Drill-Down Financial Analysis Software that Works Where Finance Lives, Excel
Vivid CPM gives you a complete financial analysis workbench inside Excel®, backed by high‑performance refresh speeds. You get the numbers quickly, the ability to drill from totals down to transactions or images, and the tools to compare, trend, and investigate results without exporting, merging, or rebuilding spreadsheets.
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What is Drill-Down Financial Analysis and How Does it Compare to Self-Service Financial Reporting?
Investigate results deeply - get from the "what" to the "why."
Key Characteristics of Drill-Down Financial Analysis:
Starts with a number (e.g., expenses are up 18%) and helps you trace what’s behind the number. It’s all about exploration, explanation and flexibility in the reporting to find the root cause, verify balances, compare scenarios and respond to executive questions.
The goal is raw speed, flexibility and repeatability.
How Vivid Supports Drill-Down Financial Analysis:
- Advanced drill-down capabilities: item detail, compare, source image, time trends, sheet analysis, and variance.
- Extremely fast report building to support ad hoc exploration.
- Lightning fast refresh speeds to keep you moving fast.
- Lead sheets to see composition of accounts.
- Control panels to flip between segments in the same spreadsheet.
- No IT skills needed to create and deeply explore dimensional cuts on the data.
- Download the onscreen transactions into Excel at any time for reconciliation and deeper exploration.
- Make insight repeatable – once you’ve built a bespoke analysis, easily add automation so you can refresh it without rebuilding, add control panels to quickly recut data, and share with others with just a click of a few buttons.
“I can drill down to see the details behind numbers... that saves time and makes the process more efficient.”
“Our finance team was always buried in spreadsheets and chasing data. Now with Vivid, we’ve streamlined our month-end process and can actually analyze instead of just report. It’s changed how we do forecasting.”
Give managers the power to run reports and get the answers they need—without waiting.
Self-Service Financial Reporting:
Starts with controlling WHO can see WHAT. Users need to have a readily available library of reports, run the report, choose filters (company, department, date ranges) to flip between different lenses on the data – all while tightly controlling user access controls.
The goal is to reduce the load on finance, provide greater transparency, and improve timeliness.
How Vivid Supports Self-Service Financial Reporting:
- Granular user access controls – down to restricting entities, segments, accounts, drill-down levels, or any combination of the above.
- Control panels for easily selecting segments or and getting fast access to the right view of the data without risk of breaking the logic.
- Excel dashboarding
- Centralized reporting logic – even in high change in
- Centralized report repositories and user access controls.
- Industry leading refresh speeds to keep executives moving
- Vivid web-viewers for a true cloud experience where it’s desired.
“Vivid Reports has helped Ridley be nimble. Managers are using the reports to make daily decisions... instead of waiting until month-end.”
"Because it’s Excel, everyone already knew how to use it. That made self-service adoption fast and easy."
Vivid is trusted to simplify reporting by:
Excel is Still the Best Tool for Financial Analysis
Most financial analysis tools try to replace Excel. Vivid CPM does the opposite — it elevates Excel, with analysis tools, data connected to your ERP, and a powerful, ERP agnostic engine speeding every refresh. Get the familiarity of Excel with the depth of an enterprise CPM system.
Flexibility
You shouldn't need custom coding or technical skills to build report. Layout and format reports however you choose, run scenarios, look ten segments deep to get at underlying issues. No downloading transactions, just the final result - exactly the way you want to see it.
Support Ad Hoc Thinking
You'll never get away from Excel - and why would you want to?! You need to build models secure in the idea that data can be added directly from the ERP - no risk of transposition errors, no incorrect data. Simple click and that report is also refreshed for next month.
Don't Rebuild Financial & Operational Models
Why take weeks rebuilding and testing reports when you can reuse the exact layout you've been using for years — just add Vivid's automation, and refresh without the manual work.
Finance Teams Choose Vivid for Financial Analysis
Integration & Flexibility
Seamlessly connect every ERP, entity, and data source so your reporting stays unified, consistent, and ready for change.
Drill to Accounts and Transactions
Explore any number in detail. Drill to the account list, then into the transactions behind them, including date, description, amounts, segments, and source information.
Variance & Trend Analysis Tooling
Compare Actual vs Budget, period over period, or year over year. Use the Analyze, Drill Compare, and Lead Sheet windows for structured variance and verification analysis.
Enterprise Grade Consolidation Logic
Vivid scales effortlessly from single-entity reporting to enterprise-wide consolidation - and we centralize the reporting logic so when changes happen changing once changes everywhere and reports don't get out of sync.
See Vivid In Action
Compare Vivid Reports
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Other Reports
Accuracy
Reports live in countless spreadsheets, creating confusion and version errors.
Reports refresh instantly and stay accurate across every department.
Speed
Exports or slow reporting tools delay every cycle.
Reports update automatically in seconds, freeing time for analysis.
Control
Finance teams wait on IT for changes and fixes.
Finance teams build and manage reports independently, without technical help.
Collaboration
Managers depend on emailed files and disconnected templates.
Teams share live, governed reports from a single source of truth.
Budgeting
Budget cycles stretch for weeks, with limited visibility and endless reconciliations.
Budgets update collaboratively, consolidate automatically, and stay current.
Scalability
Reporting tools struggle to keep up as systems and entities expand.
Vivid scales effortlessly across ERPs, divisions, and currencies.
Confidence
Leaders question numbers, accuracy fades, and decisions slow down.
Leaders trust the data, decisions move faster, and confidence grows.
Simplicity
Processes feel fragmented, every new report adds another layer of manual effort.
Everything connects through one intuitive system, making complex reporting feel effortless.
Great Software Isn’t Enough. You Need a Team That Has Your Back.
Vivid’s Support Stands Out — and the Data Proves It.
There’s a simple way to measure what it feels like to work with a vendor, in every interaction, ask yourself: was it easy to get my issue handled?
That’s what the Customer Effort Score (CES) asks. It’s a tougher test than satisfaction survey because it penalizes friction anywhere in the process—waiting, repeating, or being passed around. Vivid scores 6.97 out of 7—well above benchmarks. In plain terms, customers tell us: every interaction feels easy.
Frequently Asked Questions
What makes Vivid CPM a financial analysis tool rather than just a reporting tool?
Because you can drill, compare, trend, and investigate results using built‑in analysis tools — not just view static outputs. Tools like Drill Down, Drill Compare, Analyze, and Lead Sheets support true financial analysis.
Can I drill to transactions from consolidated results?
Yes. You can start with consolidated totals and drill through companies, segments, accounts, and transactions. You can also drill on row sums and formula.
Does it support multi‑entity and multi‑ERP environments?
Yes. Vivid CPM is designed for multiple companies/databases, COAs, fiscal calendars, and currencies.
Do I need IT to build or maintain the views?
No. Finance manages filters, drill settings, and report definitions directly in Excel.
What systems does Vivid integrate with?
Vivid connects to more than 60 ERP systems including Sage, Microsoft Dynamics, NetSuite, and SAP through a secure and governed integration layer.
How long does it take to get implemented?
Setup is straightforward. Vivid uses your existing reports and data structures, which reduces configuration time significantly.
Most teams have live reports that automatically refresh within a few weeks.
How secure is the system?
Vivid includes role-based permissions, encryption, and built-in data governance. Every user sees only what they are authorized to access, ensuring complete control and compliance.
For customers using Vivid cloud-based systems, Vivid’s hosted environment on Azure is secured using Microsoft’s enterprise-grade controls — including network isolation, encrypted data storage, and continuous security monitoring. Access is tightly governed through Vivid’s role-based access, and SOC 2–aligned operational practices.
What kind of support can we expect?
Responsive and expert support is central to Vivid’s approach. Our team understands financial reporting, responds quickly, and resolves most issues the same day.
Vivid rigorously measures Customer Effort Score – the definitive measure of support quality – and currently scores 6.97 out of 7 for the ease of every interaction with Vivid.
Are you on-prem or a cloud solution?
Vivid can be deployed on-prem (with your ERP on a SQL Server), we can provide a fully hosted cloud solution, or we can use a private cloud.
Vivid can also provide browser-based reporting with full drilldown and analytics capabilities were customers want to reduce desktop installs.
See financial analysis software in action.
Watch a short 10 minute on-demand video to get a closer look at Vivid.
