Customer Focused Sales Dashboard

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 Customer Focused Sales Dashboard in Solver?
The Customer Focused Sales Dashboard 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.