P&L – Variance, Modern Design

What is a Profit & Loss Report with Charts and Modern Layout? Modern Profit & Loss Reports with KPIs are considered a new trend in user-friendly reports and are often used by executives and financial managers to analyze profitability, revenues and expenses. A key functionality in this type of report shows actual, budget and last year figures with variances. Some of the most important information in the report is displayed as charts and KPIs on the top. You will find an example of this type of report below.

Purpose of Modern Profit & Loss Reports with KPIs Companies and organizations use Modern Profit & Loss Reports with KPIs to present financial information to managers in an attractive and intuitive way. When used as part of good business practices in a Financial Planning & Analysis (FP&A) Department, a company can improve its analytical capabilities, as well as, mitigate risks that reporting users miss the most important information as they study financials.

Who Uses This Type of Report? The typical users of this type of report are: Executives and Financial Managers. Other Reports Often Used in Conjunction with Modern Profit & Loss Reports with KPIs Progressive Financial Planning & Analysis (FP&A) Departments sometimes use several different Modern Profit & Loss Reports with KPIs, along with balance sheets, cash flow 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 P&L – Variance, Modern Design in Solver? The P&L – Variance, Modern Design 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? CFOs, FP&A managers, and controllers use this report template to support month-end close, variance analysis, and management reporting. It is designed to be self-service and require no custom development.

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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