Strategic Budget KPIs

What is an Annual Budget KPI Report? Budget Key Performance Indicator (KPI) reports are considered management dashboards and are used by executives and budget managers to ensure that the annual budget is aligned with the strategic goals of the organization. Some of the key functionality in this type of report allows a user to compare budgets to multiple years of strategic goals for both financial and statistical KPIs. Exception highlighting helps focus attention to budget versus goal variances that require more attention. You will find an example of this type of report below.

Purpose of Budget KPI Reports Companies and organizations use Budget KPI Reports to ensure that budgets are within their acceptable range of strategic goals. It also gives budget managers and executives a reality check that they are budgeting for appropriate resources in the most strategic areas. When used as part of good business practices in a Financial Planning & Analysis (FP&A) Department, a company can improve its chances of getting the final budget version approved by the board as well as reduce the risk of missing budget deadlines because of budget revisions required by executives.

Who Uses This Type of Report? The typical users of this type of report are: The Board of Directors, Executives, CFO and the Budget Manager. Other Reports Often Used in Conjunction with Budget KPI Reports Progressive Financial Planning & Analysis (FP&A) Departments use several different Budget KPI Reports, along with the detailed annual budget package 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 SL, Sage Intacct, Sage 100, Sage 300, Sage 500, Sage X3, SAP Business One, SAP ByDesign, Netsuite and others. In analyses where budgets or forecasts are used, the data most often originates from in-house Excel spreadsheet models or from professional xFP&A solutions.

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 Strategic Budget KPIs in Solver? The Strategic Budget KPIs 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.

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