12 Month Rolling Forecast by Department

This Solver planning 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 12 Month Rolling Forecast by Department in Solver? The 12 Month Rolling Forecast by Department is a pre-built xFP&A planning template in Solver that allows finance and business teams to submit planning data directly in Solver, with automatic roll-up to consolidated budget and forecast models.

Who uses this Solver planning template? Budget owners, department managers, and CFOs, FP&A managers, and budget owners use this planning template to enter and submit financial data directly in Solver. It is particularly valuable during annual budgeting and rolling forecast cycles.

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.