Example of an Inventory Analysis Dashboard for Manufacturing Companies

What is an Inventory Analysis Dashboard for Manufacturing Companies?

Inventory Dashboards are considered operational analysis tools and are used by COO’s, production managers, and inventory managers to monitor monthly inventory changes. Some of the main functionality in this type of dashboard is that it offer analysis from four different perspectives, including: 1) Change in inventory value per month, year and item category, 2) Annual change in inventory value compared to prior year, 3) Monthly trend in inventory value versus last year, and 4) Monthly figures for available quantity, sold quantity, net stock quantity (backlog) and percent. You find an example of this type of dashboard below.

Purpose of Inventory Analysis Dashboards

Manufacturing companies use Inventory Analysis Dashboards to give managers an important big picture view of changes in inventory and monthly trends. When used as part of good business practices in Financial Planning & Analysis (FP&A) and operations departments, an organization can improve its strategies as it relates to production volumes, inventory, sales and pricing, and it can reduce the chances that the business runs into regular inventory-related problems.

Example of a Inventory Analysis Dashboard

Here is an example of a Inventory Analysis Dashboard with trends, quantity and value metrics. You can also try the interactive version of this dashboard example here (use the <> buttons on the bottom of the dashboard to navigate to page 4 to see the Inventory example).

Example of an Inventory Analysis Dashboard for Manufacturing Companies

Example of an Inventory Analysis Dashboard for Manufacturing Companies

You can find hundreds of additional examples here

Who Uses This Type of Dashboard?

The typical users of this type of dashboard are: COOs, inventory managers, sales managers, purchasing managers.

Other Reports Often Used in Conjunction with Inventory Analysis Dashboards

Progressive Financial Planning & Analysis (FP&A) and operations departments sometimes use several different Inventory Analysis Dashboards, along with inventory reports, sales forecasts, production plans, sales dashboards, backlog reports, open order 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

Example of a Benchmarking Dashboard for Manufacturing Companies

What is a Benchmarking Dashboard?

Benchmarking dashboards are considered competitive comparison tools and are used by CFOs and Executives to analyze internal KPIs against those of the manufacturing industry. Some of the main functionality in this type of dashboard is that it enables the user to select which companies (including the industry average) and year to use in the analysis, and then it will provide graphical comparison. The dashboard includes quarterly data for: 1) EBITDA, 2) Gross Margin, 3) Profit Margin, and 4) Revenue Growth. You find an example of this type of dashboard below.

Purpose of Benchmarking Dashboards

Manufacturing companies use Benchmarking Dashboards to make executives aware of- and accountable for the company’s performance in comparison to other businesses and the industry average. When used as part of good business practices in Financial Planning & Analysis (FP&A) departments, an organization can improve and speed up its strategies, and it can reduce the chances that the company falls behind competition because it is only measuring itself against internal targets.

Example of a Benchmarking Dashboard

Here is an example of a Dashboard that benchmarks your own KPIs against selected companies and the industry average.

Example of a Benchmarking Dashboard for Manufacturing Companies

Example of a Benchmarking Dashboard for Manufacturing Companies

You can find hundreds of additional examples here

Who Uses This Type of Dashboard?

The typical users of this type of dashboard are: Board members, executives, CFOs, analysts.

Other Reports Often Used in Conjunction with Benchmarking Dashboards

Progressive Financial Planning & Analysis (FP&A) departments sometimes use several different Benchmarking Dashboards, along with profit & loss reports, balance sheets, cash flow statements, KPI 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

Example of a Financial Dashboard for Manufacturing Companies

What is a Financial Dashboard for Manufacturing Companies?

Financial dashboards are considered performance monitoring tools and are used by CFOs and Executives to analyze monthly Profit & Loss and Balance sheet metrics and trends. Some of the main functionality in this type of dashboard is that it gives the user an easy way to analyze financial results using several different perspectives, including: 1) Monthly balance sheet summary with variances versus prior periods, 2) Monthly trend in net assets, 3) Net assets compared to prior periods, 4) Actual vs budgeted employee headcount, 5) Actual vs budgeted revenue, profit, profit margin and revenue per employee, 6) Actual, budgeted and forecasted monthly trend, and 7) Profit & Loss summary with actual, budget and prior month comparisons with variances. The user can select month and year from the dropdown list on the top of the dashboard. You find an example of this type of dashboard below.

Purpose of Financial Dashboards

Manufacturing companies use Financial Dashboards to provide executives with an easy way to analyze financial performance. When used as part of good business practices in Financial Planning & Analysis (FP&A) departments, an organization can improve and speed up its decision-making, and it can reduce the chances that leaders don’t frequently pay attention to financial metrics because of lack of self-service or too much detail.

Example of a Financial Summary Dashboard

Here is an example of a Financial Dashboard for a manufacturing company with key metrics from the P&L and balance sheet as well as headcount information.

Example of a Financial Dashboard for Manufacturing Companies

Example of a Financial Dashboard for Manufacturing Companies

You can find hundreds of additional examples here

Who Uses This Type of Dashboard?

The typical users of this type of dashboard are: Executives, CFOs, analysts.

Other Reports Often Used in Conjunction with Financial Dashboards

Progressive Financial Planning & Analysis (FP&A) departments sometimes use several different Financial Dashboards, along with detailed versions of profit & loss reports, balance sheets, cash flow statements, revenue 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

Example of an Executive Dashboard for Manufacturing Companies

What is an Executive Dashboard for Manufacturing Companies?

Executive dashboards are considered KPI monitoring tools for senior leaders and are used by Executives and board members to analyze financial and operational metrics. Some of the main functionality in this type of dashboard is that it provides seven different analytical perspectives. These include: Actual, budget and variance for monthly revenues, 2) Actual, budget and variance for monthly cost of sales (COGS), 3) Monthly revenue trend for actuals and budgets, 4) Cost of sales trend for actuals and budgets, 5) Top 5 selling products, 6) Top 5 customers, and 7) Top 5 suppliers. The user can choose year with the buttons on the top of the dashboard. You find an example of this type of dashboard below.

Purpose of Executive Dashboards

Manufacturing companies use Executive Dashboards to give leaders an easy way to monitor the most important areas of the business. When used as part of good business practices in Financial Planning & Analysis (FP&A) departments, an organization can improve and speed up its strategies, and it can reduce the chances that executives make slow or poor decisions because they don’t have access to real time information.

Example of a Executive Dashboard

Here is an example of an Executive Dashboard for a manufacturing company.

Example of an Executive Dashboard for Manufacturing Companies

Example of an Executive Dashboard for Manufacturing Companies

You can find hundreds of additional examples here

Who Uses This Type of Dashboard?

The typical users of this type of dashboard are: Executives and Board Members.

Other Reports Often Used in Conjunction with Executive Dashboards

Progressive Financial Planning & Analysis (FP&A) departments sometimes use several different Executive Dashboards, along with profit & loss reports, balance sheets, cash flow statements, sales 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

Example of a Monthly Sales Dashboard for Real Estate Companies

What is a Monthly Sales Dashboard?

Monthly sales dashboards are considered important month end performance tools and are used by executives and sales leaders to slice and dice monthly sales data. Some of the main functionality in this type of dashboard is that it enables easy sales monitoring using six charts as well as with KPIs. The user selects the month from the drop down box at the top of the dashboard and this will display all the charts and metrics based on the chosen period. The analysis includes: 1) Sales for the top 5 agents, 2) Actual versus budgeted sales per agent, 3) Sold units by state, 4) Top 5 banks – sold units, 5) Top 10 projects, and 6) Top 5 agencies. The KPI section on the top of the screen shows Total available units and Total sold units. You find an example of this type of dashboard below.

Purpose of Monthly Sales Dashboards for Real Estate Businesses

Real Estate companies use Monthly Sales Dashboards to provide managers with an easy way to monitor monthly sales performance. When used as part of good business practices in Financial Planning & Analysis (FP&A) and sales departments, an organization can improve its revenues and sales strategies, and it can reduce the chances that monthly outliers are not detected quickly so they can be analyzed.

Example of a Monthly Sales Dashboard

Here is an example of a Monthly Real Estate Sales Dashboard with ranking of agents, agencies, banks and projects.

Example of a Monthly Sales Dashboard for Real Estate Companies

Example of a Monthly Sales Dashboard for Real Estate Companies

You can find hundreds of additional examples here

Who Uses This Type of Dashboard?

The typical users of this type of dashboard are: Executives, CFOs, analysts.

Other Reports Often Used in Conjunction with Monthly Sales Dashboards

Progressive Financial Planning & Analysis (FP&A) departments sometimes use several different Monthly Sales Dashboards, along with financial dashboards, consolidated and local office profit & loss reports, sales reports, sales forecast, annual budgets, project 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

Example of a Sales by State Dashboard for Real Estate Companies

What is a Sales by State Dashboard?

Sales by region dashboards are considered territory analysis tools and are used by executives and sales leaders to analyze regional performance metrics. Some of the main functionality in this type of dashboard is that it enables easy sales monitoring with five charts as well as two KPI sections. The user selects the period and state (territory) in the boxes seen on top of the dashboard and this will then filter all the data in the dashboard. The visuals include: 1) Top 5 agents by sales, 2) Top 5 realtor agencies by months of stock, 3) Top 5 realtor agencies by monthly average speed, 4) Top 10 real estate projects by months of available stock, 5) Actual versus budget monthly sales trend, and 6) KPIs for total sold units, total available units, total monthly average speed, and total average sales amount. You find an example of this type of dashboard below.

Purpose of Real Estate Sales by State Dashboards

Real Estate organizations use Sales by State Dashboards to provide corporate managers with interactive analysis of regional sales performance. When used as part of good business practices in Financial Planning & Analysis (FP&A) and sales departments, an organization can improve and speed up its regional strategies and grow revenues, and it can reduce the chances that managers don’t quickly catch anomalies in certain territories.

Example of a Sales by State Dashboard

Here is an example of a Sales by State Dashboard with rankings of agents, agencies and real estate projects.

Example of a Sales by State Dashboard for Real Estate Companies

Example of a Sales by State Dashboard for Real Estate Companies

You can find hundreds of additional examples here

Who Uses This Type of Dashboard?

The typical users of this type of dashboard are: Executives, CFOs, analysts, regional managers.

Other Reports Often Used in Conjunction with Sales by State Dashboards

Progressive Financial Planning & Analysis (FP&A) departments sometimes use several different Sales by State Dashboards, along with financial dashboards, consolidated and local office profit & loss reports, sales reports, sales forecast, annual budgets, project 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

Example of a Regional Sales KPI Dashboard for Real Estate Companies

What is a Regional Sales KPI Dashboard?

Geographic focused real estate sales dashboards are considered sales analysis tools and are used by Executives and sales leaders to analyze regional performance. Some of the main functionality in this type of dashboard is that it provides KPI analysis from seven different perspectives. These include 1) Sales (%) for the top 5 states, 2) Sold units for the top 5 states, 3) Available units by state (map), 4) Available stock ranked by state, 5) Sold units ranked by state, 6) Monthly average speed (days to turn over real estate inventory), and 7) Grand total KPIs for available units, sold units, and total units. You find an example of this type of dashboard below.

Purpose of Regional Sales Dashboards for Real Estate Companies

Real Estate organizations use Regional Sales Dashboards to give managers an easy way to compare performance across all their geographic regions. When used as part of good business practices in Financial Planning & Analysis (FP&A) and sales departments, an organization can improve and speed up its regional strategies and grow revenues, and it can reduce the chances that managers don’t quickly catch location-related anomalies.

Example of a Regional Sales Dashboards for Real Estate Companies

Here is an example of a Regional Real Estate Sales Dashboard with ranking based on KPIs.

Example of a Regional Sales KPI Dashboard for Real Estate Companies

Example of a Regional Sales KPI Dashboard for Real Estate Companies

You can find hundreds of additional examples here

Who Uses This Type of Dashboard?

The typical users of this type of dashboard are: Executives, CFOs, analysts, regional managers.

Other Reports Often Used in Conjunction with Regional Sales Dashboards for Real Estate Companies

Progressive Financial Planning & Analysis (FP&A) departments sometimes use several different Regional Sales Dashboards, along with financial dashboards, consolidated and local office profit & loss reports, sales reports, sales forecast, annual budgets 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

Example of a Sales Trend and KPI Dashboard for Real Estate Companies

What is a Sales Trend and KPI Dashboard?

Real Estate Sales Dashboards are considered performance analysis tools and are used by CFOs and Analysts to monitor sales-related KPIs across all their offices and agents. Some of the main functionality in this type of dashboard is that it shows metrics from six different perspectives: 1) Monthly actual versus budget sales trend, 2) Sold units by state (with drill-down), 3) Total monthly sales amount trend for current year versus prior year, 4) Total monthly sold units for current year versus prior year, 4) Sales amount per region, and 5) KPIs for Total available units and Total sold units. You find an example of this type of dashboard below.

Purpose of Real Estate Sales Trend and KPI Dashboards

Real Estate organizations use Sales Trend and KPI Dashboards to provide corporate managers an essential sales monitoring tool. When used as part of good business practices in Financial Planning & Analysis (FP&A) and sales departments, an organization can improve and speed up its strategic decisions and grow revenues, and it can reduce the chances of managers reacting late to trends or anomalies.

Example of a Real Estate Sales Trend and KPI Dashboard

Here is an example of a Sales Trend and KPI Dashboard with geographical and monthly variance analysis.

Example of a Sales Trend and KPI Dashboard for Real Estate Companies

Example of a Sales Trend and KPI Dashboard for Real Estate Companies

You can find hundreds of additional examples here

Who Uses This Type of Dashboard?

The typical users of this type of dashboard are: Executives, CFOs, analysts, regional managers.

Other Reports Often Used in Conjunction with Real Estate Sales Trend and KPI Dashboards

Progressive Financial Planning & Analysis (FP&A) departments sometimes use several different Sales Trend and KPI Dashboards, along with financial dashboards, consolidated and local office profit & loss reports, sales reports, sales forecast, annual budgets 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

Example of a Revenue and Contribution Margin per Square Foot Dashboard for Retail Companies

What is a Revenue and Contribution Margin per Square Foot Dashboard?

Revenue and Margin per Square Foot Dashboards are considered retail area analysis tools and are used by financial analysts, regional and store managers to analyze KPIs related to stores and retail space. Some of the main functionality in this type of dashboard is that it provides analysis of revenue and contribution margin from three different perspectives as well as with three KPI indicators: 1) Report matrix with total revenue, sales area, average contribution margin per square foot, average revenue per square foot, 2) Map with performance-based color coding per region where stores are located, 3) Square feet of sales area and revenue per square foot by store. The three KPIs show: Total revenue per square foot, Total average margin per square foot, and Sales area measured in square feet. The parameter slider in the top left corner enables the user to see all the dashboard values for any given date range. You find an example of this type of dashboard below.

Purpose of Revenue and Contribution Margin per Square Foot Dashboards

Retail organizations use Revenue and Contribution Margin per Square Foot Dashboards to make is easy to analyze revenue and margins as it relates to retail space. When used as part of good business practices in Financial Planning & Analysis (FP&A) and product/sales departments, an organization can improve and speed up its store space strategies and related revenues, and it can reduce the chances of poor performing retail configurations.

Example of a Revenue and Contribution Margin per Square Foot Dashboard

Here is an example of a Revenue and Contribution Margin by Square Foot Dashboard with store benchmarking.

Example of a Revenue and Contribution Margin per Square Foot Dashboard for Retail Companies

Example of a Revenue and Contribution Margin per Square Foot Dashboard for Retail Companies

You can find hundreds of additional examples here

Who Uses This Type of Dashboard?

The typical users of this type of dashboard are: CFOs, analysts, regional managers, store managers, store designers.

Other Reports Often Used in Conjunction with Revenue and Contribution Margin per Square Foot Dashboards

Progressive Financial Planning & Analysis (FP&A) departments sometimes use several different Revenue and Contribution Margin Dashboards, along with financial dashboards, consolidated and store-level profit & loss reports, sales reports, sales forecast, annual budgets 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

LOS ANGELES — March 19, 2021 — Solver, a global leader in cloud- and web-based Corporate Performance Management (CPM) for mid-market ERP systems, today announced G2-Leader-Winter-2021-Corporate-Performance-Managment-Solverthat they have been named a Leader in CPM solutions for Winter 2021 by G2, a global tech marketing and review platform based on user reviews. Solver has again received top rankings based on their high customer satisfaction scores and large market presence.

96% of users rated Solver 4 or 5 out of 5 stars, 95% of users believe it is headed in the right direction, and 90% of users said they would be likely to recommend Solver.

Solver’s overall score on the G2 Grid represents customer satisfaction with ease of use, meeting requirements, quality of support, ease of administration, and other key categories. Solver views their high user-based satisfaction ranking as a testament to the successful development and deployment of Solver Cloud, as well as the dedication of all the teams that engage with customers and partners to ensure a positive Solver experience.

“As many businesses moved to remote operations last year, Solver Cloud helped customers maintain agility and confidence with strategic cloud-based reporting, budgeting, and planning in a solution that connects to both on-premises and cloud ERPs,” said Nils Rasmussen, CEO at Solver. “We are thrilled to receive third-party validation of our success that demonstrates how well Solver Cloud supports business decision-making in uncertain times.”

In 2020, Solver experienced record growth with their Solver Cloud platform, built to power anytime / anywhere access to extensive reporting, budgeting, planning, and KPI tracking capabilities. In January 2021, Solver announced an expanded partnership with Microsoft to deliver pre-built, two-way integrations that enable Dynamics 365 customers to get up and running with fully functioning forecasts, budgets, and reports in as little as one day.

About Solver

Solver has won countless awards for its Corporate Performance Management solution, including the Experience leader and Trust Leader in Dresner Advisory Services’ 2020 Industry Excellence Awards, Microsoft BI Partner of Year Award, and recognition on the Gartner Group CPM Magic Quadrant. Solver integrates with most leading ERPs and is sold through 15 global offices and a worldwide network of partners. Please visit www.solverglobal.com or contact info@solverglobal.com to learn more.