Distribution – Customer and Product Analysis

What is a Customer and Product Revenue Dashboard? Customer and Product Revenue Dashboards are considered sales and tactical analysis tools and are used by sales & marketing executives and product managers to explore key revenue drivers from multiple perspectives. Some of the main functionality in this type of dashboard is that it offers interactive graphical KPI analysis, including views of: 1) New customer and product count, 2) Sales and margin ranked by customer, 3) Revenues ranked by top product performers, 4) Individual product sales as a % of total sales, 5) Revenue and customer rating, and 6) Revenue versus customer attitude. The filters on the top right of the screen enables drill-down to customer, business unit and period. You find an example of this type of dashboard below.

Purpose of Customer and Product Dashboards Distributors use Customer and Product Dashboards to enable managers to easily monitor key sales, margin and rating metrics with visibility to customers and products. When used as part of good business practices in a Financial Planning & Analysis (FP&A) and Sales department, an organization can improve and speed up its strategic product and go-to-market decisions, and it can reduce the chances that managers only pay attention to higher level revenue figures because they don't have easy anywhere, anytime access to drill down to detailed data.

Who Uses This Type of Dashboard? The typical users of this type of dashboard are: Sales and marketing executives, product managers, analysts. Other Reports Often Used in Conjunction with Customer and Product Dashboards Progressive Financial Planning & Analysis (FP&A) and Sales departments sometimes use several different Customer and Product Dashboards, along with detailed sales reports, trend reports, financial dashboards, sales forecasts, 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.

Built for distribution 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 Distribution – Customer and Product Analysis in Solver? The Distribution – Customer and Product Analysis is a pre-built xFP&A report template in Solver designed for distribution organizations. It delivers key financial and operational metrics in a single, easy-to-use interface — purpose-built for distribution finance workflows.

Who uses this Solver report template? This template is primarily used by CFOs, operations managers, and distribution finance teams in distribution organizations who need accurate, timely data to support planning, reporting, and decision-making. It is particularly valuable for distribution 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. Once connected, the template updates in near real-time with no manual data entry required.

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