Insurance – Sales

What is a Sales Dashboard for Insurance Companies? Sales Dashboards are considered performance analysis tools and are used by Sales Executives and Product Managers to monitor trends and performance metrics. Some of the main functionality in this type of dashboard is that it enables analysis of sales activity from four different perspectives: 1) 24 month productivity trend with quote amount and premium value, 2) Premium value versus commissions by region, 3) Top producers ranked by sales amount, and 4) Regions ranked by sales amount. You find an example of this type of dashboard below.

Purpose of Sales Dashboards Insurance companies use Sales Dashboards to enable their managers to easily monitor key sales performance indicators. When used as part of good business practices in insurance sales departments, an organization can improve its revenues and related strategies, and it can reduce the chances that managers end up with delayed or bad decisions due to lack of clear insight.

Who Uses This Type of Dashboard? The typical users of this type of dashboard are: Executives, sales managers, product managers, CFO's, analysts. Other Reports Often Used in Conjunction with Sales Dashboards Progressive Sales departments sometimes use several different Sales Dashboards, along with detailed sales transaction reports, revenue dashboards, profit & loss reports, sales forecasts, annual budgets 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 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 Insurance – Sales in Solver? The Insurance – Sales is a pre-built xFP&A report 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 report template? Cfos, actuaries, and insurance finance teams in insurance organizations rely on this Solver report template to replace manual spreadsheet-based processes with automated, near real-time analysis. It is especially useful during month-end close, budget cycles, and board reporting.

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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