Profit & Loss Forecast

What is a Driver-based Profit & Loss "Break-back" Model? Driver-based P&L forecast forms are considered one of the most important components of a corporate forecast and are used by executives and budget managers to plan for revenues and expenses for the remaining months of the year. A key functionality in this type of forecast form allows input of the target Net Income that then automatically calculates all the revenues and expenses across all departments. The model also allows for immediate comparison to the annual budget and last year's actual figures. You will find an example of this type of forecast form below.

Purpose of Driver-based P&L Forecast Forms Companies and organizations use Driver-based P&L Forecast Forms to automatically create one or many scenarios that can support many of their financial and operational decisions. When used as part of good business practices in a Financial Planning & Analysis (FP&A) Department, a company can improve its tactical planning as well as reduce the risk of having unexpected cost overruns and liquidity issues.

Who Uses This Type of Forecast Form? The typical users of this type of forecast form are: The Board of Directors, Executives, CFO and the Budget Manager. Other Forecast Form s Often Used in Conjunction with Driver-based P&L Forecast Forms Progressive Financial Planning & Analysis (FP&A) Departments sometimes use several different Driver-based P&L Forecast Forms, along with cash flow and more detailed forecast templates 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 planning 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 Profit & Loss Forecast in Solver? The Profit & Loss Forecast is a pre-built xFP&A planning template in Solver that allows finance and business teams to submit planning data directly in Solver, with automatic roll-up to consolidated budget and forecast models.

Who uses this Solver planning template? Cfos, fp&a managers, and budget owners rely on this Solver planning template to streamline the budget and forecast submission process. It replaces disconnected spreadsheets with a single, controlled input point that feeds directly into consolidated models.

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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