Credit Union – Top 10 Members by Profit

What is a Top Ten Members by Profitability Report? Top Members by Profitability Reports are considered customer ranking reports and are used by managers and account executives to get a snapshot of the top most profitable members. Some of the main functionality in this type of report is that it groups the top 10 members by branch location and then ranks them based on profitability. The columns include: Average account balance, Total revenue, Total expense, and Net profit. The color indicators help the user quickly see important metrics. You find an example of this type of report below.

Purpose of Top Members by Profitability Reports Credit Unions use Top Members by Profitability Reports to at any time be able to identify their most important members at the branch level and overall. When used as part of good business practices in Executive- and Account Management departments, a company can improve its member retention strategies, and it can reduce the chances that top members are not getting the optimal nurturing.

Who Uses This Type of Report? The typical users of this type of report are: Account executives, production managers, branch managers, analysts. Other Reports Often Used in Conjunction with Top Members by Profitability Reports Progressive Executive- and Account Management departments sometimes use several different  Members Profitability Reports, along with detailed member transaction reports, financial statements, annual budgets, KPI dashboards, Member dashboards and other management and control tools.

Where Does the Data for Analysis Originate From? The Actual (historical transactions) data typically comes from membership 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 credit union 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 Credit Union – Top 10 Members by Profit in Solver? The Credit Union – Top 10 Members by Profit is a pre-built xFP&A report template in Solver designed for credit union organizations. It delivers key financial and operational metrics in a single, easy-to-use interface — purpose-built for credit union finance workflows.

Who uses this Solver report template? Finance leaders at credit union organizations — including CFOs, finance managers, and credit union executives — 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. Core banking and loan origination systems are also supported as data sources. Once connected, the template updates in near real-time with no manual data entry required.

To learn more, visit the Resource Library.