Pharma – Drug Trials Power BI Dashboard

What is a Clinical Trials Dashboard? Clinical Trials Dashboards are considered program analysis tools and are used by executives and drug trial managers to monitor actual and planned program expenses and KPIs. Some of the main functionality in this type of dashboard is that it enables interactive analysis from four different perspectives, including: 1) Target versus actual cost per drug trial, 2) Target versus actual participants by drug trial, 3) Target versus actual hours by drug trial, 4) Target versus actual cost by status. You find an example of this type of dashboard below.

Purpose of  Clinical Trials Dashboards Pharmaceutical companies use Drug Trial Dashboards to provide managers with essential actual and planning drug trial data in a format that is easy to consume. When used as part of good business practices in Financial Planning & Analysis (FP&A) and Clinical Trial departments, an organization can improve its drug trials and product strategies, and it can reduce the chances that there is lack of clarity in expenses and trial results.

Who Uses This Type of Dashboard? The typical users of this type of dashboard are: Executives, product managers, clinical trial managers. Other Reports Often Used in Conjunction with Drug Trial Dashboards Progressive Financial Planning & Analysis (FP&A) and Clinical Trial departments sometimes use several different Clinical Trial Dashboards, along with detailed program reports, product forecasts, multi-year budgets, KPI dashboards, expense dashboards, expense reports, detailed drug trial 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 xFP&A solutions.

Built for pharmaceutical 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 Pharma – Drug Trials Power BI Dashboard in Solver? The Pharma – Drug Trials Power BI Dashboard is a pre-built xFP&A dashboard template in Solver designed for pharmaceutical organizations. It delivers key financial and operational metrics in a single, easy-to-use interface — purpose-built for pharmaceutical finance workflows.

Who uses this Solver dashboard template? Finance leaders at pharmaceutical organizations — including CFOs, FP&A managers, and pharmaceutical 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 clinical data sources can also be integrated for a more complete operational view. Once connected, the template updates in near real-time with no manual data entry required.

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