Pharma – Executive Power BI Dashboard

What is an Executive Dashboard? Executive dashboard are considered business monitoring tools and are used by CEOs and senior leaders to easily track performance across key business areas in a pharma business. Some of the main functionality in this type of dashboard is that it provides a single screen to analyze business KPIs from five different perspectives: 1) Top sales producers ranked by gross and net sales, 2) Revenues from the top sales channels, 3) Pharma product sales by volume, 4) Top payers ranked, and 5) Monthly trend in gross and net sales. You find an example of this type of dashboard below.

Purpose of Executive Dashboards Pharmaceutical companies use Executive Dashboards to give managers an easy way to monitor performance in key business areas. When used as part of good business practices in Financial Planning & Analysis (FP&A) departments, an organization can improve its strategic and tactical decisions, and it can reduce the chances that underperforming areas don't get timely attention.

Who Uses This Type of Dashboard? The typical users of this type of dashboard are: CEOs, CFOs, COOs, Sales Executives, Board of Directors. 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, annual budgets, sales forecasts, detailed sales reports, revenue dashboards, 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 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 – Executive Power BI Dashboard in Solver? The Pharma – Executive 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.

To learn more, visit the Resource Library.