Professional Services – Customer Analysis

What is a Customer Billing Dashboard? Customer Billing Dashboards are considered client analysis tools and are used by executives and project managers to review revenues and hours by client and location. Some of the main functionality in this type of dashboard is that it provides analysis from these two major perspectives: 1) Customers ranked by billable amount and with billable hours and nonbillable hours, and 2) Customer locations (note that the size of the markers can be set to correspond to e.g. the billable amount for each customer). The user can choose year with the drop down filter on the top of the screen. You find an example of this type of dashboard below.

Purpose of Customer Billing Dashboards Professional service organizations use Customer Billing Dashboards to gives managers an easy way to see which customers are providing the most revenues , or reversely - nonbillable hours, and if there are any patterns related to geographical customer location. When used as part of good business practices in Financial Planning & Analysis (FP&A) and Consulting departments, an organization can improve its customer strategies and increase revenues, and it can reduce the chances that important trends are missed with resulting impact on margins..

Who Uses This Type of Dashboard? The typical users of this type of dashboard are: Executives, CFOs, consulting managers, analysts, sales managers. Other Reports Often Used in Conjunction with Customer Billing Dashboards Progressive Financial Planning & Analysis (FP&A) and Consulting departments sometimes use several different Customer Billing Dashboards, along with profit & loss reports, project dashboards, revenue dashboards, detailed billing and utilization reports, project budget models, billing forecast models 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 professional services 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 Professional Services – Customer Analysis in Solver? The Professional Services – Customer Analysis is a pre-built xFP&A report template in Solver designed for professional services organizations. It delivers key financial and operational metrics in a single, easy-to-use interface — purpose-built for professional services finance workflows.

Who uses this Solver report template? Cfos, project managers, and professional services finance teams in professional services 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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