Pharma – Drug Trials Dashboard

What is a Clinical Trials Analysis Report? Clinical Trials Reports are considered operational monitoring tools and are used by product and trial managers to analyze expenses and statistical KPIs related to their drug trial programs. Some of the main functionality in this type of graphical report is that it offers comparative analysis for four different metrics, including: 1) Target versus actual cost by drug trial, 2) Target versus actual hours by drug trial, 3) Target versus actual participants by drug trial, and 4) Target versus actual cost by status. Below the charts (not visible in the image) is a report section with figures. You find an example of this type of graphical report below.

Purpose of Clinical Trials Analysis Reports Pharmaceutical companies use Clinical Trials Analysis Reports to give managers an easy and graphical way to keep an eye on essential product trial metrics. When used as part of good business practices in Product and Clinical Trials departments, a company can improve its program planning, and it can reduce the chances that there are cost overruns or issues with trial participation.

Who Uses This Type of Graphical report? The typical users of this type of graphical report are: Program managers, R&D managers, controllers, analysts, executives. Other Reports Often Used in Conjunction with Clinical Trials Analysis Reports Progressive Product and Clinical Trials departments sometimes use several different Clinical Trials Analysis Reports, along with clinical trial KPI dashboards, clinical trial reports, profit & loss reports, budget models and other management and control tools.

Where Does the Data for Analysis Originate From? The Actual (historical transactions) data typically comes from clinical trial software and 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 pharmaceutical 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 Pharma – Drug Trials Dashboard in Solver? The Pharma – Drug Trials Dashboard is a pre-built xFP&A dashboard template in Solver designed for pharmaceutical organizations. It delivers key financial and operational metrics in a single, easy-to-use interface — purpose-built for pharmaceutical finance workflows.

Who uses this Solver dashboard template? This template is primarily used by CFOs, FP&A managers, and pharmaceutical finance teams in pharmaceutical organizations who need accurate, timely data to support planning, reporting, and decision-making. It is particularly valuable for pharmaceutical finance teams managing budgets, forecasts, and performance reviews.

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. CRM and clinical data sources can also be integrated for a more complete operational view. Once connected, the template updates in near real-time with no manual data entry required.

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