Tech – Customer and Product Sales

What is a Sales Dashboard for Technology Companies? Product and Customer Sales Dashboards are considered sales analysis tools and are used by Sales Leaders and Executives to monitor key performance metrics. Some of the main functionality in this type of dashboard is that it enables analysis from seven different perspectives including: 1) KPI totals for Sales amount and Sold quantity, 2) Monthly sales revenue trend, 3) Ranked sales by customer, 4) Ranked sales by product class, 5) Percent of sales by product class, 6) Geographical map with sales by location, and 7) Percent sales by sales type. You find an example of this type of dashboard below.

Purpose of Sales Dashboards Tech companies use Sales Dashboards to enable managers with self-service and real time insights to key sales performance data. When used as part of good business practices in Sales and Financial Planning & Analysis (FP&A) departments, an organization can improve its revenues and sales strategies, and it can reduce the chances that leaders suffer from delayed or poor decisions because of lack of insight to the company's performance.

Who Uses This Type of Dashboard? The typical users of this type of dashboard are: Executives, Sales Managers, Sales Teams, Product Managers, Customer Account Managers. Other Reports Often Used in Conjunction with Sales Dashboards Progressive Sales and Financial Planning & Analysis (FP&A) departments sometimes use several different Sales Dashboards, along with detailed sales reports, profit & loss reports, financial dashboards, sales forecasts, annual budgets 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 technology 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 Tech – Customer and Product Sales in Solver? The Tech – Customer and Product Sales is a pre-built xFP&A report template in Solver designed for technology organizations. It delivers key financial and operational metrics in a single, easy-to-use interface — purpose-built for technology finance workflows.

Who uses this Solver report template? This template is primarily used by CFOs, FP&A managers, and technology finance teams in technology organizations who need accurate, timely data to support planning, reporting, and decision-making. It is particularly valuable for technology finance teams managing budgets, forecasts, and performance reviews.

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. Salesforce and subscription billing systems such as Binary Stream can also be connected for unified SaaS and technology metrics. Once connected, the template updates in near real-time with no manual data entry required.

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