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Dashboard Navigation and Overview
The Dashboard Navigation and Overview 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.
Who uses Interactive Menus and What are Some Key Analytical Features? In today’s fast-paced business environment, CFOs are under high pressure to supply end users like board members and executives with timely and concise graphical analysis of trends, exceptions and variances. Companies use key features like the ones below to support their users with effective navigation across numerous dashboards that helps drive faster and better decisions:
- Quick and easy access to the right dashboard for specific financial metrics
- Reduce chances that end users get "lost" while looking for the dashboard they need
- Motivate users to do more analysis in a shorter amount of time
A Brief Description of the Dashboard Navigation Template Dashboard Navigations like the one seen in the image above are interactive and by clicking on any of the buttons it will take the user directly to the underlying dashboard. One of the important features that aid the user in the analysis process is the ability save time by going directly to a specific dashboard and from there to go back up to the interactive navigation and then drill down into the next dashboard that supports the analysis process. Interactive Menus are often used in conjunction with the deployment of a large number of detailed dashboards to simplify the user experience.
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 Dashboard Navigation and Overview in Solver? The Dashboard Navigation and Overview 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.