a single, easy-to-read interface, enabling executives to make informed strategic decisions efficiently.</p>\n\n\n\n<p>Dashboard executives integrate data from various business functions, such as finance, sales, marketing, human resources, and operations. They present this data in visually engaging formats, including charts, graphs, and tables, making complex data easier to analyze and act upon.</p>\n\n\n\n<h2 class=\"wp-block-heading\">Why is a Dashboard Executive Important for Every Business?</h2>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>Enhances Decision-Making</strong></h3>\n\n\n\n<p>A dashboard executive provides real-time data, allowing business leaders to make quick and informed decisions. By consolidating crucial metrics, it eliminates the need for manual data collection and analysis.</p>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>Improves Business Performance</strong></h3>\n\n\n\n<p>By tracking key performance indicators, businesses can identify areas for improvement, monitor trends, and take proactive measures to enhance efficiency and profitability.</p>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>Increases Operational Efficiency</strong></h3>\n\n\n\n<p>A centralized dashboard reduces the time spent generating reports and analyzing spreadsheets. Automation streamlines workflows and ensures that executives focus on strategic planning rather than data gathering.</p>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>Promotes Transparency and Accountability</strong></h3>\n\n\n\n<p>Executives can easily track departmental performance, ensuring that teams stay aligned with company goals. This visibility fosters accountability and collaboration across departments.</p>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>Enhances Forecasting and Planning</strong></h3>\n\n\n\n<p>With predictive analytics and historical data, a dashboard executive supports accurate forecasting and financial planning. Businesses can anticipate market changes and adjust strategies accordingly.</p>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>Ensures Regulatory Compliance</strong></h3>\n\n\n\n<p>Many industries require strict adherence to regulatory and compliance standards. A dashboard executive helps monitor compliance metrics, reducing the risk of legal or financial penalties.</p>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>Facilitates Data-Driven Culture</strong></h3>\n\n\n\n<p>By making key data easily accessible, a dashboard executive encourages a culture of data-driven decision-making, enabling teams to rely on insights rather than assumptions.</p>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>Supports Scalability and Growth</strong></h3>\n\n\n\n<p>As businesses expand, the volume of data increases. A well-implemented dashboard executive scales with the organization, ensuring that executives continue to have a clear overview of performance.</p>\n\n\n\n<h2 class=\"wp-block-heading\">What Does a Dashboard Executive Include?</h2>\n\n\n\n<h3 class=\"wp-block-heading\">1. <strong>Real-Time Data Visualization</strong></h3>\n\n\n\n<p>Interactive charts, graphs, and tables present key performance metrics in an easily digestible format, enabling quick analysis and decision-making.</p>\n\n\n\n<h3 class=\"wp-block-heading\">2. <strong>Customizable KPIs and Metrics</strong></h3>\n\n\n\n<p>Executives can tailor dashboards to track specific KPIs relevant to their business objectives, such as revenue, customer acquisition costs, and profit margins.</p>\n\n\n\n<h3 class=\"wp-block-heading\">3. <strong>Integration with Business Systems</strong></h3>\n\n\n\n<p>A dashboard executive pulls data from multiple sources, including enterprise resource planning (ERP) software, customer relationship management (CRM) systems, and financial software, ensuring a comprehensive view of business performance.</p>\n\n\n\n<h3 class=\"wp-block-heading\">4. <strong>Automated Reporting and Alerts</strong></h3>\n\n\n\n<p>Executives receive automated reports and alerts for critical business updates, ensuring they stay informed about any significant changes or risks.</p>\n\n\n\n<h3 class=\"wp-block-heading\">5. <strong>Financial and Operational Insights</strong></h3>\n\n\n\n<p>Dashboards include financial reports, sales performance analytics, inventory tracking, and workforce efficiency metrics, providing a holistic view of the business.</p>\n\n\n\n<h3 class=\"wp-block-heading\">6. <strong>User-Friendly Interface</strong></h3>\n\n\n\n<p>A well-designed dashboard executive prioritizes ease of use, ensuring that executives can quickly interpret data without requiring advanced technical skills.</p>\n\n\n\n<h3 class=\"wp-block-heading\">7. <strong>Mobile and Cloud Access</strong></h3>\n\n\n\n<p>Cloud-based dashboards allow executives to access business insights from anywhere, supporting remote decision-making and mobile workforce management.</p>\n\n\n\n<h3 class=\"wp-block-heading\">8. <strong>Predictive Analytics and AI-Driven Insights</strong></h3>\n\n\n\n<p>Advanced dashboard executives incorporate artificial intelligence (AI) and machine learning (ML) to provide predictive analytics, trend forecasting, and prescriptive recommendations.</p>\n\n\n\n<h3 class=\"wp-block-heading\">9. <strong>Security and Access Controls</strong></h3>\n\n\n\n<p>Sensitive business data is protected through role-based access controls, ensuring that only authorized personnel can view or modify critical business information.</p>\n\n\n\n<h3 class=\"wp-block-heading\">10. <strong>Collaboration and Sharing Features</strong></h3>\n\n\n\n<p>Executives can share insights with key stakeholders, facilitating collaboration and aligning teams with strategic goals.</p>\n\n\n\n<h2 class=\"wp-block-heading\">How to do it in Modeliks? </h2>\n\n\n\n<h3 class=\"wp-block-heading\">Plan</h3>\n\n\n\n<ol start=\"1\" class=\"wp-block-list\">\n<li>Build driver-based financial plans (the only right way to plan)</li>\n\n\n\n<li>Automated &amp; error free financial statement (P&amp;L, balance sheet, cashflow) plus KPIs</li>\n\n\n\n<li>By department, business unit, geography, stores, projects, etc.</li>\n\n\n\n<li>Run scenarios and evaluate new initiatives to mitigate risk</li>\n\n\n\n<li>Develop industry expertise with financial model templates by industry</li>\n</ol>\n\n\n\n<h3 class=\"wp-block-heading\">Manage your business</h3>\n\n\n\n<ol start=\"1\" class=\"wp-block-list\">\n<li>Set measurable targets (KPIs) across the organization</li>\n\n\n\n<li>Track actuals vs. plan &amp; past periods on every important KPI</li>\n\n\n\n<li>Connect to your accounting software for effortless planning and reporting</li>\n\n\n\n<li>Drive alignment and accountability across the organization, by department, business unit, geography, stores, projects, etc.</li>\n\n\n\n<li>Monthly investor and management reports in minutes</li>\n</ol>\n\n\n\n<h3 class=\"wp-block-heading\">Fundraise</h3>\n\n\n\n<ol start=\"1\" class=\"wp-block-list\">\n<li>Write professional business plans. AI powered, SBA and investor ready format, done in an hour.</li>\n\n\n\n<li>Create pitch decks that build investor confidence</li>\n</ol>\n\n\n\n<h2 class=\"wp-block-heading\">Conclusion</h2>\n\n\n\n<p>A dashboard executive is an essential tool for modern businesses, providing executives with the data they need to make informed and strategic decisions. By integrating real-time insights, automation, and predictive analytics, it enhances efficiency, transparency, and overall business performance. Implementing a well-structured dashboard executive enables businesses to drive growth, improve accountability, and stay ahead in an increasingly data-driven world.</p>\n\n\n\n<p>Make confident decisions with <a href=\"https://modeliks.com/\">Modeliks</a>. Plan, manage, fundraise and grow your business.</p>\n\n\n\n<p>Author: <br><a href=\"https://www.modeliks.com/about-us\">Modeliks Team</a></p>\n","slug":"dashboard-executive-how-it-can-help-your-business","date":"2025-02-25T13:13:36","categories":{"nodes":[{"id":"dGVybToxMQ==","name":"Business Plans"},{"id":"dGVybToxNA==","name":"Financial Forecast"},{"id":"dGVybToxMw==","name":"Reports & Dashboards"}]},"mainCategory":{"mainCategory":["reports-and-dashboards"],"videoHeader":null},"tags":{"nodes":[{"name":"business planning"},{"name":"dashboard executive"},{"name":"Financial analysis"},{"name":"financial forecasting"},{"name":"financial modeling"},{"name":"financial planning"},{"name":"financial reporting"},{"name":"financial reporting solution"},{"name":"market analysis"},{"name":"modeliks"}]},"featuredImage":{"node":{"id":"cG9zdDoxMDI5Mw==","sourceUrl":"/images/cms/getty-images-xvAyiNQCXJI-unsplash.jpg","altText":"Dashboard Executive"}},"seo":{"metaDesc":"How a Dashboard Executive can help your business? What does it contain? How Modeliks software can help you?"},"modified":"2025-02-25T13:13:39","related":[{"id":"cG9zdDoxMTU0MQ==","title":"How Accountants Can Offer High-Margin Advisory Services","content":"\n<h2 class=\"wp-block-heading\">Why Advisory Services Matter for Accounting Firms</h2>\n\n\n\n<p>The accounting profession is shifting. Compliance and bookkeeping remain essential, but today’s clients expect more. They want guidance on <strong>how to run their business smarter, manage cash flow, and plan for the future</strong>.</p>\n\n\n\n<p>According to a <strong>CPA.com survey</strong>:</p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Clients pay <strong>~50% more</strong> for advisory services compared to traditional compliance.</li>\n\n\n\n<li><strong>65% of clients</strong> need advisory support.</li>\n\n\n\n<li><strong>45% expect their accounting firm</strong> to provide it.</li>\n</ul>\n\n\n\n<p>This means the demand is already there. The opportunity for accounting firms is clear: <strong>move beyond bookkeeping into high-margin advisory services</strong>.</p>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"/>\n\n\n\n<h2 class=\"wp-block-heading\">The Challenge: Scaling Advisory Without Burning Out</h2>\n\n\n\n<p>For most small and mid-sized firms, the hesitation is simple:<br>❌ Limited staff time<br>❌ No standardized tools for forecasting &amp; reporting<br>❌ Concern about overcomplicating workflows</p>\n\n\n\n<p>The good news? Advisory can be delivered at scale, without adding headcount or creating inefficiencies — if you have the right system.</p>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"/>\n\n\n\n<h2 class=\"wp-block-heading\">The Solution: Modeliks for Advisory Services</h2>\n\n\n\n<p><strong>Modeliks</strong> helps accountants transform their existing relationships into advisory partnerships by automating the heavy lifting.</p>\n\n\n\n<p>Here’s how it works in practice:</p>\n\n\n\n<p>1️⃣ <strong>Connect QuickBooks in Minutes</strong><br>Sync client actuals directly — no messy spreadsheets or manual imports.</p>\n\n\n\n<p>2️⃣ <strong>Build Budgets &amp; Automated Financials</strong><br>Instantly generate a forward-looking <strong>P&amp;L, Balance Sheet, and Cash Flow statement</strong>, tailored to each client.</p>\n\n\n\n<p>3️⃣ <strong>Deliver Dashboards &amp; Variance Analysis</strong><br>Clients see Actual vs. Plan vs. Previous Periods. You provide insight into <em>why</em> numbers moved — without building reports from scratch each month.</p>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"/>\n\n\n\n<h2 class=\"wp-block-heading\">The Impact for Accounting Firms</h2>\n\n\n\n<p>Firms using Modeliks see:<br>✅ <strong>New revenue streams</strong> by offering planning &amp; reporting as premium packages<br>✅ <strong>Higher client retention</strong> thanks to consistent value beyond compliance<br>✅ <strong>No extra headcount required</strong>, since processes are automated<br>✅ <strong>Improved positioning</strong> as trusted advisors, not just bookkeepers</p>\n\n\n\n<p>As one accountant put it:</p>\n\n\n\n<blockquote class=\"wp-block-quote is-layout-flow wp-block-quote-is-layout-flow\">\n<p><em>“Our clients can now make confident decisions. For us it’s a game-changer — we finally sell insight, not just compliance.”</em></p>\n</blockquote>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"/>\n\n\n\n<h2 class=\"wp-block-heading\">Why Now Is the Time</h2>\n\n\n\n<p>Client expectations are rising. Competitors are moving into advisory. Technology makes it easier than ever to scale.</p>\n\n\n\n<p>If you’re an accountant or firm owner, now is the time to position your practice for the next decade. Advisory services are not just an add-on — they’re the future of accounting.</p>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"/>\n\n\n\n<h2 class=\"wp-block-heading\">Next Steps</h2>\n\n\n\n<p>📽️ Watch the full video playbook here: <a href=\"https://www.youtube.com/watch?v=UlQEwnWOdKQ\">https://www.youtube.com/watch?v=UlQEwnWOdKQ</a>.<br>🌐 Explore how Modeliks can help you launch advisory services in under an hour -> <strong><a href=\"https://www.modeliks.com/solutions/accountants\">HERE</a></strong>.</p>\n\n\n\n<p>📩 Or <a href=\"https://www.modeliks.com/?utm_source=chatgpt.com\">reach out to</a><a href=\"https://www.modeliks.com/\"> </a><a href=\"https://www.modeliks.com/?utm_source=chatgpt.com\">us directly</a> to explore how Modeliks can be tailored for your firm.</p>\n\n\n\n<p>Enjoy <a href=\"https://modeliks.com/\">Modeliks</a>! We know we are!</p>\n\n\n\n<p>Author: <br><a href=\"https://www.modeliks.com/about-us\">Modeliks Team</a></p>\n","slug":"high-margin-advisory-services-accountants","date":"2025-09-02T08:30:06","categories":{"nodes":[{"id":"dGVybToxMQ==","name":"Business Plans"},{"id":"dGVybToxNA==","name":"Financial Forecast"},{"id":"dGVybTozNQ==","name":"News"},{"id":"dGVybTozNA==","name":"Partners"},{"id":"dGVybToxMg==","name":"Pitch Decks"},{"id":"dGVybToxMw==","name":"Reports & Dashboards"}]},"mainCategory":{"mainCategory":["financial-forecast"],"videoHeader":"https://www.youtube.com/watch?v=UlQEwnWOdKQ"},"tags":{"nodes":[{"name":"accounting advisory services growth"},{"name":"budgeting and forecasting"},{"name":"business planning"},{"name":"consulting firm profitability strategies"},{"name":"Financial analysis"},{"name":"financial forecasting"},{"name":"financial modeling"},{"name":"financial planning"},{"name":"financial planning for professional services firms"},{"name":"financial reporting"}]},"featuredImage":{"node":{"id":"cG9zdDoxMTU0Mg==","sourceUrl":"/images/cms/Screenshot-2025-09-02-at-10.27.59.png","altText":"How to offer Advisory Services at High Margin?"}},"seo":{"metaDesc":"Learn how accounting firms can add high-margin advisory services without extra headcount. Discover how Modeliks helps accountants deliver financial planning, reporting, and dashboards that clients will pay more for."},"modified":"2025-09-02T08:30:10","related":null},{"id":"cG9zdDoxMTQ4Mw==","title":"How to Manage & Grow Your Professional Services Business: A Strategic Playbook","content":"\n<p>Running a professional services business is demanding. Whether you’re a <strong>founder, consultant, accountant, or finance leader</strong>, the challenges are similar:</p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Managing multiple clients</li>\n\n\n\n<li>Tracking projects and timesheets</li>\n\n\n\n<li>Ensuring profitability while scaling</li>\n\n\n\n<li>Moving beyond basic bookkeeping into strategic financial insights</li>\n</ul>\n\n\n\n<p>The truth? Many services firms outgrow spreadsheets faster than they realize. A project-based business requires a planning and reporting framework that adapts as you grow &#8211; not one that breaks every time a new client, project, or team member comes onboard.</p>\n\n\n\n<p>That’s where having a structured <strong>financial planning and reporting system</strong> becomes a game-changer.</p>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"/>\n\n\n\n<h2 class=\"wp-block-heading\">Who is This Playbook For?</h2>\n\n\n\n<p>This strategic framework is designed for:</p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Founders &amp; Owners of Service Firms</strong> — who need clarity on profitability and growth drivers.</li>\n\n\n\n<li><strong>Consultants</strong> — who want to optimize billable hours and scale without burning out.</li>\n\n\n\n<li><strong>Accountants &amp; Accounting Firm Owners</strong> — who want to expand beyond bookkeeping and offer high-value advisory services like forecasting, management reporting, and fractional CFO solutions.</li>\n\n\n\n<li><strong>Finance Leaders (CFOs, Finance Managers, Controllers)</strong> — who require accurate reporting, scenario planning, and board-ready insights without wasting hours in spreadsheets.</li>\n</ul>\n\n\n\n<p>If you run a <strong>project-based business, use timesheets, or manage multiple clients</strong>, this playbook is for you.</p>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"/>\n\n\n\n<h2 class=\"wp-block-heading\">How to Grow Profitability in Professional Services</h2>\n\n\n\n<p>Professional services firms often face profitability challenges because margins are tied to <strong>capacity, efficiency, and client mix</strong>. Here’s where the right planning approach makes a difference:</p>\n\n\n\n<h3 class=\"wp-block-heading\">1. Plan by Project (Not Just Company-Level)</h3>\n\n\n\n<p>Each project has its own revenue, costs, and resources. Without project-level visibility, it’s impossible to know which work is actually profitable.</p>\n\n\n\n<h3 class=\"wp-block-heading\">2. Track Actuals vs. Plan</h3>\n\n\n\n<p>It’s not enough to create a yearly budget. Monthly actuals vs. plan reporting helps you quickly see where projects are off track and adjust before problems snowball.</p>\n\n\n\n<h3 class=\"wp-block-heading\">3. Build Scenarios</h3>\n\n\n\n<p>What happens if a big client leaves? Or if you add two more consultants next quarter? Scenario planning gives you the confidence to make tough decisions with numbers to back them up.</p>\n\n\n\n<h3 class=\"wp-block-heading\">4. Monitor Utilization &amp; Capacity</h3>\n\n\n\n<p>Employee utilization is the heartbeat of a services firm. By linking financial forecasts to <strong>billable hours, staffing, and client demand</strong>, you can identify bottlenecks and prevent costly underutilization.</p>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"/>\n\n\n\n<h2 class=\"wp-block-heading\">How Modeliks Helps</h2>\n\n\n\n<p>At Modeliks, we’ve built a platform that turns these best practices into a structured, repeatable process.</p>\n\n\n\n<p>With <strong>Modeliks</strong>, you can:</p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Plan by Project, Department, or Client</strong><br>Build forecasts by any dimension of your business — project, geography, store, or team.</li>\n\n\n\n<li><strong>Automate Actual vs. Plan Reporting</strong><br>Sync with QuickBooks or upload trial balances from Excel. No more rebuilding reports every month.</li>\n\n\n\n<li><strong>Get Dashboards &amp; KPIs That Matter</strong><br>Variance analysis, profitability by client/project, utilization, and other insights are ready in minutes.</li>\n\n\n\n<li><strong>Run What-If Scenarios</strong><br>Test different client acquisition strategies, pricing models, or staffing plans.</li>\n\n\n\n<li><strong>Scale Without Adding Headcount</strong><br>Accountants and consultants can serve more clients in less time, while founders and finance leaders gain clarity without extra hires.</li>\n</ul>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"/>\n\n\n\n<h2 class=\"wp-block-heading\">Why This Matters Now</h2>\n\n\n\n<p>Most firms wait until they have 100+ employees to rethink planning. But the truth is, <strong>dimensional planning and reporting matters at 20 employees, as much as at 200.</strong></p>\n\n\n\n<p>The earlier you set up a scalable framework, the faster you can:</p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Increase profitability per client</li>\n\n\n\n<li>Retain clients longer by delivering insight, not just compliance</li>\n\n\n\n<li>Attract investors, lenders, or partners with investor-ready plans</li>\n\n\n\n<li>Free up time to focus on strategic growth instead of fixing spreadsheets</li>\n</ul>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"/>\n\n\n\n<h2 class=\"wp-block-heading\">Key Takeaway</h2>\n\n\n\n<p>Growing a professional services business isn’t just about winning more clients — it’s about <strong>building a system that lets you manage projects, measure performance, and grow profitably.</strong></p>\n\n\n\n<p>That’s what this playbook is about — and why we built <strong>Modeliks</strong>.</p>\n\n\n\n<p>👉 If you want to see how Modeliks can help you manage and grow your services firm, <a href=\"https://www.youtube.com/watch?v=E87pBDPZzPc&amp;utm_source=chatgpt.com\">watch the full video walkthrough here</a>.</p>\n\n\n\n<p>📩 Or <a href=\"https://www.modeliks.com/?utm_source=chatgpt.com\">reach out to us directly</a> to explore how Modeliks can be tailored for your firm.</p>\n\n\n\n<p>Enjoy <a href=\"https://modeliks.com/\">Modeliks</a>! We know we are!</p>\n\n\n\n<p>Author: <br><a href=\"https://www.modeliks.com/about-us\">Modeliks Team</a></p>\n","slug":"financial-planning-for-professional-services","date":"2025-09-01T11:47:08","categories":{"nodes":[{"id":"dGVybToxMQ==","name":"Business Plans"},{"id":"dGVybToxNA==","name":"Financial Forecast"},{"id":"dGVybTozNQ==","name":"News"},{"id":"dGVybTozNA==","name":"Partners"},{"id":"dGVybToxMg==","name":"Pitch Decks"},{"id":"dGVybToxMw==","name":"Reports & Dashboards"}]},"mainCategory":{"mainCategory":["financial-forecast"],"videoHeader":"https://www.youtube.com/watch?v=E87pBDPZzPc"},"tags":{"nodes":[{"name":"accounting advisory services growth"},{"name":"budgeting and forecasting"},{"name":"business planning"},{"name":"consulting firm profitability strategies"},{"name":"Financial analysis"},{"name":"financial forecasting"},{"name":"financial modeling"},{"name":"financial planning"},{"name":"financial planning for professional services firms"},{"name":"financial reporting"}]},"featuredImage":{"node":{"id":"cG9zdDoxMTQ4NA==","sourceUrl":"/images/cms/Screenshot-2025-09-01-at-13.39.02.png","altText":"Financial planning for professional services"}},"seo":{"metaDesc":"Discover how to manage and grow your professional services firm with project-based financial planning, reporting, and forecasting strategies."},"modified":"2025-09-01T11:47:11","related":null},{"id":"cG9zdDoxMDQyMA==","title":"Modeliks 2.0 is Live!","content":"\n<p>Today we released a massive new update of Modeliks.  A multidimensional Modeliks 2.0. I am both happy and sad to see Modeliks grow up. I liked baby Modeliks. He was cute and a little clumsy. Now, we created a beast.  </p>\n\n\n\n<p>We listened to your feedback and made Modeliks by far the best financial planning and reporting tool for SMEs. Alright, I might be a bit subjective, but here is what’s new:</p>\n\n\n\n<ol class=\"wp-block-list\">\n<li><strong>Multi dimensional planning and reporting</strong>. This means that you can plan and track performance by organizational unit, whether that is business units, departments, geography, stores, projects. However your company is structured, you can have clear targets and track performance across your whole organization.</li>\n\n\n\n<li><strong>Consolidation</strong>: if you plan on a business unit level, Modeliks will consolidate your financial plans upwords.</li>\n\n\n\n<li><strong>Allocations</strong>: allocate costs from the head office down to the operating units. Why? Some costs are incurred in the head office, or regional offices, but should be allocated down to the operating units, in order to get a correct picture of profitability across the organization.</li>\n\n\n\n<li><strong>Quickbooks integration</strong>. Connect Modeliks to your Quickbooks and have your planning and monthly reporting automated, error free and done in minutes.</li>\n\n\n\n<li><strong>Account grouping</strong>. Group several accounts into one group account. For example, you can create a Utilities group account and make your Energy, heating, phone, internet, water accounts part of the utilities group. Why? Because when you plan, you don’t want to plan on every single small account that you have in your accounting system. It is too tedious and messy. So, group them logically, plan on groups, and make planning and reporting easy and useful.</li>\n\n\n\n<li><strong>Initiative planning and evaluation</strong>. You have a new initiative in mind for your business? Create a business case and see how it will impact your business. If the numbers say it’s good, keep it. If not, drop it.  </li>\n\n\n\n<li><strong>Monthly forecasting</strong>. Now you can forecast up to 3 years on monthly basis.</li>\n\n\n\n<li>Lastly. <strong>Speed</strong>. Modeliks is now 10 times faster than before.   </li>\n</ol>\n\n\n\n<p>And there is a lot more to come in the next few months. Stay tuned for new features, and in the mean-time, plan, manage and grow your business with Modeliks 2.0.</p>\n\n\n\n<p>Let’s recap. Now you can:</p>\n\n\n\n<ol class=\"wp-block-list\">\n<li>Build driver based financial models for any business</li>\n\n\n\n<li>Do it by department, business unit, geography, stores, projects</li>\n\n\n\n<li>Run scenarios and evaluate new initiatives</li>\n\n\n\n<li>Track actual performance vs budget, on every level in your organization. Especially easy with the Quickbooks integration</li>\n\n\n\n<li>Automate monthly investor and management reporting</li>\n\n\n\n<li>And write professional and detailed business plans with the help of our AI assistant.</li>\n</ol>\n\n\n\n<p>Enjoy <a href=\"https://modeliks.com/\">Modeliks</a> 2.0! We know we are!</p>\n\n\n\n<p>Author: <br><a href=\"https://www.modeliks.com/about-us\">Modeliks Team</a></p>\n","slug":"modeliks-2-0-a-live","date":"2025-04-01T08:59:31","categories":{"nodes":[{"id":"dGVybToxMQ==","name":"Business Plans"},{"id":"dGVybToxNA==","name":"Financial Forecast"},{"id":"dGVybTozNQ==","name":"News"},{"id":"dGVybTozNA==","name":"Partners"},{"id":"dGVybToxMg==","name":"Pitch Decks"},{"id":"dGVybToxMw==","name":"Reports & Dashboards"}]},"mainCategory":{"mainCategory":["financial-forecast"],"videoHeader":"https://www.youtube.com/watch?v=-61deO4BkFg"},"tags":{"nodes":[{"name":"budgeting and forecasting"},{"name":"business planning"},{"name":"Financial analysis"},{"name":"financial forecasting"},{"name":"financial modeling"},{"name":"financial planning"},{"name":"financial reporting"},{"name":"market analysis"},{"name":"modeliks"},{"name":"quickbooks"}]},"featuredImage":{"node":{"id":"cG9zdDoxMDQyMg==","sourceUrl":"/images/cms/Modeliks-2.0-Post-image.png","altText":"Modeliks 2.0."}},"seo":{"metaDesc":"A massive new update of Modeliks is here. A multidimensional, Quickbooks integrated, faster than ever Modeliks 2.0. GROW your business, NOW!"},"modified":"2025-04-01T09:20:31","related":null}]}2:["$","$L8",null,{"post":"$9"}]
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