Bank – New Customer Acquisition

What is a New Customer Acquisition Report for Banks? New Customer Acquisition Reports are considered growth and profitability analysis tools and are used by sales managers and leaders to monitor new customer growth and profitability metrics. Some of the main functionality in this type of report is that it shows new customer KPIs for any given month and branch. The rows list new customers and key columns include detail and totals for: Average product balance, Net interest amount, Monthly cost, SFAS cost and Net profit. You find an example of this type of report below.

Purpose of New Customer Acquisition Reports Banks use New Customer Acquisition Reports to easily analyze the quantity of new customers a branch has acquired and the level of profitability associated with each customer and in total. When used as part of good business practices in Production- and Account Management departments, a bank can improve its revenue growth strategies, and it can reduce the chances that unprofitable tactics are not quickly addressed.

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 New Customer Acquisition Reports Progressive Production- and Account Management departments sometimes use several different New Customer Acquisition Reports, along with financial statements, annual budgets, sales forecasts, KPI dashboards, customer dashboards and other management and control tools.

Where Does the Data for Analysis Originate From? The Actual (historical transactions) data typically comes from bank 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 banking 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 Bank – New Customer Acquisition in Solver? The Bank – New Customer Acquisition is a pre-built xFP&A report template in Solver designed for banking organizations. It delivers key financial and operational metrics in a single, easy-to-use interface — purpose-built for banking finance workflows.

Who uses this Solver report template? This template is primarily used by CFOs, finance managers, and bank executives in banking organizations who need accurate, timely data to support planning, reporting, and decision-making. It is particularly valuable for banking finance teams managing budgets, forecasts, and performance reviews.

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 systems and loan management platforms are also supported as data sources. Once connected, the template updates in near real-time with no manual data entry required.

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