Real Estate – Monthly Sales

What is a Monthly Sales Dashboard? Monthly sales dashboards are considered important month end performance tools and are used by executives and sales leaders to slice and dice monthly sales data. Some of the main functionality in this type of dashboard is that it enables easy sales monitoring using six charts as well as with KPIs. The user selects the month from the drop down box at the top of the dashboard and this will display all the charts and metrics based on the chosen period. The analysis includes: 1) Sales for the top 5 agents, 2) Actual versus budgeted sales per agent, 3) Sold units by state, 4) Top 5 banks - sold units, 5) Top 10 projects, and 6) Top 5 agencies. The KPI section on the top of the screen shows Total available units and Total sold units. You find an example of this type of dashboard below.

Purpose of Monthly Sales Dashboards for Real Estate Businesses Real Estate companies use Monthly Sales Dashboards to provide managers with an easy way to monitor monthly sales performance. When used as part of good business practices in Financial Planning & Analysis (FP&A) and sales departments, an organization can improve its revenues and sales strategies, and it can reduce the chances that monthly outliers are not detected quickly so they can be analyzed.

Who Uses This Type of Dashboard? The typical users of this type of dashboard are: Executives, CFOs, analysts. Other Reports Often Used in Conjunction with Monthly Sales Dashboards Progressive Financial Planning & Analysis (FP&A) departments sometimes use several different Monthly Sales Dashboards, along with financial dashboards, consolidated and local office profit & loss reports, sales reports, sales forecast, annual budgets, project 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 real estate 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 Real Estate – Monthly Sales in Solver? The Real Estate – Monthly Sales is a pre-built xFP&A report template in Solver designed for real estate organizations. It delivers key financial and operational metrics in a single, easy-to-use interface — purpose-built for real estate finance workflows.

Who uses this Solver report template? Finance leaders at real estate organizations — including CFOs, asset managers, and real estate 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. CRM and property management systems can also be connected to enrich sales pipeline and portfolio performance data. Once connected, the template updates in near real-time with no manual data entry required.

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