Pharma – Profit & Loss Report

What is a Profit & Loss Variance Report? Profit & Loss (P&L) Reports are considered monthly financial reporting tools and are used by CFOs and Executives to get a clear picture of profitability and variances. Some of the main functionality in this type of report is that it is parameter driven and combines a classic P&L layout with charts that highlight the KPIs in the report. The top of the report shows graphics with actual versus budget comparisons for Revenues, Profit, Profit Margin and Revenue per Employee. The columns on the left side of the report display Actual, Actual Last Year, Budget and Variances for the current month. The columns on the right side include: Year-to-date (YTD) actuals, YTD actuals for the prior year and variance. The traffic lights in the variance columns drives attention to major variances. You find an example of this type of report below.

Purpose of Profit & Loss Variance Reports Pharmaceutical companies use Profit & Loss Variance Reports to provide leaders with a modern and easy-to-read format that makes it easy to capture key elements of the financial statement. When used as part of good business practices in finance and accounting departments, a company can improve its profitability with smarter and quicker revenue and cost decisions, and it can reduce the chances that managers miss important details in financial metrics.

Who Uses This Type of Report? The typical users of this type of report are: CEOs, COOs, CFO's, board members, financial analysts. Other Reports Often Used in Conjunction with Profit & Loss Variance Reports Progressive FP&A departments sometimes use several different Profit & Loss Variance Reports, along with balance sheets, cash flow statements, financial dashboards, budget models 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 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 Pharma – Profit & Loss Report in Solver? The Pharma – Profit & Loss Report is a pre-built xFP&A report 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 report 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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