Mfg – Open Order Analysis

What is an Open Orders Dashboard? Open order-related dashboards are considered operational planning and analysis tools and are used by Analysts and Production Managers to monitor their ability to fulfill sales orders in a timely manner. Some of the main functionality in this type of dashboard is that it enables managers to slice and dice orders and related production metrics from five different perspectives, including: 1) Monthly trend in Plant order value and total order value, 2) Each plants' percent of total company orders, 3) Monthly open orders by month with metrics for order value, order product costs, sold quantity, available quantity, available quantity forecast, Net stock quantity (backlog), and production quality, metrics for order value by plant with order value and percent of total for all plants, and 5) Order quantity by product with metrics for: Total order quantity for all plants, order quantity by plant, index for plant versus company total. You find an example of this type of dashboard below.

Purpose of Open Order Dashboards Manufacturing companies use Open Order Dashboards to monitor their sales orders and ability to deliver product quantities to fulfill these orders on time and with expected quality. This includes benchmarking across plants. When used as part of good business practices in Financial Planning & Analysis (FP&A) and operations departments, an organization can improve and speed up its production planning, revenue optimization and related strategies, and it can reduce the chances that sales and profits suffer because of lack of management insights.

Who Uses This Type of Dashboard? The typical users of this type of dashboard are: Executives, sales managers, analysts, plant managers, production managers. Other Reports Often Used in Conjunction with Open Order Dashboards Progressive Financial Planning & Analysis (FP&A) and operations departments sometimes use several different Open Order Dashboards, along with profit & loss reports, cash flow reports, corporate financial dashboards, sales forecast, annual budgets, detailed sales order reports, inventory reports 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 – Open Order Analysis in Solver? The Mfg – Open Order Analysis 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? Finance leaders at manufacturing organizations — including CFOs, operations managers, and manufacturing 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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