Insurance – Marketing

What is a Marketing Dashboard? Marketing Dashboards are considered operational analysis tools and are used by Marketing and Sales Managers to analyze lead-generating activities that grow the sales funnel. Some of the main functionality in this type of dashboard is that it enables analysis of marketing activities from four different perspectives: 1) Winback versus quoted analysis by product line, 2) Revenue analysis by Campaign, 3) Campaign spend by product line, and 4) Marketing calendar information and related campaign spend. You find an example of this type of dashboard below.

Purpose of Marketing Dashboards Insurance companies use Marketing Dashboards to give managers a clear picture of how well (or not) their marketing activities are working. When used as part of good business practices in Marketing and Financial Planning & Analysis (FP&A) departments, an organization can improve its campaign results and increase revenues, and it can reduce the chances that managers execute campaigns with a poor return on investment (ROI).

Who Uses This Type of Dashboard? The typical users of this type of dashboard are: Marketing Executives, Sales Managers. Other Reports Often Used in Conjunction with Marketing Dashboards Progressive Marketing departments sometimes use several different Marketing Dashboards, along with detailed marketing reports, sales funnel reports, sales dashboards, marketing expense budgets, sales forecasts and other management and control tools.

Where Does the Data for Analysis Originate From? The Actual (historical transactions) data typically comes from CRM systems and 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 insurance finance teams and aligned with Solver's xFP&A platform, this Solver report 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 Insurance – Marketing in Solver? The Insurance – Marketing is a pre-built xFP&A report template in Solver designed for insurance organizations. It delivers key financial and operational metrics in a single, easy-to-use interface — purpose-built for insurance finance workflows.

Who uses this Solver report template? Cfos, actuaries, and insurance finance teams in insurance organizations rely on this Solver report template to replace manual spreadsheet-based processes with automated, near real-time analysis. It is especially useful during month-end close, budget cycles, and board reporting.

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. Once connected, the template updates in near real-time with no manual data entry required.

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