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Example of a Loan Profitability Trend Report for Banks

Comparing Solver and Prophix: A Mid-Market CPM Solution Comparison for Sage Intacct Users

When it comes to choosing a Corporate Performance Management (CPM) solution for your company, it can be difficult to navigate the plethora of options available on the market. If your organization uses Sage Intacct as its ERP system, two of the…
Example of a Loan Profitability Trend Report for Banks

Maximizing Corporate Performance with Dynamics 365 Business Central: A Guide to Evaluating CPM Tools

As mid-market companies strive to maintain their competitive edge, it becomes increasingly important to make data-driven decisions that will drive growth and profitability. This is where Corporate Performance Management (CPM) tools come in.…
Example of a Loan Profitability Trend Report for Banks

Top 10 Features to Expect in Leading Corporate Performance Management Tools for Mid-Market Companies using Sage Intacct

In today's fast-paced business environment, having a robust Enterprise Resource Planning (ERP) solution is essential for mid-market companies looking to streamline their operations, enhance visibility into their financials, and optimize performance.…
Example of a Loan Profitability Trend Report for Banks

Acumatica ERP Users: What to Expect from Leading Corporate Performance Management (CPM) Tools

As a mid-market company using the Acumatica ERP solution, it's essential to have a robust Corporate Performance Management (CPM) tool to help you make data-driven decisions and drive business growth. In this blog, we'll take a closer look at…
Example of a Profit & Loss Forecast Input Template to Streamline the Forecasting Process

Using Profit & Loss Forecast Templates to Streamline the Forecasting Process

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How can Automated Forecast Input Forms Drive Faster and Better Decisions? As Budget Managers increasingly become key advisors in the Forecasting Process, they must rely on modern self-service corporate performance management (CPM) and business…
Example of a Profit & Loss Top Down Driver-based Forecast Template to Streamline the Planning Process

Using Profit & Loss Top Down Driver-based Forecasts to Streamline the Planning Process

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How can Forecast Input Forms Drive Faster and Better Decisions? As Budget Managers increasingly become innovators in the Planning Process, they must rely on modern self-service corporate performance management (CPM) and business intelligence…
Example of a KPI Simulation Dashboard to Streamline the Modelling and Forecasting Process

Using KPI Simulation Dashboards to Streamline the Modelling and Forecasting Process

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How can Simulation Dashboards Drive Faster and Better Decisions? As FP&A Managers increasingly become central figures in the Modelling and Forecasting Process, they must rely on modern self-service corporate performance management (CPM)…
Example of a Balance Sheet Simulation Dashboard to Streamline the Modelling and Forecasting Process

Using Balance Sheet Simulation Dashboards to Streamline the Modelling and Forecasting Process

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How can Simulation Dashboards Drive Faster and Better Decisions? As FP&A Managers increasingly become central figures in the Modelling and Forecasting Process, they must rely on modern self-service corporate performance management (CPM)…
Example of a Profit Simulation Dashboard to Streamline the Modelling and Forecasting Process

Using Profit Simulation Dashboards to Streamline the Modelling and Forecasting Process

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How can Simulation Dashboards Drive Faster and Better Decisions? As FP&A Managers increasingly become key advisors in the Modelling and Forecasting Process, they must rely on modern self-service corporate performance management (CPM)…
Example of an Expense Simulation Dashboard to Streamline the Modelling and Forecasting Process

Using Expense Simulation Dashboards to Streamline the Modelling and Forecasting Process

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How can Simulation Dashboards Drive Faster and Better Decisions? As FP&A Managers increasingly become central figures in the Modelling and Forecasting Process, they must rely on modern self-service corporate performance management (CPM)…
Example of a Revenue Simulation Dashboard to Streamline the Modelling and Forecasting Process

Using Revenue Simulation Dashboards to Streamline the Modelling and Forecasting Process

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How can Simulation Dashboards Drive Faster and Better Decisions? As FP&A Managers increasingly become central figures in the Modelling and Forecasting Process, they must rely on modern self-service corporate performance management (CPM)…
Example of a Balance Sheet Budget Dashboard to Streamline the Planning Process

Using Balance Sheet Budget Dashboards to Streamline the Planning Process

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How can Budget Dashboards Drive Faster and Better Decisions? As Budget Managers increasingly become key drivers of the Planning Process, they must rely on modern self-service corporate performance management (CPM) and business intelligence…
Example of a Profit Margin Budget Dashboard to Streamline the Planning Process

Using Profit Margin Budget Dashboards to Streamline the Planning Process

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How can Budget Dashboards Drive Faster and Better Decisions? As Budget Managers increasingly become key drivers in the Planning Process, they must rely on modern self-service corporate performance management (CPM) and business intelligence…
Example of an Expense Budget Dashboard to Streamline the Planning Process

Using Expense Budget Dashboards to Streamline the Planning Process

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How can Budget Dashboards Drive Faster and Better Decisions? As Budget Managers increasingly become key drivers of the Planning Process, they must rely on modern self-service corporate performance management (CPM) and business intelligence…
Example of a Revenue Budget Dashboard to Streamline the Planning Process

Using Revenue Budget Dashboards to Streamline the Planning Process

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How can Budget Dashboards Drive Faster and Better Decisions? As Budget Managers increasingly become key drivers of the Planning Process, they must rely on modern self-service corporate performance management (CPM) and business intelligence…
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…
Example of a Consolidated Statement of Income Call Report

Consolidated Statement of Income Call Report for Banks

What is a Consolidated Statement of Income Call Report? The Consolidated Statement of Income is considered a Call Report and is used by accountants and compliance managers to submit quarterly data as per Office of the Comptroller of the…
Example of a Top Ten Customers by Profitability Report for banks

Top Ten Customers by Profitability Report for Banks

What is a Top Ten Customers by Profitability Report for Banks? Top Customer by Profitability Reports are considered customer ranking reports and are used by managers and account executives to get a snapshot of the top most profitable customer…
Example of a New Customer Acquisition Report for Banks

New Customer Acquisition Report for Banks

What is a New Customer Acquisition Report for Banks? New Customer Acquisition Reports are considered growth and profitability analysis tools and are used by sales managers and leaders to monitor new customer growth and profitability metrics.…
Example of a Profitability by Customer Report for Banks

Profitability by Customer Report for Banks

What is a Profitability by Customer Report for Banks? Customer Profitability Reports are considered operational reports and are used by account executives and analysts to review income, expenses and profitability for individual customers.…
Example of a Profitability by Customer Account Report for Banks

Profitability by Customer Account Report for Banks

What is a Profitability by Customer Account Report for Banks? Customer Account Profitability Reports are considered operational reports and are used by account executives and analysts to review income, expenses and profitability for individual…
Example of a Term Deposit Profitability Trend Report for Banks

Term Deposit Profitability Trend Report for Banks

What is a Term Deposit Profitability Trend Report for Banks? Term Deposit Profitability Trend Reports are considered operational reports and are used by executives and managers to analyze monthly trends in term deposit metrics. Some of the…
Example of a Loan Profitability Trend Report for Banks

Loan Profitability Trend Report for Banks

What is a Loan Profitability Trend Report for Banks? Loan Profitability Trend Reports are considered operational reports and are used by executives and loan managers to analyze monthly trends in loan KPIs. Some of the main functionality…