LOS ANGELES, CA. – August 31st, 2020 – Solver, a global leader in cloud and web-based Corporate Performance Management (CPM) for mid-market ERP systems, today announced it has been named a Top Performer in the Corporate Performance Management (CPM) Software category for the Summer 2020 Customer Success Report published by FeaturedCustomers. FeaturedCustomers is the leading customer success content marketing platform for B2B business software & services helping potential B2B buyers make informed purchasing decisions through vendor validated customer success content such as customer testimonials, success stories, case studies, and customer videos.

FeaturedCustomers evaluated all the potential Corporate Performance Management (CPM) Software companies on its platform for possible inclusion in the report. Only 21 companies met the criteria needed for being included in the Summer 2020 Corporate Performance Management (CPM) Software Customer Success Report. Solver earned a Top Performer award in the category.

The Customer Success Report is based on the curation of authenticated case studies, testimonials, and videos from across the web, telling a complete story of vendors in the Corporate Performance Management (CPM) Software space through real customer experiences. Rankings are determined by multiple factors including total number of customer success content, social media and market presence, vendor momentum based on web traffic and search trends, and additional data aggregated from online sources and media properties.

Top Performer – The Top Performer designation is awarded to vendors with significant market presence and enough customer success content to validate their vision. Highly rated by customers, Solver consistently publishes high quality, vendor produced customer success content and curates quality customer references from multiple third-party sites.

“Customer Success for Solver’s SaaS CPM is growing rapidly as Solver listens and adapts its’ software to customer demands and new technologies,” says Tad Remington, Solver Chief Commercial Officer.  He continues, “Advancing world-class decision making with our customers seems limitless.”

 

About Solver

With a quickly growing community of thousands of global customers and hundreds of partners worldwide, Solver provides a leading cloud Corporate Performance Management suite for Microsoft Dynamics 365 Finance and Operations and Business Central, Acumatica, SAP Business One, SAP ByDesign, Sage Intacct, Sage 100, Sage 300, Sage 500, Sage X3, NetSuite and other ERPs. Solver is ranked in the leader quadrant in the Corporate Performance Management (CPM) Software Grid on G2, and as a Microsoft Gold ISV Partner, Solver has won countless awards, including the Experience leader and Trust Leader in Dresner Advisory Services’ 2020 Industry Excellence Awards, Microsoft BI Partner of Year Award, recognition on the Gartner Group CPM Magic Quadrant, and Best Places to Work for a workplace culture that celebrates customer service, integrity, and innovation. Solver is sold through its 12 global offices and a worldwide network of partners. For any questions, visit www.solverglobal.com or contact Solver at info@solverglobal.com.

About FeaturedCustomers:

FeaturedCustomers, the world’s only customer reference platform for B2B business software & services, helps potential B2B buyers research and discover business software & services through vendor validated customer reference content such as customer testimonials, success stories, case studies, and customer videos. Every day their platform helps influence the purchasing decisions of thousands of B2B buyers in the final stages of their buying cycle from Fortune 500 companies to SMB’s.

Detailed KPI Variance Report Example

What is a Detailed KPI Variance Report?

KPI reports are considered monitoring tools and are often used by executives and managers to track the company’s performance in strategic areas. Key functionality in this type of report displays both financial and statistical metrics (many are not visible in the example below). The columns show a variety of data including actual year-to-date, 12 month’s rolling, budget, forecast and variances. You will find an example of this type of report below.

Purpose of Detailed KPI Variance Reports

Companies and organizations use Detailed KPI Variance Reports to see all key performance metrics in a single report. When used as part of good business practices in a Financial Planning & Analysis (FP&A) Department, a company can improve its control, and speed up top-level analysis, as well as, reduce the chances that managers miss information because they have to navigate through too many reports and dashboards to get a good picture of performance.

Detailed KPI Variance Report Example

Here is an example of a Detailed Key Performance Indicator (KPI) Variance Report with financial and statistical metrics.

Detailed KPI Variance Report Example

Detailed KPI Variance Report Example

You can find hundreds of additional examples here.

Who Uses This Type of Report?

The typical users of this type of report are: Executives and Managers.

Other Reports Often Used in Conjunction with Detailed KPI Variance Reports

Progressive Financial Planning & Analysis (FP&A) Departments sometimes use several different Detailed KPI Variance Reports, along with financial reports, operational reports, dashboards and other management and control tools.

Where Does the Data for Analysis Originate From?

The Actual (historical transactions) data typically comes from enterprise resource planning (ERP) systems like: Microsoft Dynamics 365 (D365) Finance, Microsoft Dynamics 365 Business Central (D365 BC), Microsoft Dynamics AX, Microsoft Dynamics NAV, Microsoft Dynamics GP, Microsoft Dynamics SL, Sage Intacct, Sage 100, Sage 300, Sage 500, Sage X3, SAP Business One, SAP ByDesign, Acumatica, Netsuite and others.

In analyses where budgets or forecasts are used, the planning data most often originates from in-house Excel spreadsheet models or from professional corporate performance management (CPM/EPM) solutions.

What Tools are Typically used for Reporting, Planning and Dashboards?

Examples of business software used with the data and ERPs mentioned above are:

  • Native ERP report writers and query tools
  • Spreadsheets (for example Microsoft Excel)
  • Corporate Performance Management (CPM) tools (for example Solver)
  • Dashboards (for example Microsoft Power BI and Tableau)

Corporate Performance Management (CPM) Cloud Solutions and More Examples

Monthly Flash Report Example

What is a Monthly Flash Report?

Flash Reports are considered management reports and are often used by executives and finance managers to quickly get a picture of most of the company’s important metrics. Some key functionality in this type of dashboard report shows actual and budget data for the current month, last month, same period last year, as well as, for each individual month this year. Variance columns with traffic lights help drive attention to outliers. The rows show key statistical and financial metrics. You will find an example of this type of dashboard report below.

Automate your financial analysis and reporting

Purpose of Monthly Flash Reports

Companies and organizations use Monthly Flash Reports to easily detect outliers and exceptions in their key metrics. When used as part of good business practices in a Financial Planning & Analysis (FP&A) Department, a company can improve its ability to quickly detect and react to problems or opportunities, as well as, reduce the chances that a situation arises unseen until it is too late.

Monthly Flash Report Example

Here is an example of a Monthly Flash Report with financial and statistical metrics.

Monthly Flash Report Example

Monthly Flash Report Example

You can find hundreds of additional examples here.

Who Uses This Type of Dashboard report?

The typical users of this type of dashboard report are: Executives and Managers.

Other Dashboard reports Often Used in Conjunction with Monthly Flash Reports

Progressive Financial Planning & Analysis (FP&A) Departments sometimes use several different Monthly Flash Reports, along with financial reports, operational reports, dashboards and other management and control tools.

Where Does the Data for Analysis Originate From?

The Actual (historical transactions) data typically comes from enterprise resource planning (ERP) systems like: Microsoft Dynamics 365 (D365) Finance, Microsoft Dynamics 365 Business Central (D365 BC), Microsoft Dynamics AX, Microsoft Dynamics NAV, Microsoft Dynamics GP, Microsoft Dynamics SL, Sage Intacct, Sage 100, Sage 300, Sage 500, Sage X3, SAP Business One, SAP ByDesign, Acumatica, Netsuite and others.

In analyses where budgets or forecasts are used, the planning data most often originates from in-house Excel spreadsheet models or from professional corporate performance management (CPM/EPM) solutions.

What Tools are Typically used for Reporting, Planning and Dashboards?

Examples of business software used with the data and ERPs mentioned above are:

  • Native ERP report writers and query tools
  • Spreadsheets (for example Microsoft Excel)
  • Corporate Performance Management (CPM) tools (for example Solver)
  • Dashboards (for example Microsoft Power BI and Tableau)

Automate your financial analysis and reporting

Corporate Performance Management (CPM) Cloud Solutions and More Examples

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An increasing number of companies are adding subscriptions as one of the revenue models to their business. Two different examples of this service include:

  • Netflix, which is a 100% subscription-based company focused on B-to-C, or business to consumers.
  • Microsoft, which originated in an era where software sold as one-time licenses, has today become an increasingly subscription-based software provider, with most of their software delivered in a software-as-a-service (SaaS) model using their Azure cloud.

As companies begin to adopt subscription-based revenue models for their customers, accounting departments and finance teams find themselves in a new struggle. Tasks that once were relatively easy in a world of “one and done” sales deals, like invoicing, reporting and analysis, and budgeting for various types of subscription contracts can now be quite complex and time consuming. On top of that, companies now have to deal with monthly, annual and multi-year subscriptions. Other challenges center around existing customers and adding to or removing from their contracts, as well as, customer churn (cancelled subscriptions), and other complexities.

However, today’s customers using Microsoft’s two cloud accounting systems, Dynamics 365 Finance and Dynamics 365 Business Central are in luck. A Canadian software vendor by the name of Binary Stream has developed an add-in module called “Subscription Billing Management” (SBM), which in short allows accountants to elegantly manage their subscription contracts right within their Dynamics ERP system.

So, What About the Reporting, Budgeting and Forecasting for Subscription Data?

In collaboration with Binary Stream, the U.S.-based company, Solver, has expanded its Microsoft Dynamics 365 Finance and Dynamics 365 Business Central integrations to include key information from Binary Stream’s Subscription Billing Management app.

Solver is a modern Microsoft Azure-based, multi-tenant cloud solution that automates and streamlines reporting and planning processes. It is often referred to as a Corporate Performance Management (CPM) solution.

With Solver integrated to the Dynamics ERPs, as well as the Binary Stream app, customers benefit from financial and operational reporting that includes their subscription data, all in one single cloud portal. Furthermore, they can use Binary Stream SBM’s subscription data as a basis for single and multi-year revenue forecasts.

What are Examples of Subscription Reports and Budgets?  

The following are examples of specific reports and budget input forms created in Solver and based on actual subscription data flowing in from the integration available through Binary Stream’s SMB for Microsoft Dynamics app.

This first example shows a multi-year forecast going up to 10 years into the future. Based on the drivers seen in the yellow cells in the top left corner, the user can quickly generate monthly and annual subscription revenue forecasts.

Multi-year subscription revenue and churn budgeting and forecasting with monthly detail

Multi-year subscription revenue and churn budgeting and forecasting with monthly detail

When it comes to reporting, a flexible report writer like the one in Solver, can provide a multitude of report types to slice and dice subscription related data by metric, customer, and product.

The report below shows monthly recurring revenue (MRR) with metrics for new sales, upgrades/downgrades and churn. It also shows the monthly trend for the ending MRR.

Dashboard analysis of subscription metrics like MRR and Churn

Dashboard analysis of subscription metrics like MRR and Churn

The report below shows a chart and data on an eight-quarter rolling basis. This makes it easy for users to analyze subscription revenue over multiple years. Any individual quarterly column can be expanded to display detail for the three underlying months.

Eight quarter rolling subscription revenue report with monthly detail

Eight quarter rolling subscription revenue report with monthly detail

The Scheduled Billing report example seen below can be run for any given period. It helps accountants see the specific payment status per invoice per customer, including total, balance, deferred and recognized amounts.

Scheduled billing report showing recognized and deferred revenue per customer

Scheduled billing report showing recognized and deferred revenue per customer

Sometimes the finance team needs to analyze deferred revenue by customer. The example below shows deferrals by month for the remainder of the current year and then displays the summary for the next three years into the future.

Multi-year deferred revenue by customer report for the next three years

Multi-year deferred revenue by customer report for the next three years

In conclusion, as a company with a subscription-driven business model, you have a solid cloud-based accounting system with Microsoft Dynamics Finance or Dynamics Business Central. When adding Binary Stream’s app for Subscription Billing Management, you get a specialty add-in that is completely focused on helping you manage your subscriptions. By connecting Solver’s cloud-based reporting and planning solution, you now have a best-in-class suite to not only help with day-to-day accounting and analysis, but can also keep a keen eye on the future with world-class budgeting and forecasting functionality.

Strategic KPI Report Example

What is a Strategic KPI Report?

Strategic KPI reports are considered executive dashboards and are often used by leadership teams to quickly determine how the organization is performing in key areas. Key functionality in this type of dashboard report provides the metrics in a professional and easy-to-read layout. It also displays top KPIs graphically in the charts at the bottom. Exceptions that breach target thresholds are highlighted with a red or green background. The far right columns display KPI targets for the coming four years. You will find an example of this type of dashboard report below.

Purpose of Strategic KPI Reports

Companies and organizations use Strategic KPI Reports to make it easy for their management teams to monitor the company’s most important performance indicators. When used as part of good business practices in a Financial Planning & Analysis (FP&A) Department, a company can improve its control and ensure that leadership teams prioritize the things that matter the most, as well as, reduce the chances that poor performance in strategic areas do not receive timely attention.

Strategic KPI Report Example

Here is an example of a Strategic KPI Report with metrics, multi-year targets and charts.

Strategic KPI Report Example

Strategic KPI Report Example

You can find hundreds of additional examples here.

Who Uses This Type of Dashboard report?

The typical users of this type of dashboard report are: Boards and Executives.

Other Dashboard reports Often Used in Conjunction with Strategic KPI Reports

Progressive Financial Planning & Analysis (FP&A) Departments sometimes use several different Strategic KPI Reports, along with financial reports, operational reports, dashboards and other management and control tools.

Where Does the Data for Analysis Originate From?

The Actual (historical transactions) data typically comes from enterprise resource planning (ERP) systems like: Microsoft Dynamics 365 (D365) Finance, Microsoft Dynamics 365 Business Central (D365 BC), Microsoft Dynamics AX, Microsoft Dynamics NAV, Microsoft Dynamics GP, Microsoft Dynamics SL, Sage Intacct, Sage 100, Sage 300, Sage 500, Sage X3, SAP Business One, SAP ByDesign, Acumatica, Netsuite and others.

In analyses where budgets or forecasts are used, the planning data most often originates from in-house Excel spreadsheet models or from professional corporate performance management (CPM/EPM) solutions.

What Tools are Typically used for Reporting, Planning and Dashboards?

Examples of business software used with the data and ERPs mentioned above are:

  • Native ERP report writers and query tools
  • Spreadsheets (for example Microsoft Excel)
  • Corporate Performance Management (CPM) tools (for example Solver)
  • Dashboards (for example Microsoft Power BI and Tableau)

Corporate Performance Management (CPM) Cloud Solutions and More Examples

KPI Alert Report Example

What is a KPI Alert Report?

KPI Alert Reports are considered exception reports and are often used by Executives, accountants or department managers to detect problems or opportunities as indicated by the alerts. Key functionality in this type of report includes the ability to automatically run reports at any frequency, and then distribute it by email as often as needed. KPI owners can also run the report on demand. The KPI page itself acts like a summary dashboard, while the other tabs in the book provide reports with supporting detail. You will find an example of this type of report below.

Purpose of KPI Alert Reports

Companies and organizations use KPI Alert Reports to ensure that, at any time, management teams are being notified of issues or opportunities indicated when a KPI passes a threshold. When used as part of good business practices in a Financial Planning & Analysis (FP&A) Department, a company can improve how quickly it can detect and resolve issues, as well as, reduce the chances that a problem is brewing without anyone noticing.

KPI Alert Report Example

Here is an example of a KPI Alert Report book with supporting detailed reports on the other tabs.

KPI Alert Report Example

KPI Alert Report Example

You can find hundreds of additional examples here.

Who Uses This Type of Report?

The typical users of this type of report are: CFOs, Accountants and Department Managers.

Other Reports Often Used in Conjunction with KPI Alert Reports

Progressive Financial Planning & Analysis (FP&A) Departments sometimes use several different KPI Alert Reports, along with financial reports, operational reports, dashboards and other management and control tools.

Where Does the Data for Analysis Originate From?

The Actual (historical transactions) data typically comes from enterprise resource planning (ERP) systems like: Microsoft Dynamics 365 (D365) Finance, Microsoft Dynamics 365 Business Central (D365 BC), Microsoft Dynamics AX, Microsoft Dynamics NAV, Microsoft Dynamics GP, Microsoft Dynamics SL, Sage Intacct, Sage 100, Sage 300, Sage 500, Sage X3, SAP Business One, SAP ByDesign, Acumatica, Netsuite and others.

In analyses where budgets or forecasts are used, the planning data most often originates from in-house Excel spreadsheet models or from professional corporate performance management (CPM/EPM) solutions.

What Tools are Typically used for Reporting, Planning and Dashboards?

Examples of business software used with the data and ERPs mentioned above are:

  • Native ERP report writers and query tools
  • Spreadsheets (for example Microsoft Excel)
  • Corporate Performance Management (CPM) tools (for example Solver)
  • Dashboards (for example Microsoft Power BI and Tableau)

Corporate Performance Management (CPM) Cloud Solutions and More Examples

 

Top 10 KPI Report with 13 Month Rolling Trend Analysis Example

What is a Top 10 KPI Report with 13 Month Rolling Trend Analysis?

Top KPI trend reports are considered dashboards and are often used by CFOs and Executives to analyze trends and current statuses for the company’s most important key performance indicators (KPIs). Key functionality in this type of report includes a KPI page that is very graphical with dynamic, rolling 13-month trend charts. Note that the current month is highlighted as a number in each chart. Users consider this a most useful element since this KPI dashboard is part of a complete report book with many other supporting reports that offer drill down into transactional detail. These can be seen in the example as additional tabs. You will find an example of this type of report below.

Purpose of Top KPI Trend Reports

Companies and organizations use Top KPI Trend Reports to quickly see how each of their most important metrics are trending over the past 13 months. When used as part of good business practices in a Financial Planning & Analysis (FP&A) Department, a company can improve its ability to discover trends and drill down into the underlying reasons, as well as, reduce the chances that important exceptions or shifts in the business go undetected.

Top KPI Trend Report Example

Here is an example of a report book with a Top 10 KPI dashboard with 13 month rolling trend charts and supplemental reports on the other tabs.

Top 10 KPI Report with 13 Month Rolling Trend Analysis Example

Top 10 KPI Report with 13 Month Rolling Trend Analysis Example

You can find hundreds of additional examples here.

Who Uses This Type of Report?

The typical users of this type of report are: Executives and Analysts.

Other Reports Often Used in Conjunction with Top KPI Trend Reports

Progressive Financial Planning & Analysis (FP&A) Departments sometimes use several different Top KPI Trend Reports, along with financial reports, operational reports and other management and control tools.

Where Does the Data for Analysis Originate From?

The Actual (historical transactions) data typically comes from enterprise resource planning (ERP) systems like: Microsoft Dynamics 365 (D365) Finance, Microsoft Dynamics 365 Business Central (D365 BC), Microsoft Dynamics AX, Microsoft Dynamics NAV, Microsoft Dynamics GP, Microsoft Dynamics SL, Sage Intacct, Sage 100, Sage 300, Sage 500, Sage X3, SAP Business One, SAP ByDesign, Acumatica, Netsuite and others.

In analyses where budgets or forecasts are used, the planning data most often originates from in-house Excel spreadsheet models or from professional corporate performance management (CPM/EPM) solutions.

What Tools are Typically used for Reporting, Planning and Dashboards?

Examples of business software used with the data and ERPs mentioned above are:

  • Native ERP report writers and query tools
  • Spreadsheets (for example Microsoft Excel)
  • Corporate Performance Management (CPM) tools (for example Solver)
  • Dashboards (for example Microsoft Power BI and Tableau)

Corporate Performance Management (CPM) Cloud Solutions and More Examples

Exception Report Focused on User Comments Example

What is an Exception Report Focused on User Comments?

Exception Reports are considered analytical tools and are often used by analysts and accountants to quickly find items from the monthly financials where users made comments. Key functionality in this type of report automatically tracks all account balances where users entered comments. It then displays the department, account and comment, along with the monthly and year-to-date figures. You will find an example of this type of report below.

Purpose of Exception Reports with Comments

Companies and organizations use Exception Reports with Comments to present all user comments from the financial statements in a single report for easy review. When used as part of good business practices in a Financial Planning & Analysis (FP&A) Department, a company can improve tracking of potentially significant variances because the users made comments there, as well as, reduce the chances that executives and managers miss key comments and never take action.

Exception Reports with Comment Example

Here is an example of an Exception report that displays all financial items where users made comments.

Exception Report Focused on User Comments Example

Exception Report Focused on User Comments Example

You can find hundreds of additional examples here.

Who Uses This Type of Report?

The typical users of this type of report are: CFOs, Controllers and Accountants.

Other Reports Often Used in Conjunction with Exception Reports with Comments

Progressive Financial Planning & Analysis (FP&A) Departments sometimes use several different Exception Reports with Comments, along with monthly financial statements and other management and control tools.

Where Does the Data for Analysis Originate From?

The Actual (historical transactions) data typically comes from enterprise resource planning (ERP) systems like: Microsoft Dynamics 365 (D365) Finance, Microsoft Dynamics 365 Business Central (D365 BC), Microsoft Dynamics AX, Microsoft Dynamics NAV, Microsoft Dynamics GP, Microsoft Dynamics SL, Sage Intacct, Sage 100, Sage 300, Sage 500, Sage X3, SAP Business One, SAP ByDesign, Acumatica, Netsuite and others.

In analyses where budgets or forecasts are used, the planning data most often originates from in-house Excel spreadsheet models or from professional corporate performance management (CPM/EPM) solutions.

What Tools are Typically used for Reporting, Planning and Dashboards?

Examples of business software used with the data and ERPs mentioned above are:

  • Native ERP report writers and query tools
  • Spreadsheets (for example Microsoft Excel)
  • Corporate Performance Management (CPM) tools (for example Solver)
  • Dashboards (for example Microsoft Power BI and Tableau)

Corporate Performance Management (CPM) Cloud Solutions and More Examples

Cash, AR and Expense Trend Analysis Dashboard Example

What is a Cash, AR and Expense Trend Analysis Dashboard?

Expense and liquidity-related dashboards are considered operational dashboards and are often used by Executives and CFOs to perform trend and comparative analysis. A key functionality in this type of report will dynamically display the past 15 months of salaries, sales & marketing expenses, cash and receivables. It also shows the month-over-month change in cash. The charts makes it easy to follow the trends. At the bottom of the report, below the charts, there is a numerical data section. You will find an example of this type of report below.

Purpose of Expense and Liquidity Dashboard Reports

Companies and organizations use Expense and Liquidity Dashboard Reports to track trends and discover anomalies in key metrics that drive cost, profitability and available funds. When used as part of good business practices in a Financial Planning & Analysis (FP&A) Department, a company can improve its focus on expense and liquidity analysis, as well as, reduce the chances that managers react late to opportunities or exceptions that require their attention.

Expense and Liquidity Dashboard Report Example

Here is an example of a Cash, AR and Expense Trend Analysis Dashboard with 15 month rolling trend charts.

Cash, AR and Expense Trend Analysis Dashboard Example

Cash, AR and Expense Trend Analysis Dashboard Example

You can find hundreds of additional examples here.

Who Uses This Type of Report?

The typical users of this type of report are: CFOs, Analysts and Executives.

Other Reports Often Used in Conjunction with Expense and Liquidity Dashboard Reports

Progressive Financial Planning & Analysis (FP&A) Departments sometimes use several different Expense and Liquidity Dashboard Reports, along with revenue dashboards, financial statements and other management and control tools.

Where Does the Data for Analysis Originate From?

The Actual (historical transactions) data typically comes from enterprise resource planning (ERP) systems like: Microsoft Dynamics 365 (D365) Finance, Microsoft Dynamics 365 Business Central (D365 BC), Microsoft Dynamics AX, Microsoft Dynamics NAV, Microsoft Dynamics GP, Microsoft Dynamics SL, Sage Intacct, Sage 100, Sage 300, Sage 500, Sage X3, SAP Business One, SAP ByDesign, Acumatica, Netsuite and others.

In analyses where budgets or forecasts are used, the planning data most often originates from in-house Excel spreadsheet models or from professional corporate performance management (CPM/EPM) solutions.

What Tools are Typically used for Reporting, Planning and Dashboards?

Examples of business software used with the data and ERPs mentioned above are:

  • Native ERP report writers and query tools
  • Spreadsheets (for example Microsoft Excel)
  • Corporate Performance Management (CPM) tools (for example Solver)
  • Dashboards (for example Microsoft Power BI and Tableau)

Corporate Performance Management (CPM) Cloud Solutions and More Examples

Rolling Revenue Trend Analysis dashboard Example

What is a Rolling Revenue Trend Analysis?

Revenue dashboards are considered essential analytical reports and are often used by Executives, VP of Sales and CFOs to analyze trends in revenues and their causes. A key functionality in this type of report dynamically displays the past 15 months of revenues. It also shows column charts for the current fiscal year compared to last year and budgets. Furthermore, it displays a ranked list of each major revenue component. Finally, in the trend chart in the upper right hand corner of the example below, the report automatically predicts the next three months based on historical data. At the bottom of the report, below the charts, there is a numerical data section. You will find an example of this type of report below.

Purpose of Revenue Dashboard Reports

Companies and organizations use Revenue Dashboard Reports to enable managers to go beyond the numbers and allow the charts to tell the revenue story. When used as part of good business practices in a Financial Planning & Analysis (FP&A) Department, a company can improve its ability to quickly and easily detect upswings and downturns in sales and other revenues, as well as, reduce the chances that trends and anomalies slip under the radar.

Revenue Dashboard Report Example

Here is an example of a graphical Revenue Dashboard with rolling 15 month and comparative charts.

Rolling Revenue Trend Analysis Dashboard Example

Rolling Revenue Trend Analysis Dashboard Example

You can find hundreds of additional examples here.

Who Uses This Type of Report?

The typical users of this type of report are: VP of Sales, CFOs, Analysts and Executives.

Other Reports Often Used in Conjunction with Revenue Dashboard Reports

Progressive Financial Planning & Analysis (FP&A) Departments sometimes use several different Revenue Dashboard Reports, along with sales reports, profit & loss statements and other management and control tools.

Where Does the Data for Analysis Originate From?

The Actual (historical transactions) data typically comes from enterprise resource planning (ERP) systems like: Microsoft Dynamics 365 (D365) Finance, Microsoft Dynamics 365 Business Central (D365 BC), Microsoft Dynamics AX, Microsoft Dynamics NAV, Microsoft Dynamics GP, Microsoft Dynamics SL, Sage Intacct, Sage 100, Sage 300, Sage 500, Sage X3, SAP Business One, SAP ByDesign, Acumatica, Netsuite and others.

In analyses where budgets or forecasts are used, the planning data most often originates from in-house Excel spreadsheet models or from professional corporate performance management (CPM/EPM) solutions.

What Tools are Typically used for Reporting, Planning and Dashboards?

Examples of business software used with the data and ERPs mentioned above are:

  • Native ERP report writers and query tools
  • Spreadsheets (for example Microsoft Excel)
  • Corporate Performance Management (CPM) tools (for example Solver)
  • Dashboards (for example Microsoft Power BI and Tableau)

Corporate Performance Management (CPM) Cloud Solutions and More Examples