Accelerate Time-to-Value
Solver’s QuickStart gets you up and running with a Corporate Performance Management (CPM) solution in just one day, not months from now like other CPMs.
What Is QuickStart?
QuickStart delivers immediate ROI by connecting you to your data and ready-to-use reports, dashboards, and budget forms on day one.
With QuickStart rapid deployment, you’ll be able to make better decisions immediately with access to pre-built reports, planning input forms, and dashboards using your financial system data. Over time you can tailor existing or build new planning input forms, reports, and dashboards.
One-Day Deployment
Solver’s QuickStart rapid deployment delivers the ultimate in time-to-value by implementing reporting, planning, and dashboarding in just one day.
100+ Financial Templates
On day one, you get access to the Solver Marketplace, which houses over 100 ready-to-use reports, planning forms, and dashboards.
$100K+ Value Available Day 1
Everything you get access to with QuickStart on the first day – at no extra charge – would cost over $100,000 with another CPM solution.
Benefits That Begin Now
Customers want solutions that offer quicker time-to-value and that are easy to deploy and use. Solver’s QuickStart integration wizard and pre-built Marketplace resources provide immediate visibility across all key management data in the exact format needed.
Instant Value
From day one, enjoy access to your Solver web portal, where you can access your ERP data and begin leveraging the power of the Solver Marketplace.
Process Automation
Once your ERP financial data is connected through QuickStart and the data warehouse, it automatically flows into your Solver instance, reducing time and errors.
Customizable Templates
Being Excel- and Power BI-based, you can easily transfer your Excel knowledge to creating your own customized reports.
Instant Access to 100+ Ready-to-Use Reports, Dashboards, and Budget Forms
Once QuickStart setup is complete, you’ll have full access to Solver Marketplace, the one-stop shop to download 100-plus beautifully designed reports, dashboards, and budget forms at no extra cost. Each asset is completely plug-and-play and built to fill crucial business requirements.
Top 10 Most-Requested Marketplace Resources
The Solver Marketplace is unlike anything else on the internet. Discover how these ready-to-use reports, forms, and dashboards can help you visualize trends, save time, and gain critical business insights.
P&L – Top-Down Driver-Based Forecast Template
Forecast P&L by month for the rest of the year and create multiple what-if scenarios based on specific drivers and outcomes. Target net income and create projections based on historical data to show different outcomes. See what your business needs to do to hit its target net income by adjusting revenues, expenses, accounts, and other factors.
GL Revenue Analysis for Power BI
Identify revenue trends and spot variances and outliers with our plug-and-play Power BI dashboard. Quickly see how you’re performing and drill down for a monthly or year-to-date view.
P&L – Budget Template
Create an entire profit-and-loss budget for the year, including revenue, expenses, and net profit in one day rather than one month. Compare numbers to last year, find discrepancies before they become a bigger issue, and make changes on the fly.
P&L – Forecast Template
How is your annual budget shaping up compared to your actuals? Get real-time insight into your budget performance and create new forecasts at a click of a button using automatic projections based on your spending.
P&L Summary
Easily track your financial performance with a summary for executive-level updates. Get a clear overview of YTD financials in monthly, quarterly, or annual views with the flexibility to drill down into the details and compare against budget variances.
P&L Analysis
Gain a deeper understanding of your financial performance. This dynamic, highly visual report enables you to select areas for in-depth analysis, track against budget, and instantly spot opportunities and problems.
Consolidating Balance Sheet Report*
This multi-entity balance sheet consolidates your assets, liabilities, and shareholder equity into one single report. Get a high-level overview or drill down to see the details with a flexible layout that adapts to your needs.
Accounts Payable Summary Dashboard
Easily manage your Accounts Payable with our summary dashboard. Get full visibility into outstanding payables, including total balances, past due amounts, and trend analysis of upcoming payments, helping you better forecast your cash requirements.
Accounts Receivable Detail*
Get a comprehensive view of the customer, invoice number, invoice dates, and aging buckets in graph and list format. Quickly identify overdue amounts and top customers, and drill down into customer-specific details all in one place.
Sales by Customer*
Who are your top customers and rising stars? Get a clear picture of customer performance, view year-to-date and last-year-to-date sales in graphic and table format, and see customer-specific metrics, trends, and details at a glance.
* Templates currently only available for Microsoft Dynamics 365 Business Central
How QuickStart Works
Work hand in hand with a consultant to get up and running with QuickStart and Marketplace on day one.
Step 1: Connect
Pre-built integrations allow you to connect quickly and seamlessly to your financial data.
Step 2: Access
You get immediate access to financial data through a single, easy-to-use platform, as well as access to templates from the Solver Marketplace.
Step 3: Tailor
Build off that immediate value with additional integrations and template design.
Transform Your Business Today
See how QuickStart delivers value on day one.
Supercharge Your ERP
QuickStart pre-built integrations and ready-to-use Marketplace templates boost the power of these leading ERPs’ financial data.
See Value the First Day You Deploy QuickStart
Discover how Solver QuickStart can deliver fully functioning reporting, budgeting, and forecasting in just one day.
