Revenue Analysis

What is a Revenue Analysis Dashboard? Revenue Dashboards are considered financial dashboards and are often used by executives and CFOs to easily track trends and variances in the company's income. Key functionality in this type of dashboard shows the trend in total revenue, as well as, the breakdown into major revenue categories, such as product sales and services. The column charts on the top of the screen compare actual, budget and last year figures. The table in the upper right hand corner provides a numerical revenue breakdown for monthly and year-to-date variances. The links in the lower left corner take the user to detailed sales reports, as well as, a sales simulation dashboard. You will find an example of this type of dashboard below.

Purpose of Revenue Dashboards Companies and organizations use Revenue Dashboards to help executives monitor and analyze high level revenue performance. When used as part of good business practices in a Financial Planning & Analysis (FP&A) department, a company can improve its executives' insights, as well as, reduce the chances that managers miss important trends if they only study revenues through financial statements.

Who Uses This Type of Dashboard? The typical users of this type of dashboard are: Executives, board members and financial managers. Other Dashboards Often Used in Conjunction with Revenue Dashboards Progressive Financial Planning & Analysis (FP&A) Departments sometimes use several different Revenue Dashboards, along with profit & loss reports, KPI dashboards, sales dashboards, sales 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.

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 Revenue Analysis in Solver? The Revenue Analysis 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? CFOs, FP&A managers, and controllers use this report template to support month-end close, variance analysis, and management reporting. It is designed to be self-service and require no custom development.

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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