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Revenue Analysis - 10 Quarter Rolling by Revenue Type
Who uses Rolling 10 Quarter Revenue Analysis and What are Some Key Analytical Features? In today’s fast-paced business environment, CFOs are under high pressure to supply end users like executives and board members with timely and concise Revenue Analysis. Companies use key features like the ones below to support their users with effective analysis that helps drive better revenue trend insights:
- The user can select the Revenue Type (typically a Revenue Account Category) at run time and then the report will exclusively focus on the related GL accounts for in-depth analysis and clarity
- The report automatically displays charts and data for the last rolling 10 quarters
- The user can drill into months by expanding each quarterly column or drill into individual GL revenue accounts in the report below the chart
A Brief Description of the Rolling 10 Quarter Revenue Analysis Template Revenue Analysis reports like the one seen in the image above are interactive and typically contain sections with parameter-driven analysis with up to two and a half years of historical data by quarter and month. One of the important features that aid the user in the analysis process is the ability to see a powerful combination of summary metrics (chart) and detail (report below the chart) to easily discover quarterly and multi-year trends. Rolling 10 Quarter Revenue Analysis reports are often used in conjunction with profit & loss reports, monthly revenue and sales dashboards, sales reports, and revenue budget and forecast input forms.
Data Integration to Transaction Systems Most organizations these days want automated and streamlined planning, reporting and analysis. However, many of the benefits described earlier rely on best of breed extended financial planning and analysis (xFP&A) tools and/or Business Intelligence (BI) capabilities as well as data marts or data warehouses that use pre-built integrations to the organization’s ERP system. Oftentimes, they also need integrations to other key data sources like CRM, subscription systems, payroll tools, etc. Modern, cloud-based ERPs like Microsoft Dynamics 365 Finance (D365 Finance), Microsoft Dynamics 365 Business Central (D365 BC), Sage Intacct, Acumatica, Netsuite and SAP have robust APIs which allow for dynamic integrations to xFP&A and BI tools that are fully automated and flexible to run on a schedule or on-demand.
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 Revenue Analysis - 10 Quarter Rolling by Revenue Type in Solver? The Revenue Analysis - 10 Quarter Rolling by Revenue Type is a pre-built xFP&A report template in Solver that delivers key financial and operational metrics in a single, easy-to-use interface, eliminating the need for manual data work or custom report development.
Who uses this Solver report template? Cfos, fp&a managers, and controllers rely on this Solver report template for consistent, parameter-driven reporting that can be run on demand or on a scheduled basis. It eliminates the manual work typically required to produce this type of analysis.
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.