Retail – P&L Consolidation Report

What is a Consolidating Profit & Loss Report for a Retail Company? Consolidation reports are considered essential financial statements and are often used by accountants and controllers to show financial performance for individual stores and consolidated for the company. Some of the key functionality in this type of report is that it dynamically lists selected stores or regions across the columns with a consolidated total. The charts on the top of the reports provides easy comparisons. The report can be produced both for actual data as well as budgets and forecasts. The rows show a typical revenue and expense layout for a retail P&L report. The user can drill down on any figure to see the underlying detail. You find an example of this type of report below.

Purpose of Consolidating Profit & Loss Reports Retail companies use Consolidating Profit & Loss Reports to give corporate managers a quick and easy monthly snapshot of profitability across all retail locations as well as in total. When used as part of good business practices in a Financial Planning & Analysis (FP&A) department, a company can improve its performance analysis and speed up decision-making as well as reduce the chances that weak profitability goes undetected for a longer time than necessary.

Who Uses This Type of Report? The typical users of this type of report are: Corporate executives, controllers, store managers, regional managers. Other Reports Often Used in Conjunction with Consolidating Profit & Loss Reports Progressive Financial Planning & Analysis (FP&A) Departments sometimes use several different Consolidating Profit & Loss Reports, along with sales forecasts and budgets, balance sheets, 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.

Built for retail 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 Retail – P&L Consolidation Report in Solver? The Retail – P&L Consolidation Report is a pre-built xFP&A report template in Solver designed for retail organizations. It delivers key financial and operational metrics in a single, easy-to-use interface — purpose-built for retail finance workflows.

Who uses this Solver report template? Finance leaders at retail organizations — including CFOs, FP&A managers, and retail 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. Once connected, the template updates in near real-time with no manual data entry required.

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