Mfg – Financial Summary

What is a Financial Dashboard for Manufacturing Companies? Financial dashboards are considered performance monitoring tools and are used by CFOs and Executives to analyze monthly Profit & Loss and Balance sheet metrics and trends. Some of the main functionality in this type of dashboard is that it gives the user an easy way to analyze financial results using several different perspectives, including: 1) Monthly balance sheet summary with variances versus prior periods, 2) Monthly trend in net assets, 3) Net assets compared to prior periods, 4) Actual vs budgeted employee headcount, 5) Actual vs budgeted revenue, profit, profit margin and revenue per employee, 6) Actual, budgeted and forecasted monthly trend, and 7) Profit & Loss summary with actual, budget and prior month comparisons with variances. The user can select month and year from the dropdown list on the top of the dashboard. You find an example of this type of dashboard below.

Purpose of Financial Dashboards Manufacturing companies use Financial Dashboards to provide executives with an easy way to analyze financial performance. When used as part of good business practices in Financial Planning & Analysis (FP&A) departments, an organization can improve and speed up its decision-making, and it can reduce the chances that leaders don't frequently pay attention to financial metrics because of lack of self-service or too much detail.

Who Uses This Type of Dashboard? The typical users of this type of dashboard are: Executives, CFOs, analysts. Other Reports Often Used in Conjunction with Financial Dashboards Progressive Financial Planning & Analysis (FP&A) departments sometimes use several different Financial Dashboards, along with detailed versions of profit & loss reports, balance sheets, cash flow statements, revenue 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.

Built for manufacturing 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 Mfg – Financial Summary in Solver? The Mfg – Financial Summary is a pre-built xFP&A report template in Solver designed for manufacturing organizations. It delivers key financial and operational metrics in a single, easy-to-use interface — purpose-built for manufacturing finance workflows.

Who uses this Solver report template? Cfos, operations managers, and manufacturing finance teams in manufacturing 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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