Executive Briefing Card

What is an Executive Briefing Card Report? Executive Briefing Cards are considered monitoring tools and are often used by boards, executives and sometimes external stakeholders to get a quick performance status in a graphical and easy-to-read format. Key functionality in this type of unique dashboard report first presents an automatic narrative based on the key metrics, and then shows these figures in small tables with traffic lights. The charts on the left side of the briefing card highlight revenue and profitability trends. You will find an example of this type of report below.

Purpose of Executive Briefing Cards Companies and organizations use Executive Briefing Cards to make it very quick and easy for non-accountants to analyze results. When used as part of good business practices in a Financial Planning & Analysis (FP&A) Department, a company can improve its ability to communicate performance to senior executives and stakeholders, as well as, reduce the chances that the group misses important highlights.

Who Uses This Type of Unique Dashboard Report? The typical users of this type of unique dashboard report are: Boards, Executives and External Stakeholders. Other Unique Dashboard Reports Often Used in Conjunction with Executive Briefing Cards Progressive Financial Planning & Analysis (FP&A) Departments sometimes use several different Executive Briefing Cards, along with financial reports, dashboards 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.

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 Executive Briefing Card in Solver? The Executive Briefing Card is a pre-built xFP&A report 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 report template? Cfos, fp&a managers, and controllers rely on this Solver report template for consistent, parameter-driven reporting that can be run on demand or on a scheduled basis. It eliminates the manual work typically required to produce this type of analysis.

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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