P&L Budget Report

What is a Profit & Loss Budget Analysis Report? P&L Budget Reports are considered budget analysis tools and are used by budget managers and executives to review the final budget at a summary level. A key functionality in this type of management report will compare the budget to actual year-to-date numbers plus forecast for the rest of the year. It also shows variances between the budget and last year's actual results. While the top of the report provides graphical summary metrics, the user can also drill down on any number in the report to see transactional budget or actual data. You will find an example of this type of management report below.

Purpose of Budget Analysis Reports Companies and organizations use Budget Analysis Reports to increase budget accuracy and also to review multiple different budget scenarios to determine the most likely outcome. When used as part of good business practices in a Financial Planning & Analysis (FP&A) Department, a company can improve its ability to produce optimal budgets as well as reduce the risk that avoidable budget variances occur.

Who Uses This Type of Management Report? The typical users of this type of management report are: Executives and Budget Managers. Other Management Reports Often Used in Conjunction with Budget Analysis Reports Progressive Financial Planning & Analysis (FP&A) Departments sometimes use several different Budget Analysis Reports, along with balance sheet and cash flow budget analysis reports, departmental detail 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, 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.

This Solver planning 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 P&L Budget Report in Solver? The P&L Budget Report is a pre-built xFP&A planning template in Solver that allows finance and business teams to submit planning data directly in Solver, with automatic roll-up to consolidated budget and forecast models.

Who uses this Solver planning template? This template is primarily used by CFOs, FP&A managers, and budget owners who need a structured, controlled way to collect and submit planning data in Solver. Department managers and budget owners use it to submit their numbers directly, eliminating manual spreadsheet consolidation.

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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