Whether planning, budgeting, or reporting, Cube allows you to save time, standardize processes, and promote real-time collaboration among team members using templates, reports, and file sharing through the Web portal's library.
Templates
Craft your own unique templates or modify ours for various planning activities and models, such as building a Department OPEX Budget or a Sales Forecast.
Start by preparing your frequently used reports in Google Sheets or Excel. Using the Spreadsheet add-on, name your report, adjust sharing settings, and publish it as a template. From there, your team can access these templates directly through the Spreadsheet add-on, making refining plans, budgets, and forecasts easier.
Examples of common templates
Revenue Templates |
Expense Templates |
Balance Sheet Templates |
Cash Flow Templates |
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Reports
Templates are saved in the Web portal as read-only reports, ensuring consistent views of financial data across different reporting cycles that can be accessed without using the Spreadsheet add-on. In this space, you'll find templates you've created and those shared with you by team members.
Cube admins can access all reports across the company and edit sharing permissions for any report.
Organize your reports using folders or rename them for quick access. To view the latest data, simply click on a template name to open its report and fetch updated data from Cube. Data fetched into a report will align to a user's data permissions.
Examples of common reports
GAAP |
Management (Non-GAAP) |
Operational Data & KPIs |
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Library
The library is a centralized hub in the Web portal, storing and disseminating files among team members. These files can range from documents and presentations to spreadsheets. While these stored spreadsheets are not directly accessible from the Spreadsheet add-on-like templates, they provide a seamless method of sharing essential resources.