Mfg – New & Existing Customer Sales

What is a New and Existing Customer Sales Dashboard? Customer sales dashboards are considered important revenue analysis tools and are used by sales managers and executives to analyze revenue streams from the biggest new and existing customers. Some of the main functionality in this type of dashboard report is that it can be run for any period and it will rank customers from high to low based on the revenues they bring in. The top chart shows sales to the top 10 new customers. The second chart shows sales to the top 20 existing customers. At the bottom of the report (not visible in the example below) there is a section with the figures used in the charts. You find an example of this type of dashboard report below.

Purpose of New and Existing Customer Sales Dashboards Manufacturers use New and Existing Customer Sales Dashboards to give managers a quick snapshot of which type of customers contribute the most to the company's revenues. When used as part of good business practices in a Financial Planning & Analysis (FP&A) and Sales department, a company can improve its sales and marketing strategies as well as reduce the chances that executives don’t have good visibility to the revenue break-down for new and existing customers.

Who Uses This Type of Dashboard report? The typical users of this type of dashboard report are: Sales executives, marketing managers. Other Dashboard report s Often Used in Conjunction with New and Existing Customer Sales Dashboards Progressive Financial Planning & Analysis (FP&A) and Sales departments sometimes use several different New and Existing Customer Sales Dashboards, along with general sales dashboards, detailed sales reports, product dashboards, sales forecasts, sales kpi reports and other management and control tools.

Where Does the Data for Analysis Originate From? The Actual (historical transactions) data typically comes from management systems or 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 manufacturing 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 Mfg – New & Existing Customer Sales in Solver? The Mfg – New & Existing Customer Sales is a pre-built xFP&A report template in Solver designed for manufacturing organizations. It delivers key financial and operational metrics in a single, easy-to-use interface — purpose-built for manufacturing finance workflows.

Who uses this Solver report template? Cfos, operations managers, and manufacturing finance teams in manufacturing 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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