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Revenue Analysis - Monthly Actual and Budget Comparison
Who uses Revenue Analysis Reports with Monthly Actual and Budget Comparisons and What are Some Key Analytical Features? In today’s fast-paced business environment, CFOs are under high pressure to supply end users like executives and board members with timely and concise Revenue Analysis. Companies use key features like the ones below to support their users with effective reports that help drive better revenue analysis and faster decisions:
- Monthly and YTD revenue totals with variances to budget and last year actuals with drill-down to account level detail in the report section at the bottom
- Automatically calculated full year revenue estimate
- Monthly trend and variance charts comparing actual current year with budget and last year figures
A Brief Description of the Revenue Analysis with Monthly Actual and Budget Comparison Template Revenue Analysis Reports like the one seen in the image above are interactive and parameter driven and typically contain sections with charts, variances with traffic light, revenue summary and account-level detail. One of the important features that aid the user in the analysis process is the ability to get a powerful combination of summary metrics with traffic lights to highlight variances and charts to easily discover trends. Revenue reports with Monthly Actual and Budget Comparisons are often used in conjunction with profit & loss reports, revenue and sales dashboards, sales reports, and revenue budget input forms.
Data Integration to Transaction Systems Most organizations these days want automated and streamlined planning, reporting and analysis. However, many of the benefits described earlier rely on best of breed extended financial planning and analysis (xFP&A) tools and/or Business Intelligence (BI) capabilities as well as data marts or data warehouses that use pre-built integrations to the organization’s ERP system. Oftentimes, they also need integrations to other key data sources like CRM, subscription systems, payroll tools, etc. Modern, cloud-based ERPs like Microsoft Dynamics 365 Finance (D365 Finance), Microsoft Dynamics 365 Business Central (D365 BC), Sage Intacct, Acumatica, Netsuite and SAP have robust APIs which allow for dynamic integrations to xFP&A and BI tools that are fully automated and flexible to run on a schedule or on-demand.
This Solver planning 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 - Monthly Actual and Budget Comparison in Solver? The Revenue Analysis - Monthly Actual and Budget Comparison is a pre-built xFP&A planning template in Solver that allows finance and business teams to submit planning data directly in Solver, with automatic roll-up to consolidated budget and forecast models.
Who uses this Solver planning template? This template is primarily used by CFOs, FP&A managers, and budget owners who need a structured, controlled way to collect and submit planning data in Solver. Department managers and budget owners use it to submit their numbers directly, eliminating manual spreadsheet consolidation.
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.