Detailed KPI Variance Report

What is a Detailed KPI Variance Report? KPI reports are considered monitoring tools and are often used by executives and managers to track the company's performance in strategic areas. Key functionality in this type of report displays both financial and statistical metrics (many are not visible in the example below). The columns show a variety of data including actual year-to-date, 12 month's rolling, budget, forecast and variances. You will find an example of this type of report below.

Purpose of Detailed KPI Variance Reports Companies and organizations use Detailed KPI Variance Reports to see all key performance metrics in a single report. When used as part of good business practices in a Financial Planning & Analysis (FP&A) Department, a company can improve its control, and speed up top-level analysis, as well as, reduce the chances that managers miss information because they have to navigate through too many reports and dashboards to get a good picture of performance.

Who Uses This Type of Report? The typical users of this type of report are: Executives and Managers. Other Reports Often Used in Conjunction with Detailed KPI Variance Reports Progressive Financial Planning & Analysis (FP&A) Departments sometimes use several different Detailed KPI Variance Reports, along with financial reports, operational reports, dashboards 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 Detailed KPI Variance Report in Solver? The Detailed KPI Variance Report 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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