Insurance – Executive Dashboard

What is an Executive Dashboard? Executive Dashboard are considered corporate monitoring tools and are used by senior leaders to get a clear picture of key performance metrics. Some of the main functionality in this type of dashboard is that it provides KPI monitoring across five different perspectives: 1) KPIs for Total annual premiums and Claim payouts, 2) Claim payouts by product line, 3) Revenues from the top five producers, 4) Revenues from the top five product lines, and 5) Claim amounts ranked by producer. You find an example of this type of dashboard below.

Purpose of Executive Dashboards for Insurance Companies Insurance companies use Executive Dashboards to make it easy for executives to monitor essential metrics such as those related to premiums and claims. When used as part of good business practices in Executive and Financial Planning & Analysis (FP&A) departments, an organization can improve its strategic decisions and related results, and it can reduce the chances that leaders miss important opportunities or performance issues.

Who Uses This Type of Dashboard? The typical users of this type of dashboard are: Executives, Boards. Other Reports Often Used in Conjunction with Executive Dashboards Progressive Executive and Financial Planning & Analysis (FP&A) departments sometimes use several different Executive Dashboards, along with profit & loss reports, balance sheets, cash flow statements, revenue dashboards, KPI dashboards, annual budgets, forecasts 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 insurance finance teams and aligned with Solver's xFP&A platform, 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 Insurance – Executive Dashboard in Solver? The Insurance – Executive Dashboard is a pre-built xFP&A dashboard template in Solver designed for insurance organizations. It delivers key financial and operational metrics in a single, easy-to-use interface — purpose-built for insurance finance workflows.

Who uses this Solver dashboard template? Finance leaders at insurance organizations — including CFOs, actuaries, and insurance finance teams — use this template to get fast, reliable answers without waiting on IT or building custom reports. It supports both day-to-day monitoring and strategic decision-making.

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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