Mfg – Executive Summary

What is an Executive Dashboard for Manufacturing Companies? Executive dashboards are considered KPI monitoring tools for senior leaders and are used by Executives and board members to analyze financial and operational metrics. Some of the main functionality in this type of dashboard is that it provides seven different analytical perspectives. These include: Actual, budget and variance for monthly revenues, 2) Actual, budget and variance for monthly cost of sales (COGS), 3) Monthly revenue trend for actuals and budgets, 4) Cost of sales trend for actuals and budgets, 5) Top 5 selling products, 6) Top 5 customers, and 7) Top 5 suppliers. The user can choose year with the buttons on the top of the dashboard. You find an example of this type of dashboard below.

Purpose of Executive Dashboards Manufacturing companies use Executive Dashboards to give leaders an easy way to monitor the most important areas of the business. When used as part of good business practices in Financial Planning & Analysis (FP&A) departments, an organization can improve and speed up its strategies, and it can reduce the chances that executives make slow or poor decisions because they don't have access to real time information.

Who Uses This Type of Dashboard? The typical users of this type of dashboard are: Executives and Board Members. Other Reports Often Used in Conjunction with Executive Dashboards Progressive Financial Planning & Analysis (FP&A) departments sometimes use several different Executive Dashboards, along with profit & loss reports, balance sheets, cash flow statements, sales 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.

Built for manufacturing 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 Mfg – Executive Summary in Solver? The Mfg – Executive Summary is a pre-built xFP&A report template in Solver designed for manufacturing organizations. It delivers key financial and operational metrics in a single, easy-to-use interface — purpose-built for manufacturing finance workflows.

Who uses this Solver report template? Cfos, operations managers, and manufacturing finance teams in manufacturing organizations rely on this Solver report template to replace manual spreadsheet-based processes with automated, near real-time analysis. It is especially useful during month-end close, budget cycles, and board reporting.

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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