Real Estate – Bank Dashboard

What is a Bank Financing Dashboard? Bank Financing Dashboards are considered bank analysis tools and are used by real estate finance teams and managers of developments projects to look at sales data and related bank financing. Some of the main functionality in this type of dashboard is that it is run on a monthly basis and includes analysis from four different perspectives: 1) Monthly sales trend with actual compared to budget, 2) Top 5 banks used, 3) Units sold trend, and 4) Bank financed sales with current year compared to prior year. You find an example of this type of dashboard below.

Purpose of Bank Financing Dashboards Real Estate companies use Bank Financing Dashboards to give their leaders an easy way to analyze how much they work with various banks in the projects development and/or sales process. When used as part of good business practices in Sales and Financial Planning and Analysis (FP&A) departments, a company can improve its financing and sales strategies, and it can reduce the chances that the most important bank relationships are not getting the attention they should have.

Who Uses This Type of Dashboard? The typical users of this type of dashboard are: Sales Executives, CFOs, budget managers and agents. Other Reports Often Used in Conjunction with Bank Financing Dashboards Progressive Sales and Financial Planning and Analysis (FP&A) departments sometimes use several different Bank Financing Dashboards, along with detailed sales reports, bank financing reports, KPI dashboards, financial statements, annual budget models, corporate forecasts 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 xFP&A solutions.

Built for real estate finance teams and aligned with Solver's xFP&A platform, this Solver dashboard template connects directly to your ERP data via the Solver Data Warehouse, enabling near real-time analysis with minimal setup. Designed for QuickStart deployment, it can be activated rapidly so your team can focus on analysis and decisions — not data preparation.

What is the Real Estate – Bank Dashboard in Solver? The Real Estate – Bank Dashboard is a pre-built xFP&A dashboard template in Solver designed for real estate organizations. It delivers key financial and operational metrics in a single, easy-to-use interface — purpose-built for real estate finance workflows.

Who uses this Solver dashboard template? Finance leaders at real estate organizations — including CFOs, asset managers, and real estate finance teams — use this template to get fast, reliable answers without waiting on IT or building custom reports. It supports both day-to-day monitoring and strategic decision-making.

Where does the data come from? Data is sourced automatically from your ERP system through the Solver Data Warehouse, which integrates with platforms such as Microsoft Dynamics 365 Business Central, Dynamics 365 Finance, Acumatica, Sage Intacct, and other leading ERP solutions. CRM and property management systems can also be connected to enrich sales pipeline and portfolio performance data. Once connected, the template updates in near real-time with no manual data entry required.

To learn more, visit the Resource Library.