P&L – Rolling 13 Month Trend

What is a 13 Month Rolling Profit & Loss Report? Multi-month Rolling Profit & Loss reports are considered trend analysis tools and are often used by CFOs and analysts to look for significant upward or downwards trends in profitability. Some of the key functionality in this type of visual trend report is that it is parameter driven and based on the period the user runs it for, it will dynamically display the past thirteen months across the columns. The chart on the top of the report makes it easy to detect trends in Revenue, Gross Profit and Net Profit. The text in the yellow row below the chart provides an automatically generated narrative of essential information in the report. You find an example of this type of visual trend report below.

Purpose of 13 Month Profit & Loss Trend Reports Companies and organizations use 13 Month Profit & Loss Trend Reports to easily track key P&L metrics backwards in time, including comparison to the same period in the prior year. When used as part of good business practices in a Financial Planning & Analysis (FP&A) department, a company can improve its reaction time to make decisions as well as reduce the chances that managers miss important trends and anomalies.

Who Uses This Type of Visual trend report? The typical users of this type of visual trend report are: CFOs, Analysts and Executives. Other Visual trend reports Often Used in Conjunction with 13 Month Profit & Loss Trend Reports Progressive Financial Planning & Analysis (FP&A) Departments sometimes use several different Month Profit & Loss Trend Reports, along with monthly variance reports, KPI dashboards, trended balance sheets and cash flow statements 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.

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 P&L – Rolling 13 Month Trend in Solver? The P&L – Rolling 13 Month Trend is a pre-built xFP&A report template in Solver that delivers key financial and operational metrics in a single, easy-to-use interface, eliminating the need for manual data work or custom report development.

Who uses this Solver report template? This template is primarily used by CFOs, FP&A managers, and controllers who need accurate, timely reporting without manual data preparation. It is also valuable for department heads and business unit leaders who need periodic performance summaries.

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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