Management Reporting

A turnkey standard concept that can be tailored to your business.

Customized reports across teams, management, and board level
Complete overview of key metrics
Mobile solution – access your data on the go
Integration with ERP and financial systems
Clear insights that enable better and easier decision-making
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See our solutions
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Overview

Get a unified decision-making foundation with full visibility into finance, projects, sales, and customers. Virkplan consolidates live data into automated reports, enabling management to steer the business precisely, identify risks early, and make confident, data-driven decisions.

A unified overview – from finance to sales
Realistic results and precise management
Data-driven growth – full insight into sales and customers

Virkplan brings together financial KPIs, work in progress, pipeline, and customer data in a single management reporting solution. Management gains a shared decision-making foundation that makes it easy to take fast and confident decisions – without switching between systems and Excel sheets.

Virkplan’s management reporting connects finance, projects, and sales into one consolidated overview. This provides management with insight into the relationships between operations, profitability, and pipeline, making it easier to prioritize and manage the business.

Data is automatically collected from your systems and presented in fixed, recognizable reports. This reduces manual work, minimizes errors, and ensures that management always has access to up-to-date and reliable figures.

With live-updated figures for work in progress, hours, costs, and contribution margin, you gain precise control of your financials and project status. This means fewer surprises, more accurate forecasts, and a stronger financial foundation for decision-making.

With continuously updated reports, you can closely track developments in budget, consumption, and profitability. This provides a solid basis for managing finances and ensuring that projects and activities develop as planned.

Virkplan’s reports make it easy to identify deviations from budget and expectations early on. Management gains a clear overview of risks and can act quickly before challenges develop into financial consequences.

You gain a clear picture of pipeline, hit rate, customer value, and future opportunities. Data-driven insights show where growth comes from, where to focus efforts, and which customers create the most value.

By combining sales and customer data with financial KPIs, you gain insight into which customers and segments create the greatest value. This makes it possible to focus efforts where the growth potential is highest.

Management reporting provides a fact-based foundation for strategic decisions related to sales and customers. You can prioritize resources, adjust sales efforts, and make decisions based on data rather than gut feeling.

Benefits

Create measurable value with management reporting – without manual hassle

Virkplan’s management reporting automatically consolidates live data from finance, projects, sales, and customers into customized reports – giving management a clear, data-driven foundation for decision-making.

Eliminate manual data work - Data is automatically collected across systems
Get a full overview across finance, projects, and sales One unified overview – without Excel chaos
Accurate, up-to-date key figures Management always has access to current numbers
Early identification of deviations and risks Spot issues before they grow
Data-driven insight into customers and growth potential. See where your business creates the most value.

Documented through customer cases at Wheat, JPBC, Unitas and Millpart.

See customer cases
See customer cases

Automation replaces manual reporting

30-60% less time spent on reporting

Management always has up-to-date figures

20-40% faster decision-making

Deviations are identified early

10-25% fewer financial surprises

Pricing

Virkplan Projects is one of Virkplan’s modules. It can be used as a standalone solution, but always includes Power BI reports for portfolio overview. If the full Virkplan package is desired, additional modules can be purchased with a 50% discount.

Virkplan Projects - module

Get the complete Virkplan Projects solution, including integrations and Power BI reporting for projects and tasks.

  • The price includes 10 users.

DKK 3.995,-

Price per month, excl. VAT.

* Costs for setup, customization, and training are agreed separately

Additional users

Purchase additional users beyond those included in the module. Only active users are billed. A user is considered active if they have logged in within the last 3 months.

DKK 95,-

Price per user per month, excl. VAT.

Wheat gains a unique overview of the business 24/7

It has saved us enormous amounts of time that the data is gathered in one place, providing both management and sales teams with a detailed overview that can be accessed 24/7.

Read customer case
Read customer case

JPBC saves enormous amounts of time by using Business Intelligence.

JPBC performs sheet metal and tube processing as a subcontractor to the industrial sector. With Virkplan’s solution, they can access the overviews and reports they need.

Read customer case
Read customer case

The Virkplan platform delivers CO₂ accounting to Unitas Rejser’s customers.

Unitas Rejser gains a clear overview of the costs of its sold trips and the resulting profit.

Read customer case
Read customer case

We can now track progress hour by hour

With Business Intelligence, we can now track developments hour by hour, making us better prepared to avoid major surprises – whether positive or negative.

Read customer case
Read customer case
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The process

The Implementation Process

Virkplan Management Reporting is a standardized BI solution that provides a fast overview and decision-ready reporting – without heavy BI projects and technical complexity.From the outset, the focus is on your business, your management needs, and the value the reporting should create in everyday operations.

Although the solution is built on standards, we take the implementation seriously. We work closely with you throughout the entire process and ensure that reporting becomes an active management tool – not just a report.

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1. Clarifying management needs and objectives

The implementation begins with a clarification of your management needs, goals, and decision-making processes. Our focus is on how you work with reporting today, which key figures are important, and where there is potential for better visibility and less manual work.The goal is to take your daily operations as the starting point and connect them to a proven BI standard – not to reinvent reporting from scratch.

2. Data access and data model setup

We conduct a workshop with relevant stakeholders, where we review processes, needs, and expectations across the organization. A baseline reporting model based on best practice is also presented.

The workshop ensures a shared understanding, clear priorities, and a solution that supports management, finance, and operations alike.

3. Workshop: processes, needs, and stakeholders

We conduct a workshop with relevant stakeholders, where we review processes, needs, and expectations across the organization. A baseline reporting model based on best practice is also presented.

The workshop ensures a shared understanding, clear priorities, and a solution that supports management, finance, and operations alike.

4. Development of the reporting solution – with continuous collaboration

Based on the clarifications and workshops, the BI solution is developed. Reporting, key figures, and visualizations are built iteratively, with ongoing collaboration and dialogue throughout the process.

This ensures that the solution evolves in line with your needs – and is not only evaluated at the end.

5. Delivery of version 1 – refinement and adjustments

The first version is delivered and reviewed together with you. We gather feedback and adjust reports, key figures, and visualizations to ensure the solution works effectively in practice.

The focus is on usability, clarity, and decision support.

6. Training, follow-up, and final delivery

Users are introduced to the reporting solution with a focus on everyday use – not technical details. After training, we follow up on feedback and make the final adjustments.

The completed solution is then delivered and ready for operation.

7. Operations, monitoring, and ongoing follow-up

Once the solution is in operation, we monitor data quality and usage and provide ongoing follow-up. The reporting can be adjusted, expanded, and further developed as your business, data foundation, and management needs evolve.

Management reporting is therefore not a finished project – but an ongoing part of your management processes.

Why choose Virkplan?

Virkplan is built on many years of experience in business management, project management, and data-driven decision-making across both private and public organizations. We are a cross-disciplinary team that combines business insight and technology to develop flexible solutions for managing data, projects, and processes — all brought together in a single platform.

We work closely with our customers and are committed to creating solutions that provide clarity and deliver real value in everyday operations.

Peter Jul Jakobsen

Managing Director & Solutions Architect

Peter is a structured problem-solver with a strong focus on process optimization, change, and value creation. He designs solutions that provide clarity, enable action, and support better decision-making in customers’ day-to-day operations. As a co-founder of Virkplan, he seamlessly connects business, technology, and practice.

Roberto S. Bentsen

Managing Director & BI Expert

Roberto bridges the gap between business and data. With strong experience in complex BI projects and strategic advisory work, he guides customers safely from needs to solutions. Roberto is a co-founder of Virkplan and works closely with clients to create real business value through data.

Heine Skov Kristensen

System Architect & Lead Developer

Heine is the technical driving force at Virkplan and an expert in complex data structures and system architecture. He develops the platform’s core functionalities and tailored customer solutions with a strong focus on stability, security, and high performance. A partner and a key creator of Virkplan’s technology.

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We’re ready to show you our platform. It’s 100% free and non-binding, and you’ll have the opportunity to ask us all your questions.

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