Tag Archive for: Dashboards

Sales Analysis Dashboard

Powering Up Financial Reporting and Budgeting with Power BI, Solver, and Acumatica

Effective financial reporting and budgeting are crucial for companies to manage their financial health, forecast future growth, and make informed business decisions. However, many companies face significant challenges when trying to solve their…
Sales Analysis Dashboard

The Benefits of Strong Reporting and Budgeting for Companies using Power BI and Sage Intacct with Solver CPM

In today's competitive business landscape, companies require powerful tools that can help them make informed decisions quickly. Power BI and Sage Intacct ERP system are two such tools that can provide invaluable insights into an organization's…
Sales Analysis Dashboard

Streamlining Financial Reporting and Budgeting with Power BI and Solver for Dynamics 365 Business Central

In today's fast-paced business environment, financial reporting and budgeting are crucial components for any organization to make strategic decisions. However, many companies struggle with these tasks, faced with challenges such as lack of detailed…
How to Quickly Get Started with Corporate Performance Management for Microsoft Dynamics 365 Finance

How to Quickly Get Started with Corporate Performance Management for Microsoft Dynamics 365 Finance

Cloud-based ERP systems and Corporate Performance Management (CPM) solutions are two directly related business applications experiencing rapid growth in the 2020s. In part because companies and organizations seek to automate the Office of Finance…
Solver QuickStart - Power BI Dashboard Templates for Dynamics 365 Finance

How to Quickly Deploy Power BI Dashboards for Microsoft Dynamics 365 Finance

Dynamics 365 Finance (D365 Finance) and Power BI are both rapidly growing cloud software applications from Microsoft. Although these technologies can be used independently, customers are increasingly using them together as an integrated platform. As…
How to Quickly Get Started with Corporate Performance Management for Microsoft Dynamics 365 Finance

How to Quickly Deploy the Best Budgeting and Forecasting Tools for Microsoft Dynamics 365 Finance

A rapidly increasing number of mid-market organizations are implementing Microsoft Dynamics 365 Finance (D365 Finance) as their new cloud ERP system. If you are considering a migration to D365 Finance, there are a few key things to do: make…
How to Quickly Get Started with Corporate Performance Management for Microsoft Dynamics 365 Finance

How to Quickly Deploy the Best Financial Reporting Tools for Microsoft Dynamics 365 Finance

Microsoft Dynamics 365 Finance (D365 Finance) was born from the widely known on-premise product known as Dynamics AX. In recent years D365 Finance has become a significant player in the cloud-based ERP market segment, quickly gaining popularity…
How to Quickly Get Started with Corporate Performance Management for Microsoft Dynamics 365 Finance

How to Quickly Get Started with Corporate Performance Management for Acumatica

Cloud-based ERP systems and Corporate Performance Management (CPM) solutions are two directly related business applications experiencing rapid growth in the 2020s as companies and organizations seek to automate the office of finance and help…
Solver QuickStart - Power BI Financial Dashboard Categories for Dynamics 365 Finance

How to Quickly Deploy Power BI Dashboards for Acumatica

Acumatica and Power BI are both rapidly growing cloud software applications. Although these technologies can be used independently, customers are increasingly using them together as an integrated platform. As executives drive their accounting…
Rapid budgeting and forecasting implementation for Acumatica with pre-built templates from Solver Marketplace

How to Quickly Deploy the Best Budgeting and Forecasting Tools for Acumatica

How to Quickly Deploy the Best Budgeting and Forecasting Tools for Acumatica A rapidly increasing number of mid-market organizations are implementing Acumatica as their new cloud ERP system. If you are considering a migration to Acumatica,…
Rapid report implementation for Acumatica with pre-built financial templates from Solver Marketplace

How to Quickly Deploy the Best Financial Reporting Tools for Acumatica

Acumatica has become a significant player in the cloud-based ERP market segment, quickly gaining popularity worldwide. If you are considering a migration to Acumatica, the first thing to do is make sure the solution fits your needs. With…
Sales Analysis Dashboard

How to Quickly Deploy the Best Reporting Tools for Dynamics 365 Business Central

Microsoft Dynamics 365 Business Central (D365 BC) is one of the fastest-growing cloud-based ERP systems on the market, and it is quickly gaining in popularity worldwide. If you are considering a migration to D365 BC, the first thing you have…
Sales Analysis Dashboard

How to Quickly Deploy the Best Budgeting and Forecasting Tools for Dynamics 365 Business Central

A rapidly increasing number of mid-market organizations are implementing Microsoft Dynamics 365 Business Central (D365 BC). If you are considering a migration to D365 BC, the first thing to do is make sure the solution fits your needs and if…
Sales Analysis Dashboard

How to Quickly Get Started with the Best Corporate Performance Management for Dynamics 365 Business Central

Cloud-based ERP  systems and Corporate Performance Management (CPM) solutions are two directly related business applications that are seeing rapid growth in the 2020s as companies and organizations seek to automate the office of finance and…
Sales Analysis Dashboard

How to Quickly Deploy Power BI Dashboards for Dynamics 365 Business Central

Microsoft Dynamics 365 Business Central (D365 BC) and Power BI are both rapidly growing cloud solutions. Although these solutions can be used separately, they are very often used together as an integrated platform. As executives drive their…
blog image for corporate performance management during COVID-19

The Top 2 Essential Corporate Performance Management Tools for Businesses During COVID-19 

As we all struggle to adjust to our new reality of social distancing and general economic uncertainty, it seems as if our expectations for the future are changing day-by-day, if not hour-by-hour. It is hard to tell what next week will be…
powerbiandsolver

Financial Reporting in Power BI or in a CPM Solution?

If you have ever tried to build and maintain financial reports inside a visualization tool, the answer should be simple. Power BI works well for dashboards, but modern cloud-based corporate performance management (CPM) solutions are the best…
Sales Analysis Dashboard

Choosing the Best CPM Vendor for your Reporting and Budgeting Needs

Why companies are upgrading from spreadsheets to Corporate Performance Management Software   There are typically two or three key motivators why an organization starts looking for Corporate Performance Management (CPM) solution:  …
Sales Analysis Dashboard

How to Minimize Overhead for Non-Profit Organizations

This article will describe how reporting can save operational costs.     Facing constraints is nothing new to non-profit organizations. From tight budgets to strategizing growth, managing the books can all too quickly become overwhelming. Outside…
Sales Analysis Dashboard

Manual Application of Corporate Performance Management (CPM) Software

, ,
This article will describe a real life example of a manual application of BI360. In 2016, my then eight-year-old son joined a travel baseball team, and having a passion for sports and math, I immediately offered to do  statistics for the…
Sales Analysis Dashboard

How to Customize Budgeting Reports: Part 2

, , ,
This article concludes the "Customize Budgeting Reports" series.   Corporate Examples KPI Exception Report With this report, executives don’t have to log in to a BI solution to actively monitor their most important metrics. Instead,…
Sales Analysis Dashboard

How to Customize Budgeting Reports

,
Sales Analysis Dashboard

The Most Efficient Reporting & Analysis Tools

, ,
This article will highlight essential reporting and analysis features in Corporate Performance Management solutions. Reporting and analysis, previously a centralized activity for an executive audience, has become an increasingly democratic…
Sales Analysis Dashboard

The Benefits of Budgeting with Budget Templates Part 1

, , , , , , , , , , , ,
This article focuses on the importance of budgeting with a corporate performance management solution. Budgeting is a topic that is not very popular in many organizations. It can be an extremely time-consuming project for many employees. This…
Sales Analysis Dashboard

How to Build a Corporate Performance Management (CPM) Solution

, , , , , , , , , , , , , , , , ,
This article discusses corporate performance management (CPM) tools and examples of effective strategy, goals, planning, and analysis.      Let’s talk about strategy and goals. There are many reasons for communicating strategy…
Sales Analysis Dashboard

BI360 User Conference – Look Out Surf City USA, Here We Come!

, , , , , , , , ,
What to Expect Plus Tips to Help You Take Advantage of All Focus 2018 Has to Offer If you haven’t already registered to attend Focus 2018 (www.solverglobal.com/focus) on August 27 – 30, 2018, at the Hyatt Regency Huntington Beach Resort…
Sales Analysis Dashboard

Enabling World-class Decisions in 2018 with Innovative Corporate Performance Management Technology

, , , ,
This article will discuss what’s at stake in terms of how you leverage diverse company data types to enable optimized decision-making in 2018. There is a lot going on right now: politically, culturally, and economically. There always seems…
Sales Analysis Dashboard

Happy Faces, Happy Workplaces

In this article, Sissela, a Solver visitor from Sweden, stopped by our Los Angeles office, and interviewed Solver employees for her school’s project on work experience. My name is Sissela, and I am 14 years old. My school is having a “work…