Distribution - Customer and Product Analysis

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.