Strategy & Goals

What is a Strategy and Goals Input Form? Strategy and goals input forms are considered management tools and are used by executives to capture the company's goals for strategic key performance indicators (KPIs). Some key functionality in this type of strategic input template will allow the company to capture metrics in a database for their most important goals. Later, it is then easy to pull these metrics into budgets, financial reports and dashboards. You will find an example of this type of strategic input template below.

Purpose of Strategy and Goals Templates Companies and organizations use Strategy and Goals Templates to provide managers with continuous visibility to strategic metrics to help guide their tactics and decision-making. When used as part of good business practices in a Financial Planning & Analysis (FP&A) Department, a company can improve its strategic alignment as well as reduce the risk that managers lose focus on the big picture.

Who Uses This Type of Strategic Input Template? The typical users of this type of strategic input template are: The Board of Directors and Executives. Other Strategic Input Templates Often Used in Conjunction with Strategy and Goals Templates Progressive Financial Planning & Analysis (FP&A) Departments use several different Strategy and Goals Templates, along with corporate planning presentations 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 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 Strategy & Goals in Solver? The Strategy & Goals 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? This template is primarily used by CFOs, FP&A managers, and controllers who need accurate, timely reporting without manual data preparation. It is also valuable for department heads and business unit leaders who need periodic performance summaries.

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.

To learn more, visit the Resource Library