Accounts Payable Dashboard - Summary

The Accounts Payable Dashboard - Summary in Solver is a pre-built xFP&A dashboard template available in the Solver Template Marketplace. It gives CFOs, FP&A managers, and business unit leaders fast, reliable access to the financial and operational insights they need — without custom development.

How can Accounts Payable (AP) Dashboards Drive Faster and Better Decisions? As Controllers and Senior Accountants increasingly become key advisors for Accounts Payable process improvements, they must rely on modern self-service xFP&A and business intelligence (BI) tools. Using interactive AP Dashboards like the Accounts Payable Summary template shown below enables them and users from the finance and accounting teams to experience near real time AP metrics and KPIs that help drive faster and better decisions.

Who uses AP Summary Dashboards and What are Some Key Analytical Features? In today’s fast-paced business environment, Accounting Leaders are under high pressure to supply end users like CFOs, controllers and finance managers with timely and concise AP Dashboards. Companies use key features like the ones below to support their users with effective analysis that helps drive drive AP efficiencies and process improvement:

Trend analysis for Invoices Paid on Time, Average Age at Payment, AP Summary (monthly amount and count), AP Aging (amount) and AP Aging (count)
AP bucket analysis (30 days, 60 days, etc.) for aging payables and upcoming payments
Summary KPIs for Total AP Outstanding and Percent (%) of Invoices Overdue

A Brief Description of the Accounts Payable Summary Dashboard Template AP Dashboards like the one seen in the image above are interactive and parameter driven and typically contain sections with trend charts, aging charts and metrics. One of the important features that aid the user in the analysis process is the ability to choose business entity (see drop down in upper left corner) as well as to get easy access to transaction-level analysis (second tab). Accounts Payable Summary Dashboards are often used in conjunction with detailed AP and vendor reports, financial dashboards, AR dashboards, balance sheet reports, and input models for KPI targets.

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 dashboard 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 Accounts Payable Dashboard - Summary in Solver? The Accounts Payable Dashboard - Summary is a pre-built xFP&A dashboard 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 dashboard template? Cfos, fp&a managers, and business unit leaders use this Solver dashboard template to replace static spreadsheet reports with interactive, near real-time analysis. It supports both ongoing monitoring and ad hoc deep-dives into performance data.

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.

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