Top 10 KPIs with 13-Month Trend

What is a Top 10 KPI Report with 13 Month Rolling Trend Analysis? Top KPI trend reports are considered dashboards and are often used by CFOs and Executives to analyze trends and current statuses for the company's most important key performance indicators (KPIs). Key functionality in this type of report includes a KPI page that is very graphical with dynamic, rolling 13-month trend charts. Note that the current month is highlighted as a number in each chart. Users consider this a most useful element since this KPI dashboard is part of a complete report book with many other supporting reports that offer drill down into transactional detail. These can be seen in the example as additional tabs. You will find an example of this type of report below.

Purpose of Top KPI Trend Reports Companies and organizations use Top KPI Trend Reports to quickly see how each of their most important metrics are trending over the past 13 months. When used as part of good business practices in a Financial Planning & Analysis (FP&A) Department, a company can improve its ability to discover trends and drill down into the underlying reasons, as well as, reduce the chances that important exceptions or shifts in the business go undetected.

Who Uses This Type of Report? The typical users of this type of report are: Executives and Analysts. Other Reports Often Used in Conjunction with Top KPI Trend Reports Progressive Financial Planning & Analysis (FP&A) Departments sometimes use several different Top KPI Trend Reports, along with financial reports, operational 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 Top 10 KPIs with 13-Month Trend in Solver? The Top 10 KPIs with 13-Month Trend 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.

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