Real Estate – Available Stock Analysis

What is a Sales and Inventory Dashboard? Sales and Inventory Dashboards are considered analysis tools and are often used by executives and sales leaders to track and compare sales and available stock of properties across regions. Some of the main functionality in this type of dashboard is that it provides four analytical perspectives with real estate KPIs, including: 1) Monthly metrics by state with measures for: Available stock (inventory), Sold units year-to-date (YTD), monthly average sales velocity (speed"), Months of inventory, 2) Available inventory ranked by state, 3) Sold units by state, and 4) Monthly average sales velocity ("speed") by state. You find an example of this type of dashboard below.

Purpose of Real Estate Sales and Inventory Dashboards Real Estate companies use Sales and Inventory Dashboards to give managers a clear monthly picture of regional sales versus the available stock of properties. When used as part of good business practices in Sales and Financial Planning and Analysis (FP&A) departments, a company can improve its sales and marketing strategies, and it can reduce the chances that revenues are sub-optimized because of lack of real time insight to property inventory versus sales comparisons.

Who Uses This Type of Dashboard? The typical users of this type of dashboard are: Sales Executives, CFOs, budget managers and executives. Other Reports Often Used in Conjunction with Sales and Inventory Dashboards Progressive Sales and Financial Planning and Analysis (FP&A) departments sometimes use several different Sales and Inventory Dashboards, along with sales reports, property inventory reports, KPI dashboards, financial statements, annual budget models, sales forecasts 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 real estate 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 Real Estate – Available Stock Analysis in Solver? The Real Estate – Available Stock Analysis is a pre-built xFP&A report template in Solver designed for real estate organizations. It delivers key financial and operational metrics in a single, easy-to-use interface — purpose-built for real estate finance workflows.

Who uses this Solver report template? This template is primarily used by CFOs, asset managers, and real estate finance teams in real estate organizations who need accurate, timely data to support planning, reporting, and decision-making. It is particularly valuable for real estate finance teams managing budgets, forecasts, and performance reviews.

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 property management systems can also be connected to enrich sales pipeline and portfolio performance data. Once connected, the template updates in near real-time with no manual data entry required.

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