Asset and Expense Trend Analysis

What is a Cash, AR and Expense Trend Analysis Dashboard? Expense and liquidity-related dashboards are considered operational dashboards and are often used by Executives and CFOs to perform trend and comparative analysis. A key functionality in this type of report will dynamically display the past 15 months of salaries, sales & marketing expenses, cash and receivables. It also shows the month-over-month change in cash. The charts makes it easy to follow the trends. At the bottom of the report, below the charts, there is a numerical data section. You will find an example of this type of report below.

Purpose of Expense and Liquidity Dashboard Reports Companies and organizations use Expense and Liquidity Dashboard Reports to track trends and discover anomalies in key metrics that drive cost, profitability and available funds. When used as part of good business practices in a Financial Planning & Analysis (FP&A) Department, a company can improve its focus on expense and liquidity analysis, as well as, reduce the chances that managers react late to opportunities or exceptions that require their attention.

Who Uses This Type of Report? The typical users of this type of report are: CFOs, Analysts and Executives. Other Reports Often Used in Conjunction with Expense and Liquidity Dashboard Reports Progressive Financial Planning & Analysis (FP&A) Departments sometimes use several different Expense and Liquidity Dashboard Reports, along with revenue dashboards, financial statements 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.

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 Asset and Expense Trend Analysis in Solver? The Asset and Expense Trend Analysis 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 use this report template to support month-end close, variance analysis, and management reporting. It is designed to be self-service and require no custom development.

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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