Real Estate – Regional Dashboard

What is a Regional Sales Dashboard? Regional Sales Dashboards are considered territory benchmarking tools and are used by executives and sales leaders to compare performance across geographical regions. Some of the main functionality in this type of dashboard is that it provides monthly sales analysis across three perspectives, including: 1) Monthly sales for all territories, 2) Top five regions by sales amount, and 3) Top five regions by unit sales. The dashboard can be refreshed by changing the period parameter. You find an example of this type of dashboard below.

Purpose of Regional Sales Dashboards Real Estate companies use Regional Sales Dashboards to give managers a clear view of actual to budget and comparative sales figures across regions and/or territories. When used as part of good business practices in Sales and Financial Planning and Analysis (FP&A) departments, a company can improve its strategic decisions and improve sales, and it can reduce the chances that managers don't make timely decisions for underperforming territories.

Who Uses This Type of Dashboard? The typical users of this type of dashboard are: Executives, CFOs, regional sales managers, budget managers and agents. Other Reports Often Used in Conjunction with Regional Sales Dashboards Progressive Sales and Financial Planning and Analysis (FP&A) departments sometimes use several different Regional Sales Dashboards, along with sales reports, KPI dashboards, financial statements, annual budget models, corporate forecasts 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 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 Real Estate – Regional Dashboard in Solver? The Real Estate – Regional Dashboard is a pre-built xFP&A dashboard 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 dashboard template? Cfos, asset managers, and real estate finance teams in real estate organizations rely on this Solver dashboard 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. 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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