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GL Forecasting Dashboard – KPIs
Who uses KPI Simulation Dashboards and What are Some Key Analytical Features? In today’s fast-paced business environment, FP&A Managers are under high pressure to supply end users like CFOs and analysts with timely and concise Simulation Dashboards. Companies use key features like the ones below to support their users with effective analysis that helps drive fiscal monitoring.
- Sliders to increase or decrease the weighting of historical data in the current year estimate
- Comparison of simulation result with three years of history
- Charts to compare history and budget with the simulated estimate
A Brief Description of the KPI Simulation Dashboard Template Simulation Dashboards like the one seen in the image above are interactive and parameter driven and typically contain sections with simulation sliders, as well as financial KPIs with tables and graphical charts. One of the important features that aid the user in the analysis process is the ability to move any of the sliders left or right to increase or decrease the weighting of that item in the simulated KPI estimates. KPI Simulation Dashboards are often used in conjunction with profit & loss and balance budget models, financial dashboards, and financial statements.
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 GL Forecasting Dashboard – KPIs in Solver? The GL Forecasting Dashboard – KPIs 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? Executives, CFOs, FP&A managers, and business unit leaders, and business unit leaders use this dashboard to monitor performance trends and quickly identify areas needing attention. It is designed to surface the right information at the right level of detail.
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.